Twenty Acre Capital LP
Twenty Acre Capital LP is a Pennsylvania-based hedge fund investment adviser founded in 2021. As of March 2025, it manages $198.5 million in assets for pooled investment vehicles and certain institutional investors. The firm employs 8 staff, with a strong investor focus. Its clients include pooled investment vehicles and institutional investors, including a sovereign wealth fund. Twenty Acre Capital specializes in managing portfolios consisting mostly of publicly traded equities and related instruments.
Investment Strategy
Twenty Acre Capital LP manages concentrated portfolios of long and short positions in publicly traded equities, with a primary focus on technology and growth sectors. The firm seeks to generate alpha through fundamental analysis and active trading, with a willingness to shift allocations dynamically based on market conditions and investment theses. Holdings in Q1 2025 were largely centered on well-known technology, e-commerce, and data infrastructure companies, reflecting a growth and innovation emphasis. The firm makes discretionary investments for its pooled vehicles and institutional clients.
Top Holdings
Equity Positions (16)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U UBER | UBER TECHNOLOGIES INC | 9.53% | $13.4M | 143,100 | $42.60 | $93.30 | +$2.1M |
C CPNG | COUPANG INC | 8.14% | $11.4M | 380,514 | $16.89 | $29.96 | +$2.4M |
P PSTG | PURE STORAGE INC | 8.10% | $11.3M | 196,928 | $45.24 | $57.58 | +$1.7M |
D DOMO | DOMO INC | 7.80% | $10.9M | 781,400 | $9.93 | $13.97 | +$6.2M |
S SNOW | SNOWFLAKE INC | 7.75% | $10.9M | 48,500 | $118.84 | $223.77 | +$2.7M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Research Analyst | Newtown Grant, PA , United States | |
 | Equity Analyst | Hammonton, NJ , United States | |
 | Research Analyst | Newtown Grant, PA , United States |