METAVASI CAPITAL LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COMP | 1.04M | $7.57M |
 | TALK | 382K | $1.98M |
 | NU | 279K | $4.02M |
 | U | 250K | $5.49M |
 | HIMS | 222K | $4.61M |
 | XMTR | 125K | $5.11M |
 | TTMI | 122K | $11.91M |
 | DAVE | 118K | $20.47M |
 | HOOD | 107K | $7.40M |
 | TWST | 100K | $4.75M |
 | SPHR | 98K | $11.52M |
 | DASH | 82K | $12.33M |
 | SATS | 66K | $7.73M |
 | APP | 61K | $24.34M |
 | BE | 58K | $7.86M |
 | SN | 54K | $5.74M |
 | AKAM | 52K | $5.95M |
 | CVNA | 26K | $8.17M |
 | SPOT | 23K | $11.01M |
Compass, Inc.
COMP
Shares Held
1.04M
Value
$7.57M
Talkspace, Inc.
TALK
Shares Held
382K
Value
$1.98M
Nu Holdings Ltd.
NU
Shares Held
279K
Value
$4.02M
Unity Software Inc.
U
Shares Held
250K
Value
$5.49M
Hims & Hers Health, Inc.
HIMS
Shares Held
222K
Value
$4.61M
Xometry, Inc.
XMTR
Shares Held
125K
Value
$5.11M
TTM Technologies, Inc.
TTMI
Shares Held
122K
Value
$11.91M
Dave Inc.
DAVE
Shares Held
118K
Value
$20.47M
Robinhood Markets, Inc.
HOOD
Shares Held
107K
Value
$7.40M
Twist Bioscience Corporation
TWST
Shares Held
100K
Value
$4.75M
Sphere Entertainment Co.
SPHR
Shares Held
98K
Value
$11.52M
DoorDash, Inc.
DASH
Shares Held
82K
Value
$12.33M
EchoStar Corporation
SATS
Shares Held
66K
Value
$7.73M
AppLovin Corporation
APP
Shares Held
61K
Value
$24.34M
Bloom Energy Corporation
BE
Shares Held
58K
Value
$7.86M
SharkNinja, Inc.
SN
Shares Held
54K
Value
$5.74M
Akamai Technologies, Inc.
AKAM
Shares Held
52K
Value
$5.95M
Carvana Co.
CVNA
Shares Held
26K
Value
$8.17M
Spotify Technology S.A.
SPOT
Shares Held
23K
Value
$11.01M