Vault-13

Twenty Acre Capital LP

NEWTOWN, PA · CIK 1928941 · 13F filing filed 2025-11-04

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$12.4m reported value -91.2% vs Q2 2025
1positions
100.0%in top 10
0 new 0 added 0 reduced 15 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 DOMO INC COM CL B HUCK HUCK 781,400 $12.4m100.00% 100.00% UnchangedShares held: Q4 2024 661.4k, Q1 2025 661.4k, Q2 2025 781.4k, Q3 2025 781.4k

Sold out since Q2 2025

SecurityTickerShares held beforeValue then
UBER TECHNOLOGIES INC UBER UBER 143,100 $13.4m143.1k shares
COUPANG INC CPNG CPNG 380,514 $11.4m380.5k shares
PURE STORAGE INC P P 196,928 $11.3m196.9k shares
SNOWFLAKE INC SNOW SNOW 48,500 $10.9m48.5k shares
SERVICENOW INC NOW NOW 9,630 $9.9m9.6k shares
AMAZON COM INC AMZN AMZN 44,400 $9.7m44.4k shares
GRAB HOLDINGS LIMITED GRAB GRAB 1,865,200 $9.4m1.9m shares
FULL TRUCK ALLIANCE CO LTD YMM YMM 786,100 $9.3m786.1k shares
PDD HOLDINGS INC PDD PDD 81,200 $8.5m81.2k shares
BILL HOLDINGS INC BILL BILL 181,400 $8.4m181.4k shares
OKTA INC OKTA OKTA 73,841 $7.4m73.8k shares
XPENG INC XPEV XPEV 397,400 $7.1m397.4k shares
MARVELL TECHNOLOGY INC MRVL MRVL 61,800 $4.8m61.8k shares
ALIBABA GROUP HLDG LTD BABA BABA 35,200 $4.0m35.2k shares
FLYWIRE CORPORATION FLYW FLYW 317,100 $3.7m317.1k shares