Filed: 2/13/2025ACC: 0001754960-25-000144
📋 What this filing means
TWENTY ACRE CAPITAL LP filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $122.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$122.50M
Total AUM (reported)
5.24M
Total Shares
Allocation by class
COM$43.23M35.3%
CL A$38.32M31.3%
SPONSORED ADS$17.16M14.0%
CLASS A ORD$7.89M6.4%
COM VTG$5.67M4.6%
ADS$5.55M4.5%
COM CL B$4.68M3.8%
Portfolio Concentration
Top 3$30.01M24.5%
4–10$56.89M46.4%
11–25$35.60M29.1%
Top 3 weight
24.5%
Top 10 weight
70.9%
Voting Authority Distribution
Total shares with voting rights: 5.24M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.24M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole17
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings17
Rows:
UBER TECHNOLOGIES INC
SOLEShares186.90K
TypeSH
Market value$11.27M
9.20%
Sole
0.00
Shared
0.00
None
186.90K
PURE STORAGE INC
SOLEShares156.43K
TypeSH
Market value$9.61M
7.84%
Sole
0.00
Shared
0.00
None
156.43K
SERVICENOW INC
SOLEShares8.61K
TypeSH
Market value$9.13M
7.45%
Sole
0.00
Shared
0.00
None
8.61K
COUPANG INC
SOLEShares407.61K
TypeSH
Market value$8.96M
7.31%
Sole
0.00
Shared
0.00
None
407.61K
AMAZON COM INC
SOLEShares40.30K
TypeSH
Market value$8.84M
7.22%
Sole
0.00
Shared
0.00
None
40.30K
FULL TRUCK ALLIANCE CO LTD
SOLEShares811.20K
TypeSH
Market value$8.78M
7.17%
Sole
0.00
Shared
0.00
None
811.20K
SNOWFLAKE INC
SOLEShares52.70K
TypeSH
Market value$8.14M
6.64%
Sole
0.00
Shared
0.00
None
52.70K
GRAB HOLDINGS LIMITED
SOLEShares1.67M
TypeSH
Market value$7.89M
6.44%
Sole
0.00
Shared
0.00
None
1.67M
PAYPAL HLDGS INC
SOLEShares87.90K
TypeSH
Market value$7.50M
6.12%
Sole
0.00
Shared
0.00
None
87.90K
OKTA INC
SOLEShares86.04K
TypeSH
Market value$6.78M
5.53%
Sole
0.00
Shared
0.00
None
86.04K
BILL HOLDINGS INC
SOLEShares76.50K
TypeSH
Market value$6.48M
5.29%
Sole
0.00
Shared
0.00
None
76.50K
PDD HOLDINGS INC
SOLEShares61.30K
TypeSH
Market value$5.95M
4.85%
Sole
0.00
Shared
0.00
None
61.30K
FLYWIRE CORPORATION
SOLEShares275K
TypeSH
Market value$5.67M
4.63%
Sole
0.00
Shared
0.00
None
275K
XPENG INC
SOLEShares469.30K
TypeSH
Market value$5.55M
4.53%
Sole
0.00
Shared
0.00
None
469.30K
BOX INC
SOLEShares153.10K
TypeSH
Market value$4.84M
3.95%
Sole
0.00
Shared
0.00
None
153.10K
DOMO INC
SOLEShares661.40K
TypeSH
Market value$4.68M
3.82%
Sole
0.00
Shared
0.00
None
661.40K
ALIBABA GROUP HLDG LTD
SOLEShares28.70K
TypeSH
Market value$2.43M
1.99%
Sole
0.00
Shared
0.00
None
28.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UBER TECHNOLOGIES INCSOLE | COM | 186.90K | SH | $11.27M 9.20% | 0.00 | 0.00 | 186.90K |
PURE STORAGE INCSOLE | CL A | 156.43K | SH | $9.61M 7.84% | 0.00 | 0.00 | 156.43K |
SERVICENOW INCSOLE | COM | 8.61K | SH | $9.13M 7.45% | 0.00 | 0.00 | 8.61K |
COUPANG INCSOLE | CL A | 407.61K | SH | $8.96M 7.31% | 0.00 | 0.00 | 407.61K |
AMAZON COM INCSOLE | COM | 40.30K | SH | $8.84M 7.22% | 0.00 | 0.00 | 40.30K |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 811.20K | SH | $8.78M 7.17% | 0.00 | 0.00 | 811.20K |
SNOWFLAKE INCSOLE | CL A | 52.70K | SH | $8.14M 6.64% | 0.00 | 0.00 | 52.70K |
GRAB HOLDINGS LIMITEDSOLE | CLASS A ORD | 1.67M | SH | $7.89M 6.44% | 0.00 | 0.00 | 1.67M |
PAYPAL HLDGS INCSOLE | COM | 87.90K | SH | $7.50M 6.12% | 0.00 | 0.00 | 87.90K |
OKTA INCSOLE | CL A | 86.04K | SH | $6.78M 5.53% | 0.00 | 0.00 | 86.04K |
BILL HOLDINGS INCSOLE | COM | 76.50K | SH | $6.48M 5.29% | 0.00 | 0.00 | 76.50K |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 61.30K | SH | $5.95M 4.85% | 0.00 | 0.00 | 61.30K |
FLYWIRE CORPORATIONSOLE | COM VTG | 275K | SH | $5.67M 4.63% | 0.00 | 0.00 | 275K |
XPENG INCSOLE | ADS | 469.30K | SH | $5.55M 4.53% | 0.00 | 0.00 | 469.30K |
BOX INCSOLE | CL A | 153.10K | SH | $4.84M 3.95% | 0.00 | 0.00 | 153.10K |
DOMO INCSOLE | COM CL B | 661.40K | SH | $4.68M 3.82% | 0.00 | 0.00 | 661.40K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 28.70K | SH | $2.43M 1.99% | 0.00 | 0.00 | 28.70K |