In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Twenty Acre Capital LP reported 17 stock positions worth $108.7 million . Its top holding was Uber Technologies (UBER) at 10.1% of the portfolio, followed by Coupang (CPNG, 8.0% ) and ServiceNow (NOW, 7.1% ). Compared with Q2 2024, it opened 2 new positions, sold out of 1, added to 4 and reduced 10. The biggest buy was a new position in Snowflake (SNOW) and the biggest sale an exit from Cisco Systems (CSCO).
Location NEWTOWN, PA
CIK 0001928941
Portfolio Value $108.7M (Q3 2024) Holdings 17 stocks · $108.7M Holdings quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q2 2024 UBER Uber Technologies Inc. 146,000 $11.0M Reduce -10.8% CPNG Coupang Inc. 355,414 $8.7M Reduce -16.3% NOW ServiceNow Inc. 8,610 $7.7M Reduce -11.3% YMM Full Truck Alliance -SPN ADR 799,300 $7.2M Reduce -10.1% PYPL PayPal Holdings Inc. 90,700 $7.1M Reduce -23.2% AMZN Amazon.com Inc. 37,900 $7.1M Reduce -11.9% GRAB Grab Holdings Ltd. Class A 1,811,700 $6.9M Reduce -10.8% OKTA Okta Inc. 91,641 $6.8M Add +11.0% P Everpure Inc. Class A filed as PURE STORAGE INC 134,828 $6.8M Add +62.6% FLYW Flywire Corp.-Voting 390,400 $6.4M Add +21.4% BOX Box Inc. Class A 181,200 $5.9M Reduce -23.1% XPEV Xpeng Inc. - ADR 475,900 $5.8M Reduce -25.0% SNOW Snowflake Inc. 47,400 $5.4M New HUCK Huckleberry AI Inc. filed as DOMO INC 661,400 $5.0M No change PDD PDD Holdings Inc. 34,900 $4.7M Reduce -28.0% BILL Bill Holdings Inc. 61,000 $3.2M New BABA Alibaba Group Holding-SP ADR 28,700 $3.0M Add +18.6%
Options reported separately and not counted above: QQQ calls ($4.9M).
Portfolio Sells Q2 2024 → Q3 2024 Portfolio Sells quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q2 2024 % Of Portfolio Change To Portfolio ▲ CSCO Cisco Systems Inc. Sold out 0.00% −7.30 NOW ServiceNow Inc. Reduce -11.3% 7.08% −3.20 PDD PDD Holdings Inc. Reduce -28.0% 4.33% −1.10 BOX Box Inc. Class A Reduce -23.1% 5.46% −0.88 GRAB Grab Holdings Ltd. Class A Reduce -10.8% 6.33% −0.53 YMM Full Truck Alliance -SPN ADR Reduce -10.1% 6.62% −0.15 AMZN Amazon.com Inc. Reduce -11.9% 6.50% −0.13 PYPL PayPal Holdings Inc. Reduce -23.2% 6.51% +0.63 CPNG Coupang Inc. Reduce -16.3% 8.03% +2.00 UBER Uber Technologies Inc. Reduce -10.8% 10.09% +3.21 XPEV Xpeng Inc. - ADR Reduce -25.0% 5.33% +4.21
Portfolio Buys Q2 2024 → Q3 2024 Portfolio Buys quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q2 2024 % Of Portfolio Change To Portfolio ▼ SNOW Snowflake Inc. New 5.01% +5.01 BILL Bill Holdings Inc. New 2.96% +2.96 P Everpure Inc. Class A Add +62.6% 6.23% +0.48 FLYW Flywire Corp.-Voting Add +21.4% 5.89% −0.07 OKTA Okta Inc. Add +11.0% 6.27% −0.63 BABA Alibaba Group Holding-SP ADR Add +18.6% 2.80% −4.06
Options Activity Q2 2024 → Q3 2024 Security Type Change vs Q2 2024 Underlying Shares Value ▼ QQQ Invesco QQQ Trust Series 1 call New 10,000 $4.9M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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