Managers / Q2 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 $94M in U.S.-listed holdings across 17 positions for Q2 2023.
Its largest position, P, represents 9.4% of the portfolio.
Compared with Q1 2023, the fund opened 2 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 · 83.1% · $78M
- ADR · 16.9% · $16M
Quarter-over-Quarter Changes full breakdown →
vs Q1 2023 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| INTUINTUIT | NEW | +11.1K | 11.1K | +$5M | $5M |
| DOMODOMO INC | NEW | +98.0K | 98.0K | +$1M | $1M |
| LYFTLYFT INC | ADDED | +518.5K | 671.2K | +$886,687 | $2M |
| PATHUIPATH INC | SOLD OUT | −237.0K | 0 | −$4M | $0 |
| U S XPRESS ENTERPRISES INC | SOLD OUT | −501.1K | 0 | −$3M | $0 |
| VVISA INC | SOLD OUT | −13.0K | 0 | −$3M | $0 |
| OKTAOKTA INC | ADDED | +32.8K | 92.0K | +$1M | $6M |
| BABAALIBABA GROUP HLDG LTD | ADDED | +7.9K | 29.6K | +$249,854 | $2M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q2 2023
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | PPURE STORAGE INChistory → | CL A | 9.43% | $9M | 239.7K |
| 2 | ACTIVISION BLIZZARD INC | COM | 9.06% | $8M | 100.6K |
| 3 | UBERUBER TECHNOLOGIES INChistory → | COM | 8.94% | $8M | 193.7K |
| 4 | NOWSERVICENOW INChistory → | COM | 8.71% | $8M | 14.5K |
| 5 | CPNGCOUPANG INChistory → | CL A | 8.04% | $8M | 432.1K |
| 6 | PDDPDD HOLDINGS INChistory → | SPONSORED ADS | 7.20% | $7M | 97.4K |
| 7 | OKTAOKTA INChistory → | CL A | 6.82% | $6M | 92.0K |
| 8 | AMZNAMAZON COM INChistory → | COM | 6.34% | $6M | 45.5K |
| 9 | CSCOCISCO SYS INChistory → | COM | 6.02% | $6M | 108.9K |
| 10 | METAMETA PLATFORMS INChistory → | CL A | 5.54% | $5M | 18.1K |
| 11 | INTUINTUIThistory → | COM | 5.44% | $5M | 11.1K |
| 12 | YMMFULL TRUCK ALLIANCE CO LTDhistory → | SPONSORED ADS | 4.88% | $5M | 733.4K |
| 13 | GOOGLALPHABET INChistory → | CAP STK CL A | 4.73% | $4M | 37.0K |
| 14 | BABAALIBABA GROUP HLDG LTDhistory → | SPONSORED ADS | 2.64% | $2M | 29.6K |
| 15 | LYFTLYFT INChistory → | CL A COM | 2.46% | $2M | 671.2K |
| 16 | XPEVXPENG INChistory → | ADS | 2.21% | $2M | 154.4K |
| 17 | DOMODOMO INChistory → | COM CL B | 1.54% | $1M | 98.0K |
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 ↗.