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Twenty Acre Capital Lp Top Holdings and 13F Report (2025)

About Twenty Acre Capital Lp

Investment Activity

  • Twenty Acre Capital Lp has $122.50 million in total holdings as of December 31, 2024.
  • Twenty Acre Capital Lp owns shares of 17 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 8.40% of the portfolio was purchased this quarter.
  • About 7.81% of the portfolio was sold this quarter.
  • This quarter, Twenty Acre Capital Lp has purchased 18 new stocks and bought additional shares in 8 stocks.
  • Twenty Acre Capital Lp sold shares of 6 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Uber Technologies
$11,273,808
Pure Storage
$9,609,372
ServiceNow
$9,127,633
Coupang
$8,959,356
Amazon.com
$8,841,417

Largest Purchases this Quarter

PDD
26,400 shares (about $2.56M)
Uber Technologies
40,900 shares (about $2.47M)
Pure Storage
21,600 shares (about $1.33M)
BILL
15,500 shares (about $1.31M)
Coupang
52,200 shares (about $1.15M)

Largest Sales this Quarter

Flywire
115,400 shares (about $2.38M)
BOX
28,100 shares (about $887.96K)
Grab
139,600 shares (about $658.91K)
Okta
5,600 shares (about $441.28K)
PayPal
2,800 shares (about $238.98K)

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
$11,273,808$2,467,088 28.0%186,9009.2%Computer and Technology
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$9,609,372$1,326,888 16.0%156,4287.8%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$9,127,6330.0%8,6107.5%Computer and Technology
Coupang, Inc. stock logo
CPNG
Coupang
$8,959,356$1,147,356 14.7%407,6147.3%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8,841,417$526,536 6.3%40,3007.2%Retail/Wholesale
Full Truck Alliance Co. Ltd. stock logo
YMM
Full Truck Alliance
$8,777,184$128,758 1.5%811,2007.2%Business Services
Snowflake Inc. stock logo
SNOW
Snowflake
$8,137,407$818,373 11.2%52,7006.6%Computer and Technology
Grab Holdings Limited stock logo
GRAB
Grab
$7,892,312$658,912 -7.7%1,672,1006.4%Computer and Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$7,502,265$238,980 -3.1%87,9006.1%Computer and Technology
Okta, Inc. stock logo
OKTA
Okta
$6,780,031$441,280 -6.1%86,0415.5%Computer and Technology
BILL Holdings, Inc. stock logo
BILL
BILL
$6,480,315$1,313,005 25.4%76,5005.3%Computer and Technology
PDD Holdings Inc. stock logo
PDD
PDD
$5,945,487$2,560,536 75.6%61,3004.9%Retail/Wholesale
Flywire Co. stock logo
FLYW
Flywire
$5,670,500$2,379,548 -29.6%275,0004.6%Computer and Technology
XPeng Inc. stock logo
XPEV
XPeng
$5,547,126$78,012 -1.4%469,3004.5%Auto/Tires/Trucks
Box, Inc. stock logo
BOX
BOX
$4,837,960$887,960 -15.5%153,1003.9%Computer and Technology
Domo, Inc. stock logo
DOMO
Domo
$4,682,7120.0%661,4003.8%Computer and Technology
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$2,433,4730.0%28,7002.0%Retail/Wholesale
Invesco QQQ stock logo
QQQ
Invesco QQQ
$0$4,880,700 -100.0%00.0%Finance

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