Twenty Acre Capital LP
CIK 1928941 · View on SEC EDGAR ↗
- Portfolio value
- $12.4M
- Positions
- 1
- As of
- Sept. 30, 2025 Data as of Q3 2025
#8,951 of 9,443 by 13F value · top 94.8%
Portfolio value QoQ: -91.2% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 1
- Effective number of positions
- 1.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q3 2025: 0.0% Est. buys $0 · sells $129,113,286
Median holding: 3.0 quarters Tracked Q4 2024–Q3 2025 · 5.3% still held
- New positions
- 0
- Increased
- 0
- Decreased
- 0
- Closed
- 15
On this page
Sector breakdown
Technology
100.0%
Full portfolio 1 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| DOMO Domo, Inc. - Class B Common Stock | $12,377,376 | 100.00% | 781,400 | $1,461,218 | |||
| No matches | |||||||
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| DOMO | Price move only | +0 | +$1.5M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| UBER | Sept. 30, 2025 | 143,100 | $13,351,230 | -20.2% |
| CPNG | Sept. 30, 2025 | 380,514 | $11,400,199 | -50.0% |
| PSTG | Sept. 30, 2025 | 196,928 | $11,339,114 | No longer tracked |
| SNOW | Sept. 30, 2025 | 48,500 | $10,852,845 | 40.1% |
| NOW | Sept. 30, 2025 | 9,630 | $9,900,410 | -29.5% |
| AMZN | Sept. 30, 2025 | 44,400 | $9,740,916 | 17.4% |
| GRAB | Sept. 30, 2025 | 1,865,200 | $9,381,956 | -40.9% |
| YMM | Sept. 30, 2025 | 786,100 | $9,283,841 | -32.8% |
| PDD | Sept. 30, 2025 | 81,200 | $8,498,392 | -32.9% |
| BILL | Sept. 30, 2025 | 181,400 | $8,391,564 | -10.6% |
| PYPL | June 30, 2025 | 87,900 | $7,502,265 | -16.3% |
| OKTA | Sept. 30, 2025 | 73,841 | $7,381,885 | 44.7% |
| XPEV | Sept. 30, 2025 | 397,400 | $7,105,512 | -48.4% |
| BOX | June 30, 2025 | 153,100 | $4,837,960 | -4.5% |
| MRVL | Sept. 30, 2025 | 61,800 | $4,783,320 | 193.0% |
| BABA | Sept. 30, 2025 | 35,200 | $3,992,032 | -31.6% |
| FLYW | Sept. 30, 2025 | 317,100 | $3,710,070 | 37.8% |
| QQQ | June 30, 2025 | 7,500 | $3,516,900 |