Managers / Q4 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 $105M in U.S.-listed holdings across 18 positions for Q4 2023.
Its largest position, UBER, represents 9.0% of the portfolio.
Compared with Q3 2023, the fund opened 3 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 · 77.7% · $82M
- ADR · 20.5% · $22M
- ETP · 1.8% · $2M
Quarter-over-Quarter Changes full breakdown →
vs Q3 2023 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| BOXBOX INC | NEW | +145.6K | 145.6K | +$4M | $4M |
| PYPLPAYPAL HLDGS INC | NEW | +60.1K | 60.1K | +$4M | $4M |
| KRANESHARES TR | NEW | +70.0K | 70.0K | +$2M | $2M |
| BABAALIBABA GROUP HLDG LTD | ADDED | +32.9K | 57.1K | +$2M | $4M |
| METAMETA PLATFORMS INC | SOLD OUT | −16.9K | 0 | −$5M | $0 |
| ACTIVISION BLIZZARD INC | SOLD OUT | −53.2K | 0 | −$5M | $0 |
| LOGILOGITECH INTL S A | SOLD OUT | −41.8K | 0 | −$3M | $0 |
| XPEVXPENG INC | ADDED | +50.3K | 175.1K | +$263,381 | $3M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2023
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INChistory → | COM | 9.00% | $9M | 153.6K |
| 2 | NOWSERVICENOW INChistory → | COM | 8.46% | $9M | 12.6K |
| 3 | OKTAOKTA INChistory → | CL A | 8.27% | $9M | 96.0K |
| 4 | CPNGCOUPANG INChistory → | CL A | 7.79% | $8M | 505.9K |
| 5 | PDDPDD HOLDINGS INChistory → | SPONSORED ADS | 7.68% | $8M | 55.2K |
| 6 | PPURE STORAGE INChistory → | CL A | 7.31% | $8M | 215.4K |
| 7 | AMZNAMAZON COM INChistory → | COM | 6.32% | $7M | 43.7K |
| 8 | YMMFULL TRUCK ALLIANCE CO LTDhistory → | SPONSORED ADS | 6.20% | $7M | 929.3K |
| 9 | GRABGRAB HOLDINGS LIMITEDhistory → | CLASS A ORD | 5.83% | $6M | 1.82M |
| 10 | CSCOCISCO SYS INChistory → | COM | 5.67% | $6M | 117.9K |
| 11 | SNAPSNAP INChistory → | CL A | 5.03% | $5M | 312.0K |
| 12 | INTUINTUIThistory → | COM | 4.39% | $5M | 7.4K |
| 13 | BABAALIBABA GROUP HLDG LTDhistory → | SPONSORED ADS | 4.21% | $4M | 57.1K |
| 14 | BOXBOX INChistory → | CL A | 3.55% | $4M | 145.6K |
| 15 | PYPLPAYPAL HLDGS INChistory → | COM | 3.51% | $4M | 60.1K |
| 16 | DOMODOMO INChistory → | COM CL B | 2.56% | $3M | 261.4K |
| 17 | XPEVXPENG INChistory → | ADS | 2.43% | $3M | 175.1K |
| 18 | KRANESHARES TR | CSI CHI INTERNET | 1.80% | $2M | 70.0K |
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 ↗.