Institutions / Metavasi Capital LP
Metavasi Capital LP
CIK 1864835 · Institution · as of Dec 31, 2025
Portfolio value
$226.98M
Positions
26
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 26 →
| Company | Value | % of portfolio |
|---|---|---|
| Sphere Entertainment Co. | $20.74M | 9.1% |
| Blend Labs, Inc. | $19.41M | 8.6% |
| AppLovin Corp | $18.82M | 8.3% |
| Dave Inc./DE | $16.39M | 7.2% |
| Compass, Inc. | $12.54M | 5.5% |
| Twilio Inc | $12.46M | 5.5% |
| Robinhood Markets, Inc. | $12.08M | 5.3% |
| TTM Technologies Inc | $11.81M | 5.2% |
| DoorDash, Inc. | $11.55M | 5.1% |
| Talkspace, Inc | $9.82M | 4.3% |
| Nu Hldgs Ltd | $9.37M | 4.1% |
| Bloom Energy Corp | $8.86M | 3.9% |
| Sharkninja Inc | $6.96M | 3.1% |
| Unity Software Inc. | $6.63M | 2.9% |
| Coupang, Inc. | $6.34M | 2.8% |
| Rocket Companies, Inc. | $5.42M | 2.4% |
| Wingstop Inc. | $5.15M | 2.3% |
| EchoStar CORP | $4.89M | 2.2% |
| Carvana Co. | $4.69M | 2.1% |
| Reddit, Inc. | $4.60M | 2.0% |
| Evolv Technologies Holdings Inc | $4.52M | 2.0% |
| Sea Ltd | $4.46M | 2.0% |
| MercadoLibre, Inc. | $4.43M | 2.0% |
| Xometry Inc | $4.16M | 1.8% |
| Zenvia Inc. | $867.3K | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.