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Twenty Acre Capital LP

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13F filer, CIK 1928941, NEWTOWN, PA

Twenty Acre Capital LP reported $140,029,444 across 16 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 74.75% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-25-000605

Period
2025-06-30
Reported value
$140M
Holdings
16
Top 10 weight
74.75%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BILLadded+104,900$4.85M
MRVLnew+61,800$4.78M
Padded+40,500$2.33M
PDDadded+19,900$2.08M
HUCKadded+120,000$1.68M

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
PYPLexited-87,900-$7.5M
BOXexited-153,100-$4.84M
UBERreduced-43,800-$4.09M
XPEVreduced-71,900-$1.29M
OKTAreduced-12,200-$1.22M

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 2025

Share positions as resolved from 13F-HR 0001754960-25-000605, largest first. % of portfolio is the value over $140,029,444, 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; 2023Q3: restricted; 2023Q4: 153,600 shares; 2024Q1: 139,600 shares; 2024Q2: 163,700 shares; 2024Q3: 146,000 shares; 2024Q4: 186,900 shares; 2025Q1: 186,900 shares; 2025Q2: 143,100 shares 143,100$13.4M9.53%-43,800Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 505,914 shares; 2024Q1: 464,914 shares; 2024Q2: 424,514 shares; 2024Q3: 355,414 shares; 2024Q4: 407,614 shares; 2025Q1: 407,614 shares; 2025Q2: 380,514 shares 380,514$11.4M8.14%-27,100Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 215,400 shares; 2024Q1: 119,200 shares; 2024Q2: 82,900 shares; 2024Q3: 134,828 shares; 2024Q4: 156,428 shares; 2025Q1: 156,428 shares; 2025Q2: 196,928 shares 196,928$11.3M8.1%+40,500Timeline
HUCKHUCKLEBERRY AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 261,400 shares; 2024Q1: 261,400 shares; 2024Q2: 661,400 shares; 2024Q3: 661,400 shares; 2024Q4: 661,400 shares; 2025Q1: 661,400 shares; 2025Q2: 781,400 shares 781,400$10.9M7.8%+120,000Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 47,400 shares; 2024Q4: 52,700 shares; 2025Q1: 52,700 shares; 2025Q2: 48,500 shares 48,500$10.9M7.75%-4,200Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 12,590 shares; 2024Q1: 10,200 shares; 2024Q2: 9,710 shares; 2024Q3: 8,610 shares; 2024Q4: 8,610 shares; 2025Q1: 8,610 shares; 2025Q2: 9,630 shares 9,630$9.9M7.07%+1,020Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 43,700 shares; 2024Q1: 39,200 shares; 2024Q2: 43,000 shares; 2024Q3: 37,900 shares; 2024Q4: 40,300 shares; 2025Q1: 40,300 shares; 2025Q2: 44,400 shares 44,400$9.74M6.96%+4,100Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 1,672,100 shares; 2025Q2: 1,865,200 shares 1,865,200$9.38M6.7%+193,100Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 929,300 shares; 2024Q1: 1,089,400 shares; 2024Q2: 888,800 shares; 2024Q3: 799,300 shares; 2024Q4: 811,200 shares; 2025Q1: 811,200 shares; 2025Q2: 786,100 shares 786,100$9.28M6.63%-25,100Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 55,200 shares; 2024Q1: 51,500 shares; 2024Q2: 48,500 shares; 2024Q3: 34,900 shares; 2024Q4: 61,300 shares; 2025Q1: 61,300 shares; 2025Q2: 81,200 shares 81,200$8.5M6.07%+19,900Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 61,000 shares; 2024Q4: 76,500 shares; 2025Q1: 76,500 shares; 2025Q2: 181,400 shares 181,400$8.39M5.99%+104,900Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 96,041 shares; 2024Q1: 68,941 shares; 2024Q2: 82,541 shares; 2024Q3: 91,641 shares; 2024Q4: 86,041 shares; 2025Q1: 86,041 shares; 2025Q2: 73,841 shares 73,841$7.38M5.27%-12,200Timeline
XPEVXPENG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 175,100 shares; 2024Q1: 491,800 shares; 2024Q2: 634,400 shares; 2024Q3: 475,900 shares; 2024Q4: 469,300 shares; 2025Q1: 469,300 shares; 2025Q2: 397,400 shares 397,400$7.11M5.07%-71,900Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,800 shares 61,800$4.78M3.42%newTimeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 57,100 shares; 2024Q1: 67,700 shares; 2024Q2: 24,200 shares; 2024Q3: 28,700 shares; 2024Q4: 28,700 shares; 2025Q1: 28,700 shares; 2025Q2: 35,200 shares 35,200$3.99M2.85%+6,500Timeline
FLYWFLYWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 161,800 shares; 2024Q2: 321,700 shares; 2024Q3: 390,400 shares; 2024Q4: 275,000 shares; 2025Q1: 275,000 shares; 2025Q2: 317,100 shares 317,100$3.71M2.65%+42,100Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
PYPLPAYPAL HLDGS INC87,900$7.5Mshares
BOXBOX INC153,100$4.84Mshares
QQQINVESCO QQQ TR7,500$3.52Mput

How Q2 2025 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 0001754960-25-000605 base2025-08-14acceptance time not in the bulk data set