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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
+21.28%
1 Year Est. Return
+49.87%
3 Year Est. Return
+196.1%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$14M
Cap. Flow
-$2.72M
Cap. Flow %
-1.94%
Top 10 Hldgs %
74.75%
Holding
19
New
1
Increased
9
Reduced
6
Closed
3
Avg Time Held Equity + Options
9.5 quarters
Top 10 Avg Time Held Equity + Options
6.6 quarters
Top 20 Avg Time Held Equity + Options
9.3 quarters
Avg Time Held Equity only
9.5 quarters
Top 10 Avg Time Held Equity only
6.6 quarters
Top 20 Avg Time Held Equity only
9.3 quarters

Top Buys

Rank Stock Value
1
BILL icon
BILL Holdings
BILL
+$4.64M
2
MRVL icon
Marvell Technology
MRVL
+$3.86M
3
PDD icon
Pinduoduo
PDD
+$2.09M
4
P icon
Everpure Inc
P
+$2.02M
5
HUCK icon
Huckleberry.ai, Inc. Class B Common Stock
HUCK
+$1.21M

Top Sells

Rank Stock Value
1
PYPL icon
PayPal
PYPL
+$7.5M
2
BOX icon
Box
BOX
+$4.84M
3
UBER icon
Uber
UBER
+$3.61M
4
XPEV icon
XPeng
XPEV
+$1.4M
5
OKTA icon
Okta
OKTA
+$1.3M

Sector Composition

Rank Sector Weight
1 Technology 70.91%
2 Consumer Discretionary 29.09%
3 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
UBER icon
1
Uber
UBER
$143B
$13.4M 9.53%
143,100
-43,800
-23% -$3.61M
2022 Q1
13 quarters
CPNG icon
2
Coupang
CPNG
$27.8B
$11.4M 8.14%
380,514
-27,100
-7% -$694K
2022 Q1
13 quarters
P icon
3
Everpure Inc
P
$51.2B
$11.3M 8.1%
196,928
+40,500
+26% +$2.02M
2022 Q1
13 quarters
HUCK icon
4
Huckleberry.ai, Inc. Class B Common Stock
HUCK
$145M
$10.9M 7.8%
781,400
+120,000
+18% +$1.21M
2023 Q2
8 quarters
SNOW icon
5
Snowflake
SNOW
$127B
$10.9M 7.75%
48,500
-4,200
-8% -$759K
2024 Q3
3 quarters
NOW icon
6
ServiceNow
NOW
$149B
$9.9M 7.07%
48,150
+5,100
+12% +$962K
2022 Q2
12 quarters
AMZN icon
7
Amazon
AMZN
$2.82T
$9.74M 6.96%
44,400
+4,100
+10% +$811K
2022 Q1
13 quarters
GRAB icon
8
Grab
GRAB
$12.8B
$9.38M 6.7%
1,865,200
+193,100
+12% +$901K
2023 Q3
7 quarters
YMM icon
9
Full Truck Alliance
YMM
$8.83B
$9.28M 6.63%
786,100
-25,100
-3% -$292K
2022 Q3
11 quarters
PDD icon
10
Pinduoduo
PDD
$115B
$8.5M 6.07%
81,200
+19,900
+32% +$2.09M
2022 Q1
13 quarters
BILL icon
11
BILL Holdings
BILL
$3.81B
$8.39M 5.99%
181,400
+104,900
+137% +$4.64M
2024 Q3
3 quarters
OKTA icon
12
Okta
OKTA
$40.4B
$7.38M 5.27%
73,841
-12,200
-14% -$1.3M
2022 Q2
12 quarters
XPEV icon
13
XPeng
XPEV
$9.21B
$7.11M 5.07%
397,400
-71,900
-15% -$1.4M
2022 Q1
13 quarters
MRVL icon
14
Marvell Technology
MRVL
$243B
$4.78M 3.42%
+61,800
New +$3.86M
2025 Q2
0 quarters
BABA icon
15
Alibaba
BABA
$273B
$3.99M 2.85%
35,200
+6,500
+23% +$770K
2022 Q1
13 quarters
FLYW icon
16
Flywire
FLYW
$2.26B
$3.71M 2.65%
317,100
+42,100
+15% +$429K
2024 Q1
5 quarters
BOX icon
17
Box
BOX
$5.03B
– –
-153,100
Closed -$4.84M –
PYPL icon
18
PayPal
PYPL
$47.5B
– –
-87,900
Closed -$7.5M –
QQQ icon
19
PUT
Invesco QQQ Trust
QQQ
$500B
– –
-7,500
Closed -$3.52M –

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AVM
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LM
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KL
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TPC
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GCM
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Twenty Acre Capital's Q2 2025 Portfolio in Review

As of Q2 2025, Twenty Acre Capital held 19 positions worth $140M, up 11% from $126M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Twenty Acre Capital's Q2 2025 filing shows 1 new, 9 increased, 6 reduced and 3 closed positions. Its largest new stake was Marvell Technology: 61,800 shares worth $4.78M. The largest sale was PayPal, an estimated $7.5M.

By sector, the portfolio is most concentrated in Technology at 71% of assets, up from 66% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Twenty Acre Capital's largest Q2 2025 buy was Marvell Technology: 61,800 shares worth $4.78M.
  • Twenty Acre Capital added most to BILL Holdings in Q2 2025, an estimated $4.64M increase.
  • Twenty Acre Capital's biggest Q2 2025 reduction was Uber, cutting an estimated $3.61M.
  • Twenty Acre Capital fully exited PayPal in Q2 2025, selling an estimated $7.5M.
  • Twenty Acre Capital's ten largest holdings make up 75% of its $140M portfolio in Q2 2025.
  • Twenty Acre Capital opened 1 new position and closed 3 in Q2 2025.
  • Twenty Acre Capital's portfolio value rose 11% quarter-over-quarter to $140M.

Based on Twenty Acre Capital's 13F filing for Q2 2025, filed 14 Aug 2025.