Twenty Acre Capital LP
CIK: 0001928941SEC EDGAR →
Portfolio Value
$140.0M
Holdings
16
As of
Q2 2025
New Positions
1
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | UBER TECHNOLOGIES INC | 143,100 | $13.4M | 9.53% |
| 2 | COUPANG INC | 380,514 | $11.4M | 8.14% |
| 3 | PURE STORAGE INC | 196,928 | $11.3M | 8.10% |
| 4 | DOMO INC | 781,400 | $10.9M | 7.80% |
| 5 | SNOWFLAKE INC | 48,500 | $10.9M | 7.75% |
| 6 | SERVICENOW INC | 9,630 | $9.9M | 7.07% |
| 7 | AMAZON COM INC | 44,400 | $9.7M | 6.96% |
| 8 | GRAB HOLDINGS LIMITED | 1,865,200 | $9.4M | 6.70% |
| 9 | FULL TRUCK ALLIANCE CO LTD | 786,100 | $9.3M | 6.63% |
| 10 | PDD HOLDINGS INC | 81,200 | $8.5M | 6.07% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 11 | $99.3M | 70.9% |
| Consumer Cyclical | 5 | $40.7M | 29.1% |