Managers / Q3 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 $114M in U.S.-listed holdings across 18 positions for Q3 2024.
Its largest position, UBER, represents 9.7% of the portfolio.
Compared with Q2 2024, the fund opened 3 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 · 77.4% · $88M
- ADR · 18.3% · $21M
- ETP · 4.3% · $5M
Quarter-over-Quarter Changes full breakdown →
vs Q2 2024 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| SNOWSNOWFLAKE INC | NEW | +47.4K | 47.4K | +$5M | $5M |
| QQQINVESCO QQQ TR | NEW | +10.0K | 10.0K | +$5M | $5M |
| BILLBILL HOLDINGS INC | NEW | +61.0K | 61.0K | +$3M | $3M |
| CSCOCISCO SYS INC | SOLD OUT | −151.4K | 0 | −$8M | $0 |
| PPURE STORAGE INC | ADDED | +51.9K | 134.8K | +$580,308 | $7M |
| PDDPDD HOLDINGS INC | TRIMMED | −13.6K | 34.9K | −$1M | $5M |
| XPEVXPENG INC | TRIMMED | −158.5K | 475.9K | +$5M | $6M |
| PYPLPAYPAL HLDGS INC | TRIMMED | −27.4K | 90.7K | +$748,825 | $7M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q3 2024
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INChistory → | COM | 9.66% | $11M | 146.0K |
| 2 | CPNGCOUPANG INChistory → | CL A | 7.68% | $9M | 355.4K |
| 3 | NOWSERVICENOW INChistory → | COM | 6.78% | $8M | 8.6K |
| 4 | YMMFULL TRUCK ALLIANCE CO LTDhistory → | SPONSORED ADS | 6.34% | $7M | 799.3K |
| 5 | PYPLPAYPAL HLDGS INChistory → | COM | 6.23% | $7M | 90.7K |
| 6 | AMZNAMAZON COM INChistory → | COM | 6.22% | $7M | 37.9K |
| 7 | GRABGRAB HOLDINGS LIMITEDhistory → | CLASS A ORD | 6.06% | $7M | 1.81M |
| 8 | OKTAOKTA INChistory → | CL A | 6.00% | $7M | 91.6K |
| 9 | PPURE STORAGE INChistory → | CL A | 5.96% | $7M | 134.8K |
| 10 | FLYWFLYWIRE CORPORATIONhistory → | COM VTG | 5.63% | $6M | 390.4K |
| 11 | BOXBOX INChistory → | CL A | 5.22% | $6M | 181.2K |
| 12 | XPEVXPENG INChistory → | ADS | 5.10% | $6M | 475.9K |
| 13 | SNOWSNOWFLAKE INChistory → | CL A | 4.79% | $5M | 47.4K |
| 14 | DOMODOMO INChistory → | COM CL B | 4.37% | $5M | 661.4K |
| 15 | PDDPDD HOLDINGS INChistory → | SPONSORED ADS | 4.14% | $5M | 34.9K |
| 16 | BILLBILL HOLDINGS INChistory → | COM | 2.83% | $3M | 61.0K |
| 17 | BABAALIBABA GROUP HLDG LTDhistory → | SPONSORED ADS | 2.68% | $3M | 28.7K |
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 ↗.