METAVASI CAPITAL LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BLND | 6.72M | $24.54M |
 | COMP | 1.76M | $14.10M |
 | TALK | 1.53M | $4.21M |
 | ZENV | 1.00M | $1.34M |
 | EVLV | 631K | $4.76M |
 | NU | 559K | $8.96M |
 | CPNG | 554K | $17.84M |
 | OPRA | 535K | $11.04M |
 | HOUS | 350K | $3.71M |
 | GLXY | 280K | $9.46M |
 | GTLB | 248K | $11.16M |
 | HIMS | 166K | $9.44M |
 | SPHR | 150K | $9.30M |
 | SN | 123K | $12.71M |
 | HOOD | 107K | $15.29M |
 | DAVE | 84K | $16.75M |
 | HUT | 75K | $2.61M |
 | TWLO | 59K | $5.91M |
 | APP | 58K | $41.97M |
 | ROKU | 53K | $5.31M |
Blend Labs, Inc.
BLND
Shares Held
6.72M
Value
$24.54M
Compass, Inc.
COMP
Shares Held
1.76M
Value
$14.10M
Talkspace, Inc.
TALK
Shares Held
1.53M
Value
$4.21M
Zenvia Inc.
ZENV
Shares Held
1.00M
Value
$1.34M
Evolv Technologies Holdings, Inc.
EVLV
Shares Held
631K
Value
$4.76M
Nu Holdings Ltd.
NU
Shares Held
559K
Value
$8.96M
Coupang, Inc.
CPNG
Shares Held
554K
Value
$17.84M
Opera Limited
OPRA
Shares Held
535K
Value
$11.04M
Anywhere Real Estate Inc.
HOUS
Shares Held
350K
Value
$3.71M
Galaxy Digital
GLXY
Shares Held
280K
Value
$9.46M
GitLab Inc.
GTLB
Shares Held
248K
Value
$11.16M
Hims & Hers Health, Inc.
HIMS
Shares Held
166K
Value
$9.44M
Sphere Entertainment Co.
SPHR
Shares Held
150K
Value
$9.30M
SharkNinja, Inc.
SN
Shares Held
123K
Value
$12.71M
Robinhood Markets, Inc.
HOOD
Shares Held
107K
Value
$15.29M
Dave Inc.
DAVE
Shares Held
84K
Value
$16.75M
Hut 8 Corp.
HUT
Shares Held
75K
Value
$2.61M
Twilio Inc.
TWLO
Shares Held
59K
Value
$5.91M
AppLovin Corporation
APP
Shares Held
58K
Value
$41.97M
Roku, Inc.
ROKU
Shares Held
53K
Value
$5.31M