In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Twenty Acre Capital LP reported 17 stock positions worth $122.5 million . Its top holding was Uber Technologies (UBER) at 9.2% of the portfolio, followed by Everpure Class A (P, 7.8% ) and ServiceNow (NOW, 7.5% ). Compared with Q3 2024, it added to 8 and reduced 6. The biggest buy was Bill (BILL, shares +25% ) and the biggest sale Box Class A (BOX, shares −16% ).
Location NEWTOWN, PA
CIK 0001928941
Portfolio Value $122.5M (Q4 2024) Holdings 17 stocks · $122.5M 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 Q3 2024 UBER Uber Technologies Inc. 186,900 $11.3M Add +28.0% P Everpure Inc. Class A filed as PURE STORAGE INC 156,428 $9.6M Add +16.0% NOW ServiceNow Inc. 8,610 $9.1M No change CPNG Coupang Inc. 407,614 $9.0M Add +14.7% AMZN Amazon.com Inc. 40,300 $8.8M Add +6.3% YMM Full Truck Alliance -SPN ADR 811,200 $8.8M Add +1.5% SNOW Snowflake Inc. 52,700 $8.1M Add +11.2% GRAB Grab Holdings Ltd. Class A 1,672,100 $7.9M Reduce -7.7% PYPL PayPal Holdings Inc. 87,900 $7.5M Reduce -3.1% OKTA Okta Inc. 86,041 $6.8M Reduce -6.1% BILL Bill Holdings Inc. 76,500 $6.5M Add +25.4% PDD PDD Holdings Inc. 61,300 $5.9M Add +75.6% FLYW Flywire Corp.-Voting 275,000 $5.7M Reduce -29.6% XPEV Xpeng Inc. - ADR 469,300 $5.5M Reduce -1.4% BOX Box Inc. Class A 153,100 $4.8M Reduce -15.5% HUCK Huckleberry AI Inc. filed as DOMO INC 661,400 $4.7M No change BABA Alibaba Group Holding-SP ADR 28,700 $2.4M No change
Portfolio Sells Q3 2024 → Q4 2024 Portfolio Sells quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▲ BOX Box Inc. Class A Reduce -15.5% 3.95% −1.51 FLYW Flywire Corp.-Voting Reduce -29.6% 4.63% −1.26 XPEV Xpeng Inc. - ADR Reduce -1.4% 4.53% −0.80 OKTA Okta Inc. Reduce -6.1% 5.53% −0.73 PYPL PayPal Holdings Inc. Reduce -3.1% 6.12% −0.39 GRAB Grab Holdings Ltd. Class A Reduce -7.7% 6.44% +0.11
Portfolio Buys Q3 2024 → Q4 2024 Portfolio Buys quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▼ BILL Bill Holdings Inc. Add +25.4% 5.29% +2.33 SNOW Snowflake Inc. Add +11.2% 6.64% +1.64 P Everpure Inc. Class A Add +16.0% 7.84% +1.61 AMZN Amazon.com Inc. Add +6.3% 7.22% +0.72 YMM Full Truck Alliance -SPN ADR Add +1.5% 7.17% +0.54 PDD PDD Holdings Inc. Add +75.6% 4.85% +0.53 CPNG Coupang Inc. Add +14.7% 7.31% −0.71 UBER Uber Technologies Inc. Add +28.0% 9.20% −0.89
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ QQQ Invesco QQQ Trust Series 1 call Sold out 10,000 $4.9Mbefore exit
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