Twenty Acre Capital LP
CIK
1928941
Location
NEWTOWN, PA
Portfolio Value
Micro
$12,377,376
Diversification
Highly concentrated
Filing Date
Global Rank
#7,521
/ 7,976
▼ 2620
Top Industry
Software - Application
100.0%
3Y Alpha vs SPY
-42.5%
Period ended 9 months ago
Filed Nov 4, 2025 · 7mo
15 quarters · since Mar 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-52.1%
SPY
+76.3%
Annualised alpha
-42.5%
Max drawdown
−81.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Top Position
100.0%
+89.9 pts
Top 5
100.0%
+56.2 pts
Top 10
100.0%
+21.9 pts
HHI
10,000
Highly concentrated+9,286
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 100.0% | $12,377,376 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| UBER | Uber Technologies, Inc | 143,100 | $13,351,230 | |
| CPNG | Coupang, Inc. | 380,514 | $11,400,199 | |
| P | Everpure, Inc. | 196,928 | $11,339,114 | |
| SNOW | Snowflake Inc. | 48,500 | $10,852,845 | |
| AMZN | Amazon Com Inc | 44,400 | $9,740,916 | |
| GRAB | Grab Holdings Ltd | 1,865,200 | $9,381,956 | |
| YMM | Full Truck Alliance Co. Ltd. | 786,100 | $9,283,841 | |
| PDD | PDD Holdings Inc. | 81,200 | $8,498,392 | |
| BILL | BILL Holdings, Inc. | 181,400 | $8,391,564 | |
| OKTA | Okta, Inc. | 73,841 | $7,381,884 | |
| XPEV | Xpeng Inc. | 397,400 | $7,105,512 | |
| MRVL | Marvell Technology, Inc. | 61,800 | $4,783,320 | |
| BABA | Alibaba Group Holding Ltd | 35,200 | $3,992,032 | |
| FLYW | Flywire Corp | 317,100 | $3,710,070 | |
| NOW | ServiceNow, Inc. | 9,630 | $1,980,082 | |
| No positions match the current search. | ||||
1 positions ·
$12,377,376 total
· as of Sep 30, 2025
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DOMO |
Domo, Inc.
Technology
|
Held | 781,400 | $12,377,376 | 100.00% |