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TAC

Twenty Acre Capital Portfolio holdings

AUM $12.4M
1-Year Est. Return 49.87%
This Fund
S&P 500
This Quarter Est. Return
+13.39%
1 Year Est. Return
+49.87%
3 Year Est. Return
+196.1%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$12.4M
AUM Growth
-$128M
Cap. Flow
-$129M
Cap. Flow %
-1,043.14%
Top 10 Hldgs %
100%
Holding
16
New
–
Increased
–
Reduced
–
Closed
15
Avg Time Held
9 quarters
Top 10 Avg Time Held
1 quarter
Top 20 Avg Time Held
9 quarters

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
UBER icon
Uber
UBER
+$13.4M
2
CPNG icon
Coupang
CPNG
+$11.4M
3
P icon
Everpure Inc
P
+$11.3M
4
SNOW icon
Snowflake
SNOW
+$10.9M
5
NOW icon
ServiceNow
NOW
+$9.9M

Sector Composition

Rank Sector Weight
1 Technology 100%
2 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
HUCK icon
1
Huckleberry.ai, Inc. Class B Common Stock
HUCK
$147M
$12.4M 100%
781,400
– –
2023 Q2
9 quarters
AMZN icon
2
Amazon
AMZN
$2.83T
– –
-44,400
Closed -$9.74M –
BABA icon
3
Alibaba
BABA
$277B
– –
-35,200
Closed -$3.99M –
BILL icon
4
BILL Holdings
BILL
$3.82B
– –
-181,400
Closed -$8.39M –
CPNG icon
5
Coupang
CPNG
$28.4B
– –
-380,514
Closed -$11.4M –
FLYW icon
6
Flywire
FLYW
$2.28B
– –
-317,100
Closed -$3.71M –
GRAB icon
7
Grab
GRAB
$13.1B
– –
-1,865,200
Closed -$9.38M –
MRVL icon
8
Marvell Technology
MRVL
$247B
– –
-61,800
Closed -$4.78M –
NOW icon
9
ServiceNow
NOW
$146B
– –
-48,150
Closed -$9.9M –
OKTA icon
10
Okta
OKTA
$40.6B
– –
-73,841
Closed -$7.38M –
PDD icon
11
Pinduoduo
PDD
$116B
– –
-81,200
Closed -$8.5M –
P icon
12
Everpure Inc
P
$51.5B
– –
-196,928
Closed -$11.3M –
SNOW icon
13
Snowflake
SNOW
$130B
– –
-48,500
Closed -$10.9M –
UBER icon
14
Uber
UBER
$146B
– –
-143,100
Closed -$13.4M –
XPEV icon
15
XPeng
XPEV
$9.48B
– –
-397,400
Closed -$7.11M –
YMM icon
16
Full Truck Alliance
YMM
$8.88B
– –
-786,100
Closed -$9.28M –

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Twenty Acre Capital's Q3 2025 Portfolio in Review

As of Q3 2025, Twenty Acre Capital held 16 positions worth $12.4M, down 91% from $140M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Twenty Acre Capital withdrew a net $129M in Q3 2025, closing 15 positions. Its most notable exit was Uber, an estimated $13.4M position sold in full.

By sector, the portfolio is most concentrated in Technology at 100% of assets, up from 71% a quarter earlier, followed by Consumer Discretionary.

  • Twenty Acre Capital fully exited Uber in Q3 2025, selling an estimated $13.4M.
  • Twenty Acre Capital's ten largest holdings make up 100% of its $12.4M portfolio in Q3 2025.
  • Twenty Acre Capital opened 0 new positions and closed 15 in Q3 2025.
  • Twenty Acre Capital's portfolio value fell 91% quarter-over-quarter to $12.4M.

Based on Twenty Acre Capital's 13F filing for Q3 2025, filed 4 Nov 2025.