Twenty Acre Capital LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Twenty Acre Capital LP reported 16 stock positions worth $107.7 million. Its top holding was ServiceNow (NOW) at 10.3% of the portfolio, followed by Cisco Systems (CSCO, 7.3%) and Okta (OKTA, 6.9%). Compared with Q1 2024, it sold out of 1, added to 9 and reduced 7. The biggest buy was Huckleberry AI (HUCK, shares +153%) and the biggest sale Coupang (CPNG, shares −9%).
- Most Recent 13F
- Q3 2025
- Location
- NEWTOWN, PA
- CIK
- 0001928941
- Portfolio Value
- $107.7M (Q2 2024)
- SEC Filing
- 0001754960-24-000436 ↗ filed Aug 14, 2024
Holdings Value
Holdings 16 stocks · $107.7M
| NOW ServiceNow Inc. | 10.28% | 9,710 | $11.1M | Reduce -4.8% |
| CSCO Cisco Systems Inc. | 7.30% | 151,400 | $7.9M | Add +8.1% |
| OKTA Okta Inc. | 6.90% | 82,541 | $7.4M | Add +19.7% |
| UBER Uber Technologies Inc. | 6.89% | 163,700 | $7.4M | Add +17.3% |
| GRAB Grab Holdings Ltd. Class A | 6.86% | 2,031,800 | $7.4M | Reduce -2.1% |
| BABA Alibaba Group Holding-SP ADR | 6.86% | 24,200 | $7.4M | Reduce -64.3% |
| YMM Full Truck Alliance -SPN ADR | 6.77% | 888,800 | $7.3M | Reduce -18.4% |
| AMZN Amazon.com Inc. | 6.63% | 43,000 | $7.1M | Add +9.7% |
| BOX Box Inc. Class A | 6.34% | 235,700 | $6.8M | Add +17.0% |
| CPNG Coupang Inc. | 6.03% | 424,514 | $6.5M | Reduce -8.7% |
| FLYW Flywire Corp.-Voting | 5.95% | 321,700 | $6.4M | Add +98.8% |
| PYPL PayPal Holdings Inc. | 5.88% | 118,100 | $6.3M | Add +10.6% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 5.75% | 82,900 | $6.2M | Reduce -30.4% |
| PDD PDD Holdings Inc. | 5.42% | 48,500 | $5.8M | Reduce -5.8% |
| HUCK Huckleberry AI Inc. filed as DOMO INC | 5.02% | 661,400 | $5.4M | Add +153.0% |
| XPEV Xpeng Inc. - ADR | 1.12% | 634,400 | $1.2M | Add +29.0% |
Portfolio Sells Q1 2024 → Q2 2024
| CPNG Coupang Inc. | Reduce -8.7% | 6.03% | −1.96 |
| SNAP Snap Inc. Class A | Sold out | 0.00% | −0.91 |
| YMM Full Truck Alliance -SPN ADR | Reduce -18.4% | 6.77% | −0.88 |
| PDD PDD Holdings Inc. | Reduce -5.8% | 5.42% | −0.36 |
| P Everpure Inc. Class A | Reduce -30.4% | 5.75% | −0.24 |
| GRAB Grab Holdings Ltd. Class A | Reduce -2.1% | 6.86% | +0.56 |
| BABA Alibaba Group Holding-SP ADR | Reduce -64.3% | 6.86% | +2.13 |
| NOW ServiceNow Inc. | Reduce -4.8% | 10.28% | +2.77 |
Portfolio Buys Q1 2024 → Q2 2024
| HUCK Huckleberry AI Inc. | Add +153.0% | 5.02% | +2.77 |
| FLYW Flywire Corp.-Voting | Add +98.8% | 5.95% | +2.08 |
| BOX Box Inc. Class A | Add +17.0% | 6.34% | +0.82 |
| CSCO Cisco Systems Inc. | Add +8.1% | 7.30% | +0.54 |
| OKTA Okta Inc. | Add +19.7% | 6.90% | −0.07 |
| AMZN Amazon.com Inc. | Add +9.7% | 6.63% | −0.20 |
| PYPL PayPal Holdings Inc. | Add +10.6% | 5.88% | −1.03 |
| XPEV Xpeng Inc. - ADR | Add +29.0% | 1.12% | −2.52 |
| UBER Uber Technologies Inc. | Add +17.3% | 6.89% | −3.50 |
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 |