Managers / Q1 2024 · 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 $104M in U.S.-listed holdings across 17 positions for Q1 2024.
Its largest position, UBER, represents 10.4% of the portfolio.
Compared with Q4 2023, the fund opened 1 new position 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 · 78.2% · $81M
- ADR · 21.8% · $23M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2023 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| FLYWFLYWIRE CORPORATION | NEW | +161.8K | 161.8K | +$4M | $4M |
| XPEVXPENG INC | ADDED | +316.7K | 491.8K | +$1M | $4M |
| INTUINTUIT | SOLD OUT | −7.4K | 0 | −$5M | $0 |
| KRANESHARES TR | SOLD OUT | −70.0K | 0 | −$2M | $0 |
| SNAPSNAP INC | TRIMMED | −287.8K | 24.2K | −$4M | $944,526 |
| PYPLPAYPAL HLDGS INC | ADDED | +46.7K | 106.8K | +$3M | $7M |
| PPURE STORAGE INC | TRIMMED | −96.2K | 119.2K | −$1M | $6M |
| BOXBOX INC | ADDED | +55.9K | 201.5K | +$2M | $6M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2024
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INChistory → | COM | 10.38% | $11M | 139.6K |
| 2 | CPNGCOUPANG INChistory → | CL A | 7.99% | $8M | 464.9K |
| 3 | YMMFULL TRUCK ALLIANCE CO LTDhistory → | SPONSORED ADS | 7.65% | $8M | 1.09M |
| 4 | NOWSERVICENOW INChistory → | COM | 7.51% | $8M | 10.2K |
| 5 | OKTAOKTA INChistory → | CL A | 6.97% | $7M | 68.9K |
| 6 | PYPLPAYPAL HLDGS INChistory → | COM | 6.91% | $7M | 106.8K |
| 7 | AMZNAMAZON COM INChistory → | COM | 6.83% | $7M | 39.2K |
| 8 | CSCOCISCO SYS INChistory → | COM | 6.75% | $7M | 140.1K |
| 9 | GRABGRAB HOLDINGS LIMITEDhistory → | CLASS A ORD | 6.30% | $7M | 2.08M |
| 10 | PPURE STORAGE INChistory → | CL A | 5.99% | $6M | 119.2K |
| 11 | PDDPDD HOLDINGS INChistory → | SPONSORED ADS | 5.78% | $6M | 51.5K |
| 12 | BOXBOX INChistory → | CL A | 5.51% | $6M | 201.5K |
| 13 | BABAALIBABA GROUP HLDG LTDhistory → | SPONSORED ADS | 4.73% | $5M | 67.7K |
| 14 | FLYWFLYWIRE CORPORATIONhistory → | COM VTG | 3.88% | $4M | 161.8K |
| 15 | XPEVXPENG INChistory → | ADS | 3.65% | $4M | 491.8K |
| 16 | DOMODOMO INChistory → | COM CL B | 2.25% | $2M | 261.4K |
| 17 | SNAPSNAP INC | CL A | 0.91% | $944,526 | 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 ↗.