Managers / Q3 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 $92M in U.S.-listed holdings across 18 positions for Q3 2023.
Its largest position, UBER, represents 9.0% of the portfolio.
Compared with Q2 2023, the fund opened 3 new positions and exited 2.
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 · 81.6% · $75M
- ADR · 18.4% · $17M
Quarter-over-Quarter Changes full breakdown →
vs Q2 2023 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| GRABGRAB HOLDINGS LIMITED | NEW | +1.31M | 1.31M | +$5M | $5M |
| SNAPSNAP INC | NEW | +373.5K | 373.5K | +$3M | $3M |
| LOGILOGITECH INTL S A | NEW | +41.8K | 41.8K | +$3M | $3M |
| DOMODOMO INC | ADDED | +163.4K | 261.4K | +$1M | $3M |
| GOOGLALPHABET INC | SOLD OUT | −37.0K | 0 | −$4M | $0 |
| LYFTLYFT INC | SOLD OUT | −671.2K | 0 | −$2M | $0 |
| ACTIVISION BLIZZARD INC | TRIMMED | −47.4K | 53.2K | −$3M | $5M |
| PDDPDD HOLDINGS INC | TRIMMED | −32.4K | 65.0K | −$359,686 | $6M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q3 2023
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INChistory → | COM | 8.99% | $8M | 179.8K |
| 2 | NOWSERVICENOW INChistory → | COM | 7.65% | $7M | 12.6K |
| 3 | CPNGCOUPANG INChistory → | CL A | 7.57% | $7M | 409.6K |
| 4 | OKTAOKTA INChistory → | CL A | 7.13% | $7M | 80.4K |
| 5 | PDDPDD HOLDINGS INChistory → | SPONSORED ADS | 6.93% | $6M | 65.0K |
| 6 | YMMFULL TRUCK ALLIANCE CO LTDhistory → | SPONSORED ADS | 6.69% | $6M | 874.2K |
| 7 | PPURE STORAGE INChistory → | CL A | 6.65% | $6M | 171.8K |
| 8 | CSCOCISCO SYS INChistory → | COM | 6.63% | $6M | 113.4K |
| 9 | AMZNAMAZON COM INChistory → | COM | 5.78% | $5M | 41.8K |
| 10 | INTUINTUIThistory → | COM | 5.75% | $5M | 10.3K |
| 11 | METAMETA PLATFORMS INChistory → | CL A | 5.50% | $5M | 16.9K |
| 12 | ACTIVISION BLIZZARD INC | COM | 5.41% | $5M | 53.2K |
| 13 | GRABGRAB HOLDINGS LIMITEDhistory → | CLASS A ORD | 5.03% | $5M | 1.31M |
| 14 | SNAPSNAP INChistory → | CL A | 3.62% | $3M | 373.5K |
| 15 | LOGILOGITECH INTL S Ahistory → | SHS | 3.13% | $3M | 41.8K |
| 16 | DOMODOMO INChistory → | COM CL B | 2.79% | $3M | 261.4K |
| 17 | XPEVXPENG INChistory → | ADS | 2.49% | $2M | 124.8K |
| 18 | BABAALIBABA GROUP HLDG LTDhistory → | SPONSORED ADS | 2.28% | $2M | 24.2K |
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 ↗.