Skip to main content

Twenty Acre Capital LP

SEC CIK
0001928941
Latest filing
Nov 4, 2025

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
17
+1 vs. Q2 2024
Portfolio value
$108.7M
+$1.03M (+1.0%) vs. Q2 2024
Filed
Nov 14, 2024
SEC
Holdings of Twenty Acre Capital LP in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
UBERUber Technologies, IncStock146,000$11.0M10.1%−17,700−10.8%ReducedHistory
CPNGCoupang, Inc.CL A355,414$8.73M8.0%−69,100−16.3%ReducedHistory
NOWServiceNow, Inc.Stock8,610$7.70M7.1%−1,100−11.3%ReducedHistory
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS799,300$7.20M6.6%−89,500−10.1%ReducedHistory
PYPLPayPal Holdings, Inc.Stock90,700$7.08M6.5%−27,400−23.2%ReducedHistory
AMZNAmazon Com IncStock37,900$7.06M6.5%−5,100−11.9%ReducedHistory
GRABGrab Holdings LtdCLASS A ORD1,811,700$6.88M6.3%−220,100−10.8%ReducedHistory
OKTAOkta, Inc.CL A91,641$6.81M6.3%+9,100+11.0%AddedHistory
PEverpure, Inc.CL A134,828$6.77M6.2%+51,928+62.6%AddedHistory
FLYWFlywire CorpCOM VTG390,400$6.40M5.9%+68,700+21.4%AddedHistory
BOXBox IncCL A181,200$5.93M5.5%−54,500−23.1%ReducedHistory
XPEVXpeng Inc.ADS475,900$5.80M5.3%−158,500−25.0%ReducedHistory
SNOWSnowflake Inc.Stock47,400$5.44M5.0%+47,400NewHistory
HUCKHuckleberry.ai, Inc.Stock661,400$4.97M4.6%00.0%UnchangedHistory
PDDPDD Holdings Inc.SPONSORED ADS34,900$4.70M4.3%−13,600−28.0%ReducedHistory
BILLBILL Holdings, Inc.Stock61,000$3.22M3.0%+61,000NewHistory
BABAAlibaba Group Holding LtdADR28,700$3.05M2.8%+4,500+18.6%AddedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Twenty Acre Capital LP in Q3 2024
SecurityClassPutsCalls
Invesco QQQ Trust Series I46090E103ETF–$4.88M

Sold out since Q2 2024 (1)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Twenty Acre Capital LP sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
CSCOCisco Systems, Inc.Stock151,400$7.86M7.3%History