Twenty Acre Capital LP

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Twenty Acre Capital LP reported 1 stock position worth $12.4 million. Its top holding was Huckleberry AI (HUCK) at 100.0% of the portfolio. Compared with Q2 2025, it sold out of 15. The biggest sale was an exit from Uber Technologies (UBER).

Most Recent 13F
Q3 2025
Location
NEWTOWN, PA
CIK
0001928941
Portfolio Value
$12.4M (Q3 2025)
SEC Filing
0001754960-25-000745 ↗ filed Nov 4, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $103.5M Q1 2024 Q2 2024: $107.7M Q2 2024 Q3 2024: $108.7M Q3 2024 Q4 2024: $122.5M Q4 2024 Q1 2025: $122.5M Q1 2025 Q2 2025: $140.0M Q2 2025 Q3 2025: $12.4M $12.4M Q3 2025

Holdings 1 stocks · $12.4M

HUCK Huckleberry AI Inc. filed as DOMO INC 100.00% 781,400 $12.4M No change

Portfolio Sells Q2 2025 → Q3 2025

UBER Uber Technologies Inc. Sold out 0.00% −9.53
CPNG Coupang Inc. Sold out 0.00% −8.14
P Everpure Inc. Class A Sold out 0.00% −8.10
SNOW Snowflake Inc. Sold out 0.00% −7.75
NOW ServiceNow Inc. Sold out 0.00% −7.07
AMZN Amazon.com Inc. Sold out 0.00% −6.96
GRAB Grab Holdings Ltd. Class A Sold out 0.00% −6.70
YMM Full Truck Alliance -SPN ADR Sold out 0.00% −6.63
PDD PDD Holdings Inc. Sold out 0.00% −6.07
BILL Bill Holdings Inc. Sold out 0.00% −5.99
OKTA Okta Inc. Sold out 0.00% −5.27
XPEV Xpeng Inc. - ADR Sold out 0.00% −5.07
MRVL Marvell Technology Inc. Sold out 0.00% −3.42
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −2.85
FLYW Flywire Corp.-Voting Sold out 0.00% −2.65

Portfolio Buys Q2 2025 → Q3 2025

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 1$12.4MHUCK
Q2 2025 16$140.0MUBER, CPNG, P, HUCK, SNOW
Q1 2025 17$122.5MUBER, P, NOW, CPNG, AMZN
Q4 2024 17$122.5MUBER, P, NOW, CPNG, AMZN
Q3 2024 17$108.7MUBER, CPNG, NOW, YMM, PYPL
Q2 2024 16$107.7MNOW, CSCO, OKTA, UBER, GRAB
Q1 2024 17$103.5MUBER, CPNG, YMM, NOW, OKTA