Filed: 8/14/2025ACC: 0001754960-25-000605
📋 What this filing means
TWENTY ACRE CAPITAL LP filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $140.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$140.03M
Total AUM (reported)
5.40M
Total Shares
Allocation by class
COM$46.17M33.0%
CL A$40.97M29.3%
SPONSORED ADS$21.77M15.5%
COM CL B$10.92M7.8%
CLASS A ORD$9.38M6.7%
ADS$7.11M5.1%
COM VTG$3.71M2.6%
Portfolio Concentration
Top 3$36.09M25.8%
4–10$68.57M49.0%
11–25$35.36M25.3%
Top 3 weight
25.8%
Top 10 weight
74.7%
Voting Authority Distribution
Total shares with voting rights: 5.40M
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
5.40M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole16
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings16
Rows:
UBER TECHNOLOGIES INC
SOLEShares143.10K
TypeSH
Market value$13.35M
9.53%
Sole
0.00
Shared
0.00
None
143.10K
COUPANG INC
SOLEShares380.51K
TypeSH
Market value$11.40M
8.14%
Sole
0.00
Shared
0.00
None
380.51K
PURE STORAGE INC
SOLEShares196.93K
TypeSH
Market value$11.34M
8.10%
Sole
0.00
Shared
0.00
None
196.93K
DOMO INC
SOLEShares781.40K
TypeSH
Market value$10.92M
7.80%
Sole
0.00
Shared
0.00
None
781.40K
SNOWFLAKE INC
SOLEShares48.50K
TypeSH
Market value$10.85M
7.75%
Sole
0.00
Shared
0.00
None
48.50K
SERVICENOW INC
SOLEShares9.63K
TypeSH
Market value$9.90M
7.07%
Sole
0.00
Shared
0.00
None
9.63K
AMAZON COM INC
SOLEShares44.40K
TypeSH
Market value$9.74M
6.96%
Sole
0.00
Shared
0.00
None
44.40K
GRAB HOLDINGS LIMITED
SOLEShares1.87M
TypeSH
Market value$9.38M
6.70%
Sole
0.00
Shared
0.00
None
1.87M
FULL TRUCK ALLIANCE CO LTD
SOLEShares786.10K
TypeSH
Market value$9.28M
6.63%
Sole
0.00
Shared
0.00
None
786.10K
PDD HOLDINGS INC
SOLEShares81.20K
TypeSH
Market value$8.50M
6.07%
Sole
0.00
Shared
0.00
None
81.20K
BILL HOLDINGS INC
SOLEShares181.40K
TypeSH
Market value$8.39M
5.99%
Sole
0.00
Shared
0.00
None
181.40K
OKTA INC
SOLEShares73.84K
TypeSH
Market value$7.38M
5.27%
Sole
0.00
Shared
0.00
None
73.84K
XPENG INC
SOLEShares397.40K
TypeSH
Market value$7.11M
5.07%
Sole
0.00
Shared
0.00
None
397.40K
MARVELL TECHNOLOGY INC
SOLEShares61.80K
TypeSH
Market value$4.78M
3.42%
Sole
0.00
Shared
0.00
None
61.80K
ALIBABA GROUP HLDG LTD
SOLEShares35.20K
TypeSH
Market value$3.99M
2.85%
Sole
0.00
Shared
0.00
None
35.20K
FLYWIRE CORPORATION
SOLEShares317.10K
TypeSH
Market value$3.71M
2.65%
Sole
0.00
Shared
0.00
None
317.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UBER TECHNOLOGIES INCSOLE | COM | 143.10K | SH | $13.35M 9.53% | 0.00 | 0.00 | 143.10K |
COUPANG INCSOLE | CL A | 380.51K | SH | $11.40M 8.14% | 0.00 | 0.00 | 380.51K |
PURE STORAGE INCSOLE | CL A | 196.93K | SH | $11.34M 8.10% | 0.00 | 0.00 | 196.93K |
DOMO INCSOLE | COM CL B | 781.40K | SH | $10.92M 7.80% | 0.00 | 0.00 | 781.40K |
SNOWFLAKE INCSOLE | CL A | 48.50K | SH | $10.85M 7.75% | 0.00 | 0.00 | 48.50K |
SERVICENOW INCSOLE | COM | 9.63K | SH | $9.90M 7.07% | 0.00 | 0.00 | 9.63K |
AMAZON COM INCSOLE | COM | 44.40K | SH | $9.74M 6.96% | 0.00 | 0.00 | 44.40K |
GRAB HOLDINGS LIMITEDSOLE | CLASS A ORD | 1.87M | SH | $9.38M 6.70% | 0.00 | 0.00 | 1.87M |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 786.10K | SH | $9.28M 6.63% | 0.00 | 0.00 | 786.10K |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 81.20K | SH | $8.50M 6.07% | 0.00 | 0.00 | 81.20K |
BILL HOLDINGS INCSOLE | COM | 181.40K | SH | $8.39M 5.99% | 0.00 | 0.00 | 181.40K |
OKTA INCSOLE | CL A | 73.84K | SH | $7.38M 5.27% | 0.00 | 0.00 | 73.84K |
XPENG INCSOLE | ADS | 397.40K | SH | $7.11M 5.07% | 0.00 | 0.00 | 397.40K |
MARVELL TECHNOLOGY INCSOLE | COM | 61.80K | SH | $4.78M 3.42% | 0.00 | 0.00 | 61.80K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 35.20K | SH | $3.99M 2.85% | 0.00 | 0.00 | 35.20K |
FLYWIRE CORPORATIONSOLE | COM VTG | 317.10K | SH | $3.71M 2.65% | 0.00 | 0.00 | 317.10K |