Managers / Q1 2023 · 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 $88M in U.S.-listed holdings across 18 positions for Q1 2023.
Its largest position, Activision Blizzard, represents 10.5% of the portfolio.
Compared with Q4 2022, the fund opened 0 new positions and exited 3.
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 · 84.2% · $74M
- ADR · 15.8% · $14M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2022 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| GOOGLALPHABET INC | ADDED | +25.6K | 47.0K | +$3M | $5M |
| QUALTRICS INTL INC | SOLD OUT | −262.8K | 0 | −$3M | $0 |
| COINCOINBASE GLOBAL INC | SOLD OUT | −63.9K | 0 | −$2M | $0 |
| PLUM ACQUISITION CORP I | SOLD OUT | −148.8K | 0 | −$2M | $0 |
| BABAALIBABA GROUP HLDG LTD | ADDED | +9.1K | 21.7K | +$1M | $2M |
| U S XPRESS ENTERPRISES INC | TRIMMED | −892.7K | 501.1K | +$453,803 | $3M |
| LYFTLYFT INC | TRIMMED | −199.2K | 152.7K | −$2M | $1M |
| PPURE STORAGE INC | ADDED | +82.2K | 261.6K | +$2M | $7M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2023
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | ACTIVISION BLIZZARD INC | COM | 10.53% | $9M | 107.8K |
| 2 | CPNGCOUPANG INChistory → | CL A | 7.82% | $7M | 428.2K |
| 3 | NOWSERVICENOW INChistory → | COM | 7.80% | $7M | 14.7K |
| 4 | UBERUBER TECHNOLOGIES INChistory → | COM | 7.64% | $7M | 211.2K |
| 5 | PPURE STORAGE INChistory → | CL A | 7.62% | $7M | 261.6K |
| 6 | CSCOCISCO SYS INChistory → | COM | 6.50% | $6M | 108.9K |
| 7 | PDDPDD HOLDINGS INChistory → | SPONSORED ADS | 6.27% | $5M | 72.4K |
| 8 | AMZNAMAZON COM INChistory → | COM | 5.94% | $5M | 50.4K |
| 9 | METAMETA PLATFORMS INChistory → | CL A | 5.91% | $5M | 24.4K |
| 10 | OKTAOKTA INChistory → | CL A | 5.83% | $5M | 59.2K |
| 11 | GOOGLALPHABET INChistory → | CAP STK CL A | 5.56% | $5M | 47.0K |
| 12 | YMMFULL TRUCK ALLIANCE CO LTDhistory → | SPONSORED ADS | 5.00% | $4M | 575.4K |
| 13 | PATHUIPATH INChistory → | CL A | 4.75% | $4M | 237.0K |
| 14 | U S XPRESS ENTERPRISES INC | COM CL A | 3.40% | $3M | 501.1K |
| 15 | VVISA INChistory → | COM CL A | 3.34% | $3M | 13.0K |
| 16 | BABAALIBABA GROUP HLDG LTDhistory → | SPONSORED ADS | 2.53% | $2M | 21.7K |
| 17 | XPEVXPENG INChistory → | ADS | 1.96% | $2M | 154.4K |
| 18 | LYFTLYFT INChistory → | CL A COM | 1.62% | $1M | 152.7K |
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 ↗.