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Twenty Acre Capital LP

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13F filer, CIK 1928941, NEWTOWN, PA

Twenty Acre Capital LP reported $103,519,369 across 17 holdings for the quarter ended 2024-03-31, in a 13F-HR filed 2024-05-14. Its ten largest share positions make up 73.28% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-24-000216

Period
2024-03-31
Reported value
$104M
Holdings
17
Top 10 weight
73.28%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FLYWnew+161,800$4.01M
PYPLadded+46,700$3.13M
XPEVadded+316,700$2.43M
BOXadded+55,900$1.58M
YMMadded+160,100$1.16M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SNAPreduced-287,800-$11.2M
Preduced-96,200-$5M
INTUexited-7,380-$4.61M
OKTAreduced-27,100-$2.84M
KWEBexited-70,000-$1.89M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2024

Share positions as resolved from 13F-HR 0001754960-24-000216, largest first. % of portfolio is the value over $103,519,369, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 153,600 shares; 2024Q1: 139,600 shares 139,600$10.7M10.38%-14,000Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 505,914 shares; 2024Q1: 464,914 shares 464,914$8.27M7.99%-41,000Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 929,300 shares; 2024Q1: 1,089,400 shares 1,089,400$7.92M7.65%+160,100Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,590 shares; 2024Q1: 10,200 shares 10,200$7.78M7.51%-2,390Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,041 shares; 2024Q1: 68,941 shares 68,941$7.21M6.97%-27,100Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,100 shares; 2024Q1: 106,800 shares 106,800$7.15M6.91%+46,700Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,700 shares; 2024Q1: 39,200 shares 39,200$7.07M6.83%-4,500Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 117,900 shares; 2024Q1: 140,100 shares 140,100$6.99M6.75%+22,200Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,819,400 shares; 2024Q1: 2,075,500 shares 2,075,500$6.52M6.3%+256,100Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 215,400 shares; 2024Q1: 119,200 shares 119,200$6.2M5.99%-96,200Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 55,200 shares; 2024Q1: 51,500 shares 51,500$5.99M5.78%-3,700Timeline
BOXBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 145,600 shares; 2024Q1: 201,500 shares 201,500$5.71M5.51%+55,900Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57,100 shares; 2024Q1: 67,700 shares 67,700$4.9M4.73%+10,600Timeline
FLYWFLYWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 161,800 shares 161,800$4.01M3.88%newTimeline
XPEVXPENG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 175,100 shares; 2024Q1: 491,800 shares 491,800$3.78M3.65%+316,700Timeline
HUCKHUCKLEBERRY AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 261,400 shares; 2024Q1: 261,400 shares 261,400$2.33M2.25%0Timeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 312,000 shares; 2024Q1: 24,200 shares 24,200$945K0.91%-287,800Timeline

Sold out in Q1 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
INTUINTUIT7,380$4.61Mshares
KWEBKRANESHARES TRUST70,000$1.89Mshares

How Q1 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-24-000216 base2024-05-14acceptance time not in the bulk data set