☆Twenty Acre Capital LP
Quality Q
0.000
AUM ($M)
12
Positions
1
Turnover
0.92
Top-10 wt
100%
Herfindahl
1.000
History (qtrs)
3
Excess Return
not eligible
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Holdings · 16 positions · portfolio value $12M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆DOMO funds › | DOMO INC | HOLD | Common Stock | 100.0% | +92.2% | 12.4 | 781,400 | +0 | 0 | — |
| ☆YMM funds › | FULL TRUCK ALLIANCE CO LTD | EXIT | ADR | 0.0% | -6.6% | 0.0 | 0 | -786,100 | 0 | — |
| ☆OKTA funds › | OKTA INC | EXIT | — | 0.0% | -5.3% | 0.0 | 0 | -73,841 | 0 | — |
| ☆CPNG funds › | COUPANG INC | EXIT | Common Stock | 0.0% | -8.1% | 0.0 | 0 | -380,514 | 0 | — |
| ☆XPEV funds › | XPENG INC | EXIT | — | 0.0% | -5.1% | 0.0 | 0 | -397,400 | 0 | — |
| ☆BILL funds › | BILL HOLDINGS INC | EXIT | Common Stock | 0.0% | -6.0% | 0.0 | 0 | -181,400 | 0 | — |
| ☆FLYW funds › | FLYWIRE CORPORATION | EXIT | Common Stock | 0.0% | -2.6% | 0.0 | 0 | -317,100 | 0 | — |
| ☆P funds › | PURE STORAGE INC | EXIT | — | 0.0% | -8.1% | 0.0 | 0 | -196,928 | 0 | — |
| ☆BABA funds › | ALIBABA GROUP HLDG LTD | EXIT | ADR | 0.0% | -2.9% | 0.0 | 0 | -35,200 | 0 | — |
| ☆AMZN funds › | AMAZON COM INC | EXIT | Common Stock | 0.0% | -7.0% | 0.0 | 0 | -44,400 | 0 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | EXIT | — | 0.0% | -9.5% | 0.0 | 0 | -143,100 | 0 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | EXIT | — | 0.0% | -3.4% | 0.0 | 0 | -61,800 | 0 | — |
| ☆SNOW funds › | SNOWFLAKE INC | EXIT | — | 0.0% | -7.8% | 0.0 | 0 | -48,500 | 0 | — |
| ☆GRAB funds › | GRAB HOLDINGS LIMITED | EXIT | — | 0.0% | -6.7% | 0.0 | 0 | -1,865,200 | 0 | — |
| ☆NOW funds › | SERVICENOW INC | EXIT | — | 0.0% | -7.1% | 0.0 | 0 | -9,630 | 0 | — |
| ☆PDD funds › | PDD HOLDINGS INC | EXIT | — | 0.0% | -6.1% | 0.0 | 0 | -81,200 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 12 | 1 | 0.92 | 100% | 1.000 | 0.000 | — | left |
| 2025Q2 | 140 | 16 | 0.13 | 75% | 0.068 | 0.465 | — | entered |
| 2025Q1 | 122 | 17 | 0.00 | 71% | 0.064 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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