Managers / Q2 2025 · 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 $140M in U.S.-listed holdings across 16 positions for Q2 2025.
Its largest position, UBER, represents 9.5% of the portfolio.
Compared with Q1 2025, the fund opened 1 new position 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 · 79.4% · $111M
- ADR · 20.6% · $29M
Quarter-over-Quarter Changes full breakdown →
vs Q1 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| MRVLMARVELL TECHNOLOGY INC | NEW | +61.8K | 61.8K | +$5M | $5M |
| BILLBILL HOLDINGS INC | ADDED | +104.9K | 181.4K | +$2M | $8M |
| PYPLPAYPAL HLDGS INC | SOLD OUT | −87.9K | 0 | −$8M | $0 |
| BOXBOX INC | SOLD OUT | −153.1K | 0 | −$5M | $0 |
| QQQINVESCO QQQ TR | SOLD OUT | −7.5K | 0 | −$4M | $0 |
| PDDPDD HOLDINGS INC | ADDED | +19.9K | 81.2K | +$3M | $8M |
| PPURE STORAGE INC | ADDED | +40.5K | 196.9K | +$2M | $11M |
| UBERUBER TECHNOLOGIES INC | TRIMMED | −43.8K | 143.1K | +$2M | $13M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q2 2025
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INChistory → | COM | 9.53% | $13M | 143.1K |
| 2 | CPNGCOUPANG INChistory → | CL A | 8.14% | $11M | 380.5K |
| 3 | PPURE STORAGE INChistory → | CL A | 8.10% | $11M | 196.9K |
| 4 | DOMODOMO INChistory → | COM CL B | 7.80% | $11M | 781.4K |
| 5 | SNOWSNOWFLAKE INChistory → | CL A | 7.75% | $11M | 48.5K |
| 6 | NOWSERVICENOW INChistory → | COM | 7.07% | $10M | 9.6K |
| 7 | AMZNAMAZON COM INChistory → | COM | 6.96% | $10M | 44.4K |
| 8 | GRABGRAB HOLDINGS LIMITEDhistory → | CLASS A ORD | 6.70% | $9M | 1.87M |
| 9 | YMMFULL TRUCK ALLIANCE CO LTDhistory → | SPONSORED ADS | 6.63% | $9M | 786.1K |
| 10 | PDDPDD HOLDINGS INChistory → | SPONSORED ADS | 6.07% | $8M | 81.2K |
| 11 | BILLBILL HOLDINGS INChistory → | COM | 5.99% | $8M | 181.4K |
| 12 | OKTAOKTA INChistory → | CL A | 5.27% | $7M | 73.8K |
| 13 | XPEVXPENG INChistory → | ADS | 5.07% | $7M | 397.4K |
| 14 | MRVLMARVELL TECHNOLOGY INChistory → | COM | 3.42% | $5M | 61.8K |
| 15 | BABAALIBABA GROUP HLDG LTDhistory → | SPONSORED ADS | 2.85% | $4M | 35.2K |
| 16 | FLYWFLYWIRE CORPORATIONhistory → | COM VTG | 2.65% | $4M | 317.1K |
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 ↗.