Twenty Acre Capital LP

CIK: 0001928941SEC EDGAR →

Portfolio Value

$140.0B

Holdings

16

As of

Q2 2025

New Positions

1

Closed Positions

3

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

UBER TECHNOLOGIES INC

143,100$13.4B
9.53%
2

COUPANG INC

380,514$11.4B
8.14%
3

PURE STORAGE INC

196,928$11.3B
8.10%
4

DOMO INC

781,400$10.9B
7.80%
5

SNOWFLAKE INC

48,500$10.9B
7.75%
6

SERVICENOW INC

9,630$9.9B
7.07%
7

AMAZON COM INC

44,400$9.7B
6.96%
8

GRAB HOLDINGS LIMITED

1,865,200$9.4B
6.70%
9

FULL TRUCK ALLIANCE CO LTD

786,100$9.3B
6.63%
10

PDD HOLDINGS INC

81,200$8.5B
6.07%

Quarterly Changes

Top Buys

DOMO↑ Increased
$6.2B
MRVLNEW
$4.8B
PDD↑ Increased
$2.6B
FLYW↑ Increased
$2.0B
BILL↑ Increased
$1.9B

Top Sells

PYPLCLOSED
$7.5B
BOXCLOSED
$4.8B
NDQCLOSED
$3.5B
SNOW↓ Decreased
$2.7B
CPNG↓ Decreased
$2.4B

New Positions (1)

$4.8B · 62K shares

Closed Positions (3)

$7.5B · 88K shares
$4.8B · 153K shares
$3.5B · 8K shares

Sector Breakdown

Sector# HoldingsValue%
Technology11$99.3B70.9%
Consumer Cyclical5$40.7B29.1%