In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 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% ). Its holdings were unchanged from Q4 2024.
Location NEWTOWN, PA
CIK 0001928941
Portfolio Value $122.5M (Q1 2025) 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 Q4 2024 UBER Uber Technologies Inc. 186,900 $11.3M No change P Everpure Inc. Class A filed as PURE STORAGE INC 156,428 $9.6M No change NOW ServiceNow Inc. 8,610 $9.1M No change CPNG Coupang Inc. 407,614 $9.0M No change AMZN Amazon.com Inc. 40,300 $8.8M No change YMM Full Truck Alliance -SPN ADR 811,200 $8.8M No change SNOW Snowflake Inc. 52,700 $8.1M No change GRAB Grab Holdings Ltd. Class A 1,672,100 $7.9M No change PYPL PayPal Holdings Inc. 87,900 $7.5M No change OKTA Okta Inc. 86,041 $6.8M No change BILL Bill Holdings Inc. 76,500 $6.5M No change PDD PDD Holdings Inc. 61,300 $5.9M No change FLYW Flywire Corp.-Voting 275,000 $5.7M No change XPEV Xpeng Inc. - ADR 469,300 $5.5M No change BOX Box Inc. Class A 153,100 $4.8M No change 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
Options reported separately and not counted above: QQQ puts ($3.5M).
Portfolio Sells Q4 2024 → Q1 2025 Portfolio Sells quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▲ None this quarter.
Portfolio Buys Q4 2024 → Q1 2025 Portfolio Buys quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▼ None this quarter.
Options Activity Q4 2024 → Q1 2025 Security Type Change vs Q4 2024 Underlying Shares Value ▼ QQQ Invesco QQQ Trust Series 1 put New 7,500 $3.5M
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