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Twenty Acre Capital LP

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13F filer, CIK 1928941, NEWTOWN, PA

Twenty Acre Capital LP reported $107,685,934 across 16 holdings for the quarter ended 2024-06-30, in a 13F-HR filed 2024-08-14. Its ten largest share positions make up 70.85% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-24-000436

Period
2024-06-30
Reported value
$108M
Holdings
16
Top 10 weight
70.85%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HUCKadded+400,000$3.27M
FLYWadded+159,900$3.19M
OKTAadded+13,600$1.22M
UBERadded+24,100$1.09M
BOXadded+34,200$990K

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
BABAreduced-43,500-$13.3M
Preduced-36,300-$2.71M
YMMreduced-200,600-$1.65M
SNAPexited-24,200-$945K
CPNGreduced-40,400-$618K

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, Q2 2024

Share positions as resolved from 13F-HR 0001754960-24-000436, largest first. % of portfolio is the value over $107,685,934, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,590 shares; 2024Q1: 10,200 shares; 2024Q2: 9,710 shares 9,710$11.1M10.28%-490Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 117,900 shares; 2024Q1: 140,100 shares; 2024Q2: 151,400 shares 151,400$7.86M7.3%+11,300Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,041 shares; 2024Q1: 68,941 shares; 2024Q2: 82,541 shares 82,541$7.43M6.9%+13,600Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 153,600 shares; 2024Q1: 139,600 shares; 2024Q2: 163,700 shares 163,700$7.42M6.89%+24,100Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,819,400 shares; 2024Q1: 2,075,500 shares; 2024Q2: 2,031,800 shares 2,031,800$7.39M6.86%-43,700Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57,100 shares; 2024Q1: 67,700 shares; 2024Q2: 24,200 shares 24,200$7.39M6.86%-43,500Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 929,300 shares; 2024Q1: 1,089,400 shares; 2024Q2: 888,800 shares 888,800$7.3M6.77%-200,600Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,700 shares; 2024Q1: 39,200 shares; 2024Q2: 43,000 shares 43,000$7.14M6.63%+3,800Timeline
BOXBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 145,600 shares; 2024Q1: 201,500 shares; 2024Q2: 235,700 shares 235,700$6.82M6.34%+34,200Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 505,914 shares; 2024Q1: 464,914 shares; 2024Q2: 424,514 shares 424,514$6.49M6.03%-40,400Timeline
FLYWFLYWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 161,800 shares; 2024Q2: 321,700 shares 321,700$6.41M5.95%+159,900Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,100 shares; 2024Q1: 106,800 shares; 2024Q2: 118,100 shares 118,100$6.33M5.88%+11,300Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 215,400 shares; 2024Q1: 119,200 shares; 2024Q2: 82,900 shares 82,900$6.19M5.75%-36,300Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 55,200 shares; 2024Q1: 51,500 shares; 2024Q2: 48,500 shares 48,500$5.84M5.42%-3,000Timeline
HUCKHUCKLEBERRY AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 261,400 shares; 2024Q1: 261,400 shares; 2024Q2: 661,400 shares 661,400$5.4M5.02%+400,000Timeline
XPEVXPENG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 175,100 shares; 2024Q1: 491,800 shares; 2024Q2: 634,400 shares 634,400$1.21M1.12%+142,600Timeline

Sold out in Q2 2024

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

SecurityShares beforeValue beforeType
SNAPSNAP INC24,200$945Kshares

How Q2 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 0001754960-24-000436 base2024-08-14acceptance time not in the bulk data set