Managers / Q1 2022 · view latest →
Twenty Acre Capital LP
CIK 0001928941 · 790 NEWTOWN YARDLEY ROAD, STE 425, NEWTOWN, PA, 18940 · 215-978-9807
Summary
Twenty Acre Capital LP reported $128M in U.S.-listed holdings across 24 positions for Q1 2022.
Its largest position, Zynga, represents 8.4% of the portfolio.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 83.2% · $107M
- ADR · 13.5% · $17M
- ETP · 1.8% · $2M
- Other · 1.4% · $2M
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| ZYNGA INC | NEW | +1.17M | 1.17M | +$11M | $11M |
| UBERUBER TECHNOLOGIES INC | NEW | +247.6K | 247.6K | +$9M | $9M |
| ACTIVISION BLIZZARD INC | NEW | +108.0K | 108.0K | +$9M | $9M |
| PPURE STORAGE INC | NEW | +242.3K | 242.3K | +$9M | $9M |
| AMZNAMAZON COM INC | NEW | +2.5K | 2.5K | +$8M | $8M |
| LYFTLYFT INC | NEW | +200.2K | 200.2K | +$8M | $8M |
| ALTERYX INC | NEW | +99.0K | 99.0K | +$7M | $7M |
| CMRCBIGCOMMERCE HLDGS INC | NEW | +309.7K | 309.7K | +$7M | $7M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2022
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | ZYNGA INC | CL A | 8.41% | $11M | 1.17M |
| 2 | UBERUBER TECHNOLOGIES INChistory → | COM | 6.88% | $9M | 247.6K |
| 3 | ACTIVISION BLIZZARD INC | COM | 6.74% | $9M | 108.0K |
| 4 | PPURE STORAGE INChistory → | CL A | 6.67% | $9M | 242.3K |
| 5 | AMZNAMAZON COM INChistory → | COM | 6.38% | $8M | 2.5K |
| 6 | LYFTLYFT INChistory → | CL A COM | 5.99% | $8M | 200.2K |
| 7 | ALTERYX INC | COM CL A | 5.52% | $7M | 99.0K |
| 8 | CMRCBIGCOMMERCE HLDGS INChistory → | COM SER 1 | 5.29% | $7M | 309.7K |
| 9 | METAMETA PLATFORMS INChistory → | CL A | 5.07% | $7M | 29.3K |
| 10 | VVISA INChistory → | COM CL A | 4.87% | $6M | 28.2K |
| 11 | XPEVXPENG INChistory → | ADS | 4.69% | $6M | 218.1K |
| 12 | CPNGCOUPANG INChistory → | CL A | 4.54% | $6M | 329.6K |
| 13 | GOOGLALPHABET INChistory → | CAP STK CL A | 3.94% | $5M | 1.8K |
| 14 | COINCOINBASE GLOBAL INChistory → | COM CL A | 3.35% | $4M | 22.6K |
| 15 | HUYAHUYA INChistory → | ADS REP SHS A | 3.25% | $4M | 934.4K |
| 16 | PDDPINDUODUO INChistory → | SPONSORED ADS | 3.08% | $4M | 98.4K |
| 17 | CSCOCISCO SYS INChistory → | COM | 2.74% | $4M | 63.0K |
| 18 | QUALTRICS INTL INC | COM CL A | 2.67% | $3M | 120.1K |
| 19 | U S XPRESS ENTERPRISES INC | COM CL A | 2.35% | $3M | 777.6K |
| 20 | DIDIYDIDI GLOBAL INChistory → | SPONSORED ADS | 1.90% | $2M | 974.4K |
| 21 | QQQINVESCO QQQ TRhistory → | UNIT SER 1 | 1.84% | $2M | 6.5K |
| 22 | ROOT INC | COM CL A | 1.84% | $2M | 1.20M |
| 23 | PLUM ACQUISITION CORP I | UNIT 03/15/2026 | 1.37% | $2M | 178.8K |
| 24 | BABAALIBABA GROUP HLDG LTD | SPONSORED ADS | 0.63% | $805,000 | 7.4K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q3 2025 | $12M | 1 | Nov 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $140M | 16 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $126M | 18 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $122M | 17 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $114M | 18 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $108M | 16 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $104M | 17 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $105M | 18 | Feb 15, 2024 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2023 | $92M | 18 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $94M | 17 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $88M | 18 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $82M | 21 | Feb 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $89M | 23 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $100M | 23 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $128M | 24 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.