AI Portfolio Summary
In 2025 Q3, Twenty Acre Capital LP maintained a portfolio of 16 distinct positions. Conversely, Twenty Acre Capital LP completely exited their position in UBER TECHNOLOGIES IN.
Total Positions
16
Quarter
2025 Q3
Top Holding
DOMO (100.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-16 of 16
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DOMO
DOMO INC
|
Technology | 100.00% | 7.80% |
#1
3
Prev: #4
|
7.0 | no change | no change |
P
S
|
781,400 | $12,377,376 | 2023 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.00% | 9.53% |
Sold All 😨
(Was: #1) |
0.0 | -143,100 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 0.00% | 8.14% |
Sold All 😨
(Was: #2) |
0.0 | -380,514 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
PSTG
PURE STORAGE IN...
|
Technology | 0.00% | 8.10% |
Sold All 😨
(Was: #3) |
0.0 | -196,928 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 0.00% | 7.75% |
Sold All 😨
(Was: #5) |
0.0 | -48,500 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
NOW
SERVICENOW INC
|
Technology | 0.00% | 7.07% |
Sold All 😨
(Was: #6) |
0.0 | -9,630 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.00% | 6.96% |
Sold All 😨
(Was: #7) |
0.0 | -44,400 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
GRAB
GRAB HOLDINGS L...
|
Technology | 0.00% | 6.70% |
Sold All 😨
(Was: #8) |
0.0 | -1,865,200 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
YMM
FULL TRUCK ALLI...
|
Technology | 0.00% | 6.63% |
Sold All 😨
(Was: #9) |
0.0 | -786,100 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 0.00% | 6.07% |
Sold All 😨
(Was: #10) |
0.0 | -81,200 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
BILL
BILL HOLDINGS I...
|
Technology | 0.00% | 5.99% |
Sold All 😨
(Was: #11) |
0.0 | -181,400 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
OKTA
OKTA INC
|
Technology | 0.00% | 5.27% |
Sold All 😨
(Was: #12) |
0.0 | -73,841 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
XPEV
XPENG INC
|
Consumer Cyclical | 0.00% | 5.07% |
Sold All 😨
(Was: #13) |
0.0 | -397,400 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.00% | 3.42% |
Sold All 😨
(Was: #14) |
0.0 | -61,800 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 0.00% | 2.85% |
Sold All 😨
(Was: #15) |
0.0 | -35,200 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
FLYW
FLYWIRE CORPORA...
|
Technology | 0.00% | 2.65% |
Sold All 😨
(Was: #16) |
0.0 | -317,100 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) |
Showing 1-16 of 16 holdings