Twenty Acre Capital LP Portfolio Holdings

Twenty Acre Capital LP

  • $140 Million
  • Q2 2025

Twenty Acre Capital LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $140 Million distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Uber Technologies, Inc with a value of $13.4M, Coupang, Inc. with a value of $11.4M, Pure Storage, Inc. with a value of $11.3M, Domo, Inc. with a value of $10.9M, and Snowflake Inc. with a value of $10.9M.

Examining the 13F form we can see an increase of $15.3M in the current position value, from $125M to 140M.

Twenty Acre Capital LP is based out at Newtown, PA

Below you can find more details about Twenty Acre Capital LP portfolio as well as his latest detailed transactions.

Portfolio value $140 Million
Technology: $99.3 Million
Consumer Cyclical: $40.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$182B
$13.4 Million 9.53% of portfolio
143,100
Q2 2025 Reduced 23.43%
$44.8B
$11.4 Million 8.14% of portfolio
380,514
Q2 2025 Reduced 6.65%
$17.8B
$11.3 Million 8.1% of portfolio
196,928
Q2 2025 Added 25.89%
$451M
$10.9 Million 7.8% of portfolio
781,400
Q2 2025 Added 18.14%
$61.8B
$10.9 Million 7.75% of portfolio
48,500
Q2 2025 Reduced 7.97%
$172B
$9.9 Million 7.07% of portfolio
9,630
Q2 2025 Added 11.85%
$2.26T
$9.74 Million 6.96% of portfolio
44,400
Q2 2025 Added 10.17%
$18.6B
$9.38 Million 6.7% of portfolio
1,865,200
Q2 2025 Added 11.55%
$12.6B
$9.28 Million 6.63% of portfolio
786,100
Q2 2025 Reduced 3.09%
$147B
$8.5 Million 6.07% of portfolio
81,200
Q2 2025 Added 32.46%
$4.12B
$8.39 Million 5.99% of portfolio
181,400
Q2 2025 Added 137.12%
$13.6B
$7.38 Million 5.27% of portfolio
73,841
Q2 2025 Reduced 14.18%
$17.2B
$7.11 Million 5.07% of portfolio
397,400
Q2 2025 Reduced 15.32%
$66.3B
$4.78 Million 3.42% of portfolio
61,800
Q2 2025 New
$324B
$3.99 Million 2.85% of portfolio
35,200
Q2 2025 Added 22.65%
$1.2B
$3.71 Million 2.65% of portfolio
317,100
Q2 2025 Added 15.31%

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $140 Million
  • Prior Value $125 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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