METAVASI CAPITAL LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BLND | 6.39M | $19.41M |
 | TALK | 2.70M | $9.82M |
 | COMP | 1.19M | $12.54M |
 | ZENV | 900K | $867.32K |
 | EVLV | 631K | $4.52M |
 | NU | 559K | $9.37M |
 | RKT | 280K | $5.42M |
 | CPNG | 269K | $6.34M |
 | SPHR | 218K | $20.74M |
 | TTMI | 171K | $11.81M |
 | U | 150K | $6.63M |
 | HOOD | 107K | $12.08M |
 | BE | 102K | $8.86M |
 | TWLO | 88K | $12.46M |
 | DAVE | 74K | $16.39M |
 | XMTR | 70K | $4.16M |
 | SN | 62K | $6.96M |
 | DASH | 51K | $11.55M |
 | SATS | 45K | $4.89M |
 | SE | 35K | $4.46M |
Blend Labs, Inc.
BLND
Shares Held
6.39M
Value
$19.41M
Talkspace, Inc.
TALK
Shares Held
2.70M
Value
$9.82M
Compass, Inc.
COMP
Shares Held
1.19M
Value
$12.54M
Zenvia Inc.
ZENV
Shares Held
900K
Value
$867.32K
Evolv Technologies Holdings, Inc.
EVLV
Shares Held
631K
Value
$4.52M
Nu Holdings Ltd.
NU
Shares Held
559K
Value
$9.37M
Rocket Companies, Inc.
RKT
Shares Held
280K
Value
$5.42M
Coupang, Inc.
CPNG
Shares Held
269K
Value
$6.34M
Sphere Entertainment Co.
SPHR
Shares Held
218K
Value
$20.74M
TTM Technologies, Inc.
TTMI
Shares Held
171K
Value
$11.81M
Unity Software Inc.
U
Shares Held
150K
Value
$6.63M
Robinhood Markets, Inc.
HOOD
Shares Held
107K
Value
$12.08M
Bloom Energy Corporation
BE
Shares Held
102K
Value
$8.86M
Twilio Inc.
TWLO
Shares Held
88K
Value
$12.46M
Dave Inc.
DAVE
Shares Held
74K
Value
$16.39M
Xometry, Inc.
XMTR
Shares Held
70K
Value
$4.16M
SharkNinja, Inc.
SN
Shares Held
62K
Value
$6.96M
DoorDash, Inc.
DASH
Shares Held
51K
Value
$11.55M
EchoStar Corporation
SATS
Shares Held
45K
Value
$4.89M
Sea Limited
SE
Shares Held
35K
Value
$4.46M