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Twenty Acre Capital LP13F | |
| Twenty Acre Capital LP | |
| Last update 2025-05-14 | 18 Stocks (0 new) |
| Value $126.00 Mil | Turnover 0 % |
Twenty Acre Capital LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBER | Uber Technologies Inc | 186,900 | 11,273.8 | 0% | 8.950 | 0% | 0.010 | +20.40% | +50.18% | 189,438.9 | Software | |
PSTG | Pure Storage Inc | 156,428 | 9,609.4 | 0% | 7.630 | 0% | 0.050 | +39.21% | -5.39% | 18,995.5 | Hardware | |
NOW | ServiceNow Inc | 8,610 | 9,127.6 | 0% | 7.240 | 0% | 0.000 | +24.77% | -9.12% | 199,570.2 | Software | |
CPNG | Coupang Inc | 407,614 | 8,959.4 | 0% | 7.110 | 0% | 0.020 | +47.22% | +43.27% | 57,173.7 | Retail - Cyclical | |
AMZN | Amazon.com Inc | 40,300 | 8,841.4 | 0% | 7.020 | 0% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
YMM | Full Truck Alliance Co Ltd | 811,200 | 8,777.2 | 0% | 6.970 | 0% | 0.080 | +21.75% | +14.29% | 12,822.6 | Software | |
SNOW | Snowflake Inc | 52,700 | 8,137.4 | 0% | 6.460 | 0% | 0.020 | +51.22% | +40.46% | 72,367.1 | Software | |
GRAB | Grab Holdings Ltd | 1,672,100 | 7,892.3 | 0% | 6.260 | 0% | 0.040 | +29.93% | +13.14% | 22,022.2 | Software | |
PYPL | PayPal Holdings Inc | 87,900 | 7,502.3 | 0% | 5.950 | 0% | 0.010 | +21.59% | -13.10% | 72,132.8 | Credit Services | |
OKTA | Okta Inc | 86,041 | 6,780.0 | 0% | 5.380 | 0% | 0.050 | -2.55% | +21.10% | 16,707.2 | Software |
Twenty Acre Capital LP's Historical Top Holdings Breakdowns
Twenty Acre Capital LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PDD | PDD Holdings Inc | 2024-12-31 | Add Add | +2.09% | 94.39 ($115.88) 154.27 | $109.00 | -5.94% | Add 75.64% | 61,300 | 26,400 | |
UBER | Uber Technologies Inc | 2024-12-31 | Add Add | +2.01% | 59.93 ($71.36) 86.34 | $90.59 | 26.95% | Add 28.01% | 186,900 | 40,900 | |
FLYW | Flywire Corp | 2024-12-31 | Reduce Reduce | -1.66% | 15.72 ($19.6) 23.3 | $10.84 | -44.69% | Reduce -29.56% | 275,000 | -115,400 | |
PSTG | Pure Storage Inc | 2024-12-31 | Add Add | +1.08% | 48.19 ($55.8) 66.6 | $58.12 | 4.16% | Add 16.02% | 156,428 | 21,600 | |
BILL | BILL Holdings Inc | 2024-12-31 | Add Add | +1.07% | 51.4 ($74.94) 97.41 | $45.86 | -38.80% | Add 25.41% | 76,500 | 15,500 | |
CPNG | Coupang Inc | 2024-12-31 | Add Add | +0.94% | 21.98 ($24.55) 26.89 | $31.49 | 28.27% | Add 14.69% | 407,614 | 52,200 | |
BOX | Box Inc | 2024-12-31 | Reduce Reduce | -0.81% | 31.6 ($32.82) 35.65 | $32.43 | -1.19% | Reduce -15.51% | 153,100 | -28,100 | |
SNOW | Snowflake Inc | 2024-12-31 | Add Add | +0.67% | 109.65 ($141.29) 186.51 | $216.89 | 53.51% | Add 11.18% | 52,700 | 5,300 | |
GRAB | Grab Holdings Ltd | 2024-12-31 | Reduce Reduce | -0.47% | 3.6 ($4.56) 5.67 | $5.34 | 17.11% | Reduce -7.71% | 1,672,100 | -139,600 | |
AMZN | Amazon.com Inc | 2024-12-31 | Add Add | +0.43% | 180.8 ($204.89) 232.93 | $226.13 | 10.37% | Add 6.33% | 40,300 | 2,400 |
Twenty Acre Capital LP Total Holding History ($B)
Twenty Acre Capital LP's Asset Allocation
Twenty Acre Capital LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Twenty Acre Capital LP's Hypothetical Growth since 2025-03-31
Twenty Acre Capital LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Twenty Acre Capital LP's Holdings Heat Map
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Twenty Acre Capital LP's Holdings Bubble Chart
Twenty Acre Capital LP News
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