In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Twenty Acre Capital LP reported 16 stock positions worth $140.0 million . Its top holding was Uber Technologies (UBER) at 9.5% of the portfolio, followed by Coupang (CPNG, 8.1% ) and Everpure Class A (P, 8.1% ). Compared with Q1 2025, it opened 1 new position, sold out of 2, added to 9 and reduced 6. The biggest buy was Huckleberry AI (HUCK, shares +18% ) and the biggest sale an exit from PayPal (PYPL).
Location NEWTOWN, PA
CIK 0001928941
Portfolio Value $140.0M (Q2 2025) Holdings 16 stocks · $140.0M 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 Q1 2025 UBER Uber Technologies Inc. 143,100 $13.4M Reduce -23.4% CPNG Coupang Inc. 380,514 $11.4M Reduce -6.7% P Everpure Inc. Class A filed as PURE STORAGE INC 196,928 $11.3M Add +25.9% HUCK Huckleberry AI Inc. filed as DOMO INC 781,400 $10.9M Add +18.1% SNOW Snowflake Inc. 48,500 $10.9M Reduce -8.0% NOW ServiceNow Inc. 9,630 $9.9M Add +11.8% AMZN Amazon.com Inc. 44,400 $9.7M Add +10.2% GRAB Grab Holdings Ltd. Class A 1,865,200 $9.4M Add +11.6% YMM Full Truck Alliance -SPN ADR 786,100 $9.3M Reduce -3.1% PDD PDD Holdings Inc. 81,200 $8.5M Add +32.5% BILL Bill Holdings Inc. 181,400 $8.4M Add +137.1% OKTA Okta Inc. 73,841 $7.4M Reduce -14.2% XPEV Xpeng Inc. - ADR 397,400 $7.1M Reduce -15.3% MRVL Marvell Technology Inc. 61,800 $4.8M New BABA Alibaba Group Holding-SP ADR 35,200 $4.0M Add +22.6% FLYW Flywire Corp.-Voting 317,100 $3.7M Add +15.3%
Portfolio Sells Q1 2025 → Q2 2025 Portfolio Sells quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▲ PYPL PayPal Holdings Inc. Sold out 0.00% −6.12 BOX Box Inc. Class A Sold out 0.00% −3.95 YMM Full Truck Alliance -SPN ADR Reduce -3.1% 6.63% −0.54 OKTA Okta Inc. Reduce -14.2% 5.27% −0.26 UBER Uber Technologies Inc. Reduce -23.4% 9.53% +0.33 XPEV Xpeng Inc. - ADR Reduce -15.3% 5.07% +0.55 CPNG Coupang Inc. Reduce -6.7% 8.14% +0.83 SNOW Snowflake Inc. Reduce -8.0% 7.75% +1.11
Portfolio Buys Q1 2025 → Q2 2025 Portfolio Buys quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▼ HUCK Huckleberry AI Inc. Add +18.1% 7.80% +3.97 MRVL Marvell Technology Inc. New 3.42% +3.42 PDD PDD Holdings Inc. Add +32.5% 6.07% +1.22 BABA Alibaba Group Holding-SP ADR Add +22.6% 2.85% +0.86 BILL Bill Holdings Inc. Add +137.1% 5.99% +0.70 GRAB Grab Holdings Ltd. Class A Add +11.6% 6.70% +0.26 P Everpure Inc. Class A Add +25.9% 8.10% +0.25 AMZN Amazon.com Inc. Add +10.2% 6.96% −0.26 NOW ServiceNow Inc. Add +11.8% 7.07% −0.38 FLYW Flywire Corp.-Voting Add +15.3% 2.65% −1.98
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ QQQ Invesco QQQ Trust Series 1 put Sold out 7,500 $3.5Mbefore 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