13F HOLDINGS REPORT
Twenty Acre Capital LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001754960-25-000605
Total Value
$140.0M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UBER TECHNOLOGIES INC | UBER | 143,100 | $13.4M | 9.53% |
| 2 | COUPANG INC | CPNG | 380,514 | $11.4M | 8.14% |
| 3 | PURE STORAGE INC | 74624M102 | 196,928 | $11.3M | 8.10% |
| 4 | DOMO INC | DOMO | 781,400 | $10.9M | 7.80% |
| 5 | SNOWFLAKE INC | SNOW | 48,500 | $10.9M | 7.75% |
| 6 | SERVICENOW INC | NOW | 9,630 | $9.9M | 7.07% |
| 7 | AMAZON COM INC | AMZN | 44,400 | $9.7M | 6.96% |
| 8 | GRAB HOLDINGS LIMITED | GRABW | 1,865,200 | $9.4M | 6.70% |
| 9 | FULL TRUCK ALLIANCE CO LTD | YMM | 786,100 | $9.3M | 6.63% |
| 10 | PDD HOLDINGS INC | PDD | 81,200 | $8.5M | 6.07% |
| 11 | BILL HOLDINGS INC | BILL | 181,400 | $8.4M | 5.99% |
| 12 | OKTA INC | OKTA | 73,841 | $7.4M | 5.27% |
| 13 | XPENG INC | XPNGF | 397,400 | $7.1M | 5.07% |
| 14 | MARVELL TECHNOLOGY INC | MRVL | 61,800 | $4.8M | 3.42% |
| 15 | ALIBABA GROUP HLDG LTD | BBAAY | 35,200 | $4.0M | 2.85% |
| 16 | FLYWIRE CORPORATION | FLYW | 317,100 | $3.7M | 2.65% |