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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

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
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
DOMO icon
1
Domo
DOMO
$184M
$12.4M 100%
781,400
– –
AMZN icon
2
Amazon
AMZN
$2.76T
– –
-44,400
Closed -$9.74M
BABA icon
3
Alibaba
BABA
$279B
– –
-35,200
Closed -$3.99M
BILL icon
4
BILL Holdings
BILL
$4.87B
– –
-181,400
Closed -$8.39M
CPNG icon
5
Coupang
CPNG
$29.2B
– –
-380,514
Closed -$11.4M
FLYW icon
6
Flywire
FLYW
$2.28B
– –
-317,100
Closed -$3.71M
GRAB icon
7
Grab
GRAB
$14.7B
– –
-1,865,200
Closed -$9.38M
MRVL icon
8
Marvell Technology
MRVL
$217B
– –
-61,800
Closed -$4.78M
NOW icon
9
ServiceNow
NOW
$143B
– –
-48,150
Closed -$9.9M
OKTA icon
10
Okta
OKTA
$30.1B
– –
-73,841
Closed -$7.38M
PDD icon
11
Pinduoduo
PDD
$121B
– –
-81,200
Closed -$8.5M
P
12
Everpure Inc
P
$33B
– –
-196,928
Closed -$11.3M
SNOW icon
13
Snowflake
SNOW
$114B
– –
-48,500
Closed -$10.9M
UBER icon
14
Uber
UBER
$157B
– –
-143,100
Closed -$13.4M
XPEV icon
15
XPeng
XPEV
$10.8B
– –
-397,400
Closed -$7.11M
YMM icon
16
Full Truck Alliance
YMM
$9.1B
– –
-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.