Twenty Acre Capital LP
- SEC CIK
- 0001928941
- Latest filing
- Nov 4, 2025
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 16
- −1 vs. Q1 2025
- Portfolio value
- $140.0M
- +$17.5M (+14.3%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UBERUber Technologies, Inc | Stock | 143,100 | $13.4M | 9.5% | −43,800−23.4% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 380,514 | $11.4M | 8.1% | −27,100−6.6% | Reduced | History |
| PEverpure, Inc. | CL A | 196,928 | $11.3M | 8.1% | +40,500+25.9% | Added | History |
| DOMOHuckleberry.ai, Inc. | Stock | 781,400 | $10.9M | 7.8% | +120,000+18.1% | Added | History |
| SNOWSnowflake Inc. | Stock | 48,500 | $10.9M | 7.8% | −4,200−8.0% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 9,630 | $9.90M | 7.1% | +1,020+11.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 44,400 | $9.74M | 7.0% | +4,100+10.2% | Added | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 1,865,200 | $9.38M | 6.7% | +193,100+11.5% | Added | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 786,100 | $9.28M | 6.6% | −25,100−3.1% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 81,200 | $8.50M | 6.1% | +19,900+32.5% | Added | History |
| BILLBILL Holdings, Inc. | Stock | 181,400 | $8.39M | 6.0% | +104,900+137.1% | Added | History |
| OKTAOkta, Inc. | CL A | 73,841 | $7.38M | 5.3% | −12,200−14.2% | Reduced | History |
| XPEVXpeng Inc. | ADS | 397,400 | $7.11M | 5.1% | −71,900−15.3% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 61,800 | $4.78M | 3.4% | +61,800 | New | History |
| BABAAlibaba Group Holding Ltd | ADR | 35,200 | $3.99M | 2.9% | +6,500+22.6% | Added | History |
| FLYWFlywire Corp | COM VTG | 317,100 | $3.71M | 2.6% | +42,100+15.3% | Added | History |
Sold out since Q1 2025 (2)
Positions held at the end of Q1 2025 that are gone from this filing.