Managers / Q2 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 $108M in U.S.-listed holdings across 16 positions for Q2 2024.
Its largest position, NOW, represents 10.3% of the portfolio.
Compared with Q1 2024, the fund opened 0 new positions and exited 1.
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 · 79.8% · $86M
- ADR · 20.2% · $22M
Quarter-over-Quarter Changes full breakdown →
vs Q1 2024 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| DOMODOMO INC | ADDED | +400.0K | 661.4K | +$3M | $5M |
| SNAPSNAP INC | SOLD OUT | −24.2K | 0 | −$944,526 | $0 |
| FLYWFLYWIRE CORPORATION | ADDED | +159.9K | 321.7K | +$2M | $6M |
| BABAALIBABA GROUP HLDG LTD | TRIMMED | −43.5K | 24.2K | +$2M | $7M |
| PPURE STORAGE INC | TRIMMED | −36.3K | 82.9K | −$3,757 | $6M |
| XPEVXPENG INC | ADDED | +142.6K | 634.4K | −$3M | $1M |
| OKTAOKTA INC | ADDED | +13.6K | 82.5K | +$217,296 | $7M |
| YMMFULL TRUCK ALLIANCE CO LTD | TRIMMED | −200.6K | 888.8K | −$624,683 | $7M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q2 2024
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | NOWSERVICENOW INChistory → | COM | 10.28% | $11M | 9.7K |
| 2 | CSCOCISCO SYS INChistory → | COM | 7.30% | $8M | 151.4K |
| 3 | OKTAOKTA INChistory → | CL A | 6.90% | $7M | 82.5K |
| 4 | UBERUBER TECHNOLOGIES INChistory → | COM | 6.89% | $7M | 163.7K |
| 5 | GRABGRAB HOLDINGS LIMITEDhistory → | CLASS A ORD | 6.86% | $7M | 2.03M |
| 6 | BABAALIBABA GROUP HLDG LTDhistory → | SPONSORED ADS | 6.86% | $7M | 24.2K |
| 7 | YMMFULL TRUCK ALLIANCE CO LTDhistory → | SPONSORED ADS | 6.77% | $7M | 888.8K |
| 8 | AMZNAMAZON COM INChistory → | COM | 6.63% | $7M | 43.0K |
| 9 | BOXBOX INChistory → | CL A | 6.34% | $7M | 235.7K |
| 10 | CPNGCOUPANG INChistory → | CL A | 6.03% | $6M | 424.5K |
| 11 | FLYWFLYWIRE CORPORATIONhistory → | COM VTG | 5.95% | $6M | 321.7K |
| 12 | PYPLPAYPAL HLDGS INChistory → | COM | 5.88% | $6M | 118.1K |
| 13 | PPURE STORAGE INChistory → | CL A | 5.75% | $6M | 82.9K |
| 14 | PDDPDD HOLDINGS INChistory → | SPONSORED ADS | 5.42% | $6M | 48.5K |
| 15 | DOMODOMO INChistory → | COM CL B | 5.02% | $5M | 661.4K |
| 16 | XPEVXPENG INChistory → | ADS | 1.12% | $1M | 634.4K |
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 ↗.