Twenty Acre Capital LP logo

Twenty Acre Capital LP Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Twenty Acre Capital LP with $12.4M in long positions as of Q3 2025, 100% allocated to Technology, and 100% concentrated in top 10 positions.

Portfolio Value
$12.4M
Top 10 Concentration
100%
Top Sector
Technology (100%)
US Exposure
100%
Market Cap Focus
Small Cap
Countries
1

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 100.00%Technology
Technology
100.00%

Industry Breakdown

1 industry across all sectors

Software - Application: 100.00%Software - Application
Software - Application
Technology
100.00%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Small Cap ($300M - $2B): 100.00%Small Cap ($300M - $2B)
Small Cap ($300M - $2B)
100.00%

Portfolio Concentration

Top 10 Holdings %
100.0%
Top 20 Holdings %
100.0%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
100.0%
International
-
Countries
1
United States of America
100.00% ($12.4M)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
9 quarters
Avg. Top 20
9 quarters
Avg. All Positions
9 quarters
Median Holding Period
9 quarters
Persistence Rate
100.0%
Persistent Holdings Weight
100.0%
Persistent Positions
1
Longest Held
Domo, Inc. Class B Common Stock logo
Domo, Inc. Class B Common StockDOMO - 9 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.000%
Avg. Position Weight
100.00%
Largest Position
Domo, Inc. Class B Common Stock logo
Domo, Inc. Class B Common StockDOMO - 100.00%
Largest Ownership Stake
Domo, Inc. Class B Common Stock logo
Domo, Inc. Class B Common StockDOMO - 1.90%
Avg. Ownership Stake
1.90%
Ownership Stake >5%
0
Ownership Stake >1%
1

Historical (Since Q1 2022)

Avg. New Position
5.21%
Avg. Ownership Stake
0.09%
Largest Position
Domo, Inc. Class B Common Stock logo
Domo, Inc. Class B Common StockDOMO - 100.00% (Q3 2025)
Largest Ownership Stake
Domo, Inc. Class B Common Stock logo
Domo, Inc. Class B Common StockDOMO - 1.94% (Q2 2025)

Portfolio Turnover

Current Quarter

Turnover Ratio
521.6%
Value Traded
$64.56M
Positions Added
0
Positions Exited
15

Historical (Since Q1 2022)

Avg. Turnover Ratio
56.2%
Avg. Positions Added
3
Avg. Positions Exited
3
Highest Turnover
521.6%
Q3 2025

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