Managers / Q4 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 $122M in U.S.-listed holdings across 17 positions for Q4 2024.
Its largest position, UBER, represents 9.2% of the portfolio.
Compared with Q3 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 · 81.5% · $100M
- ADR · 18.5% · $23M
Quarter-over-Quarter Changes full breakdown →
vs Q3 2024 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| QQQINVESCO QQQ TR | SOLD OUT | −10.0K | 0 | −$5M | $0 |
| PDDPDD HOLDINGS INC | ADDED | +26.4K | 61.3K | +$1M | $6M |
| FLYWFLYWIRE CORPORATION | TRIMMED | −115.4K | 275.0K | −$728,156 | $6M |
| UBERUBER TECHNOLOGIES INC | ADDED | +40.9K | 186.9K | +$300,448 | $11M |
| BILLBILL HOLDINGS INC | ADDED | +15.5K | 76.5K | +$3M | $6M |
| PPURE STORAGE INC | ADDED | +21.6K | 156.4K | +$3M | $10M |
| BOXBOX INC | TRIMMED | −28.1K | 153.1K | −$1M | $5M |
| CPNGCOUPANG INC | ADDED | +52.2K | 407.6K | +$233,942 | $9M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2024
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INChistory → | COM | 9.20% | $11M | 186.9K |
| 2 | PPURE STORAGE INChistory → | CL A | 7.84% | $10M | 156.4K |
| 3 | NOWSERVICENOW INChistory → | COM | 7.45% | $9M | 8.6K |
| 4 | CPNGCOUPANG INChistory → | CL A | 7.31% | $9M | 407.6K |
| 5 | AMZNAMAZON COM INChistory → | COM | 7.22% | $9M | 40.3K |
| 6 | YMMFULL TRUCK ALLIANCE CO LTDhistory → | SPONSORED ADS | 7.17% | $9M | 811.2K |
| 7 | SNOWSNOWFLAKE INChistory → | CL A | 6.64% | $8M | 52.7K |
| 8 | GRABGRAB HOLDINGS LIMITEDhistory → | CLASS A ORD | 6.44% | $8M | 1.67M |
| 9 | PYPLPAYPAL HLDGS INChistory → | COM | 6.12% | $8M | 87.9K |
| 10 | OKTAOKTA INChistory → | CL A | 5.53% | $7M | 86.0K |
| 11 | BILLBILL HOLDINGS INChistory → | COM | 5.29% | $6M | 76.5K |
| 12 | PDDPDD HOLDINGS INChistory → | SPONSORED ADS | 4.85% | $6M | 61.3K |
| 13 | FLYWFLYWIRE CORPORATIONhistory → | COM VTG | 4.63% | $6M | 275.0K |
| 14 | XPEVXPENG INChistory → | ADS | 4.53% | $6M | 469.3K |
| 15 | BOXBOX INChistory → | CL A | 3.95% | $5M | 153.1K |
| 16 | DOMODOMO INChistory → | COM CL B | 3.82% | $5M | 661.4K |
| 17 | BABAALIBABA GROUP HLDG LTDhistory → | SPONSORED ADS | 1.99% | $2M | 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 ↗.