Institutional Manager · CIK 0001928941
Twenty Acre Capital LP
NEWTOWN, PA · File #028-22499
Latest AUM
$12.4M
Positions
1
Top-10 Concentration
100.0%
Filings
8
Portfolio Value Over Time
2023-12
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | UBER TECHNOLOGIES INC | 90353T100 | -143,100 | -$13.4M | $0 |
| EXITED | COUPANG INC | 22266T109 | -380,514 | -$11.4M | $0 |
| EXITED | PURE STORAGE INC | 74624M102 | -196,928 | -$11.3M | $0 |
| EXITED | SNOWFLAKE INC | 833445109 | -48,500 | -$10.9M | $0 |
| EXITED | SERVICENOW INC | 81762P102 | -9,630 | -$9.9M | $0 |
| EXITED | AMAZON COM INC | 023135106 | -44,400 | -$9.7M | $0 |
| EXITED | GRAB HOLDINGS LIMITED | G4124C109 | -1,865,200 | -$9.4M | $0 |
| EXITED | FULL TRUCK ALLIANCE CO LTD | 35969L108 | -786,100 | -$9.3M | $0 |
| EXITED | PDD HOLDINGS INC | 722304102 | -81,200 | -$8.5M | $0 |
| EXITED | BILL HOLDINGS INC | 090043100 | -181,400 | -$8.4M | $0 |
Filing History
- 13F HOLDINGS REPORTQ/E Sep 20251 pos · $12.4M
- 13F HOLDINGS REPORTQ/E Jun 202516 pos · $140.0M
- 13F HOLDINGS REPORTQ/E Mar 202518 pos · $126.0M
- 13F HOLDINGS REPORTQ/E Dec 202417 pos · $122.5M
- 13F HOLDINGS REPORTQ/E Sep 202418 pos · $113.6M
- 13F HOLDINGS REPORTQ/E Jun 202416 pos · $107.7M
- 13F HOLDINGS REPORTQ/E Mar 202417 pos · $103.5M
- 13F HOLDINGS REPORTQ/E Dec 202318 pos · $92.0M
Top 1 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DOMO INC | 257554105 | 781,400 | $12.4M | 100.00% |