Twenty Acre Capital LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Twenty Acre Capital LP reported 17 stock positions worth $103.5 million. Its top holding was Uber Technologies (UBER) at 10.4% of the portfolio, followed by Coupang (CPNG, 8.0%) and Full Truck Alliance -SPN ADR (YMM, 7.7%). Compared with Q4 2023, it opened 1 new position, sold out of 2, added to 7 and reduced 8. The biggest buy was a new position in Flywire Corp.-Voting (FLYW) and the biggest sale an exit from Intuit (INTU).
- Most Recent 13F
- Q3 2025
- Location
- NEWTOWN, PA
- CIK
- 0001928941
- Portfolio Value
- $103.5M (Q1 2024)
- SEC Filing
- 0001754960-24-000216 ↗ filed May 14, 2024
Holdings Value
Holdings 17 stocks · $103.5M
| UBER Uber Technologies Inc. | 10.38% | 139,600 | $10.7M | Reduce -9.1% |
| CPNG Coupang Inc. | 7.99% | 464,914 | $8.3M | Reduce -8.1% |
| YMM Full Truck Alliance -SPN ADR | 7.65% | 1,089,400 | $7.9M | Add +17.2% |
| NOW ServiceNow Inc. | 7.51% | 10,200 | $7.8M | Reduce -19.0% |
| OKTA Okta Inc. | 6.97% | 68,941 | $7.2M | Reduce -28.2% |
| PYPL PayPal Holdings Inc. | 6.91% | 106,800 | $7.2M | Add +77.7% |
| AMZN Amazon.com Inc. | 6.83% | 39,200 | $7.1M | Reduce -10.3% |
| CSCO Cisco Systems Inc. | 6.75% | 140,100 | $7.0M | Add +18.8% |
| GRAB Grab Holdings Ltd. Class A | 6.30% | 2,075,500 | $6.5M | Add +14.1% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 5.99% | 119,200 | $6.2M | Reduce -44.7% |
| PDD PDD Holdings Inc. | 5.78% | 51,500 | $6.0M | Reduce -6.7% |
| BOX Box Inc. Class A | 5.51% | 201,500 | $5.7M | Add +38.4% |
| BABA Alibaba Group Holding-SP ADR | 4.73% | 67,700 | $4.9M | Add +18.6% |
| FLYW Flywire Corp.-Voting | 3.88% | 161,800 | $4.0M | New |
| XPEV Xpeng Inc. - ADR | 3.65% | 491,800 | $3.8M | Add +180.9% |
| HUCK Huckleberry AI Inc. filed as DOMO INC | 2.25% | 261,400 | $2.3M | No change |
| SNAP Snap Inc. Class A | 0.91% | 24,200 | $945K | Reduce -92.2% |
Portfolio Sells Q4 2023 → Q1 2024
| INTU Intuit Inc. | Sold out | 0.00% | −4.39 |
| SNAP Snap Inc. Class A | Reduce -92.2% | 0.91% | −4.11 |
| PDD PDD Holdings Inc. | Reduce -6.7% | 5.78% | −1.90 |
| KWEB Kranesh Csi China Internet | Sold out | 0.00% | −1.80 |
| P Everpure Inc. Class A | Reduce -44.7% | 5.99% | −1.32 |
| OKTA Okta Inc. | Reduce -28.2% | 6.97% | −1.30 |
| NOW ServiceNow Inc. | Reduce -19.0% | 7.51% | −0.95 |
| CPNG Coupang Inc. | Reduce -8.1% | 7.99% | +0.20 |
| AMZN Amazon.com Inc. | Reduce -10.3% | 6.83% | +0.51 |
| UBER Uber Technologies Inc. | Reduce -9.1% | 10.38% | +1.39 |
Portfolio Buys Q4 2023 → Q1 2024
| FLYW Flywire Corp.-Voting | New | 3.88% | +3.88 |
| PYPL PayPal Holdings Inc. | Add +77.7% | 6.91% | +3.40 |
| BOX Box Inc. Class A | Add +38.4% | 5.51% | +1.97 |
| YMM Full Truck Alliance -SPN ADR | Add +17.2% | 7.65% | +1.45 |
| XPEV Xpeng Inc. - ADR | Add +180.9% | 3.65% | +1.22 |
| CSCO Cisco Systems Inc. | Add +18.8% | 6.75% | +1.09 |
| BABA Alibaba Group Holding-SP ADR | Add +18.6% | 4.73% | +0.52 |
| GRAB Grab Holdings Ltd. Class A | Add +14.1% | 6.30% | +0.46 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 1 | $12.4M | HUCK |
| Q2 2025 | 16 | $140.0M | UBER, CPNG, P, HUCK, SNOW |
| Q1 2025 | 17 | $122.5M | UBER, P, NOW, CPNG, AMZN |
| Q4 2024 | 17 | $122.5M | UBER, P, NOW, CPNG, AMZN |
| Q3 2024 | 17 | $108.7M | UBER, CPNG, NOW, YMM, PYPL |
| Q2 2024 | 16 | $107.7M | NOW, CSCO, OKTA, UBER, GRAB |
| Q1 2024 | 17 | $103.5M | UBER, CPNG, YMM, NOW, OKTA |