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Twenty Acre Capital LP

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13F filer, CIK 1928941, NEWTOWN, PA

Twenty Acre Capital LP reported $122,498,358 across 17 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-13. Its ten largest share positions make up 70.94% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-25-000144

Period
2024-12-31
Reported value
$122M
Holdings
17
Top 10 weight
70.94%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PDDadded+26,400$2.56M
UBERadded+40,900$2.47M
Padded+21,600$1.33M
BILLadded+15,500$1.31M
CPNGadded+52,200$1.15M

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
FLYWreduced-115,400-$2.38M
BOXreduced-28,100-$888K
GRABreduced-139,600-$659K
OKTAreduced-5,600-$441K
PYPLreduced-2,800-$239K

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, Q4 2024

Share positions as resolved from 13F-HR 0001754960-25-000144, largest first. % of portfolio is the value over $122,498,358, 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 153,600 shares; 2024Q1: 139,600 shares; 2024Q2: 163,700 shares; 2024Q3: 146,000 shares; 2024Q4: 186,900 shares 186,900$11.3M9.2%+40,900Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 215,400 shares; 2024Q1: 119,200 shares; 2024Q2: 82,900 shares; 2024Q3: 134,828 shares; 2024Q4: 156,428 shares 156,428$9.61M7.84%+21,600Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,590 shares; 2024Q1: 10,200 shares; 2024Q2: 9,710 shares; 2024Q3: 8,610 shares; 2024Q4: 8,610 shares 8,610$9.13M7.45%0Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 505,914 shares; 2024Q1: 464,914 shares; 2024Q2: 424,514 shares; 2024Q3: 355,414 shares; 2024Q4: 407,614 shares 407,614$8.96M7.31%+52,200Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,700 shares; 2024Q1: 39,200 shares; 2024Q2: 43,000 shares; 2024Q3: 37,900 shares; 2024Q4: 40,300 shares 40,300$8.84M7.22%+2,400Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 929,300 shares; 2024Q1: 1,089,400 shares; 2024Q2: 888,800 shares; 2024Q3: 799,300 shares; 2024Q4: 811,200 shares 811,200$8.78M7.17%+11,900Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 47,400 shares; 2024Q4: 52,700 shares 52,700$8.14M6.64%+5,300Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,819,400 shares; 2024Q1: 2,075,500 shares; 2024Q2: 2,031,800 shares; 2024Q3: 1,811,700 shares; 2024Q4: 1,672,100 shares 1,672,100$7.89M6.44%-139,600Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,100 shares; 2024Q1: 106,800 shares; 2024Q2: 118,100 shares; 2024Q3: 90,700 shares; 2024Q4: 87,900 shares 87,900$7.5M6.12%-2,800Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,041 shares; 2024Q1: 68,941 shares; 2024Q2: 82,541 shares; 2024Q3: 91,641 shares; 2024Q4: 86,041 shares 86,041$6.78M5.53%-5,600Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 61,000 shares; 2024Q4: 76,500 shares 76,500$6.48M5.29%+15,500Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 55,200 shares; 2024Q1: 51,500 shares; 2024Q2: 48,500 shares; 2024Q3: 34,900 shares; 2024Q4: 61,300 shares 61,300$5.95M4.85%+26,400Timeline
FLYWFLYWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 161,800 shares; 2024Q2: 321,700 shares; 2024Q3: 390,400 shares; 2024Q4: 275,000 shares 275,000$5.67M4.63%-115,400Timeline
XPEVXPENG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 175,100 shares; 2024Q1: 491,800 shares; 2024Q2: 634,400 shares; 2024Q3: 475,900 shares; 2024Q4: 469,300 shares 469,300$5.55M4.53%-6,600Timeline
BOXBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 145,600 shares; 2024Q1: 201,500 shares; 2024Q2: 235,700 shares; 2024Q3: 181,200 shares; 2024Q4: 153,100 shares 153,100$4.84M3.95%-28,100Timeline
HUCKHUCKLEBERRY AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 261,400 shares; 2024Q1: 261,400 shares; 2024Q2: 661,400 shares; 2024Q3: 661,400 shares; 2024Q4: 661,400 shares 661,400$4.68M3.82%0Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57,100 shares; 2024Q1: 67,700 shares; 2024Q2: 24,200 shares; 2024Q3: 28,700 shares; 2024Q4: 28,700 shares 28,700$2.43M1.99%0Timeline

Sold out in Q4 2024

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

SecurityShares beforeValue beforeType
QQQINVESCO QQQ TR10,000$4.88Mcall

How Q4 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 0001754960-25-000144 base2025-02-13acceptance time not in the bulk data set