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Twenty Acre Capital Lp Top Holdings and 13F Report (2024)

About Twenty Acre Capital Lp

Investment Activity

  • Twenty Acre Capital Lp has $113.60 million in total holdings as of September 30, 2024.
  • Twenty Acre Capital Lp owns shares of 18 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 16.23% of the portfolio was purchased this quarter.
  • About 19.49% of the portfolio was sold this quarter.
  • This quarter, Twenty Acre Capital Lp has purchased 16 new stocks and bought additional shares in 4 stocks.
  • Twenty Acre Capital Lp sold shares of 10 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Uber Technologies
$10,973,360
Coupang
$8,725,414
ServiceNow
$7,700,698
PayPal
$7,077,321

Largest New Holdings this Quarter

Snowflake
$5,444,364 Holding
Invesco QQQ
$4,880,700 Holding
BILL
$3,218,360 Holding

Largest Purchases this Quarter

Snowflake
47,400 shares (about $5.44M)
Invesco QQQ
10,000 shares (about $4.88M)
BILL
61,000 shares (about $3.22M)
Pure Storage
51,928 shares (about $2.61M)
Flywire
68,700 shares (about $1.13M)

Largest Sales this Quarter

PayPal
27,400 shares (about $2.14M)
XPeng
158,500 shares (about $1.93M)
PDD
13,600 shares (about $1.83M)
BOX
54,500 shares (about $1.78M)
Coupang
69,100 shares (about $1.70M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTwenty Acre Capital Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$10,973,360$1,330,332 -10.8%146,0009.7%Computer and Technology
Coupang, Inc. stock logo
CPNG
Coupang
$8,725,414$1,696,405 -16.3%355,4147.7%Retail/Wholesale
ServiceNow, Inc. stock logo
NOW
ServiceNow
$7,700,698$983,829 -11.3%8,6106.8%Computer and Technology
Full Truck Alliance Co. Ltd. stock logo
YMM
Full Truck Alliance
$7,201,693$806,395 -10.1%799,3006.3%Business Services
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$7,077,321$2,138,022 -23.2%90,7006.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,061,907$950,283 -11.9%37,9006.2%Retail/Wholesale
Grab Holdings Limited stock logo
GRAB
Grab
$6,884,460$836,380 -10.8%1,811,7006.1%Business Services
Okta, Inc. stock logo
OKTA
Okta
$6,812,592$676,494 11.0%91,6416.0%Computer and Technology
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$6,773,759$2,608,863 62.6%134,8286.0%Computer and Technology
Flywire Co. stock logo
FLYW
Flywire
$6,398,656$1,125,993 21.4%390,4005.6%Computer and Technology
Box, Inc. stock logo
BOX
BOX
$5,930,676$1,783,785 -23.1%181,2005.2%Computer and Technology
XPeng Inc. stock logo
XPEV
XPeng
$5,796,462$1,930,530 -25.0%475,9005.1%Auto/Tires/Trucks
Snowflake Inc. stock logo
SNOW
Snowflake
$5,444,364$5,444,364 New Holding47,4004.8%Computer and Technology
Domo, Inc. stock logo
DOMO
Domo
$4,967,1140.0%661,4004.4%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,880,700$4,880,700 New Holding10,0004.3%Finance
PDD Holdings Inc. stock logo
PDD
PDD
$4,704,869$1,833,416 -28.0%34,9004.1%Multi-Sector Conglomerates
BILL Holdings, Inc. stock logo
BILL
BILL
$3,218,360$3,218,360 New Holding61,0002.8%Computer and Technology
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$3,045,729$477,553 18.6%28,7002.7%Retail/Wholesale
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$0$7,856,476 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data