Back to Metavasi Capital LP
Q2 2026 13F filing
Updated 27 days ago25 disclosed positions worth $286.7M
Portfolio value
$286.7M
Total holdings
25
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APP APPLOVIN CORP | $35.2M | 68.4K | 12.29% | — |
| 2 | ? N/A DAVE INC | $27M | 72.5K | 9.43% | — |
| 3 | H HOOD ROBINHOOD MKTS INC | $19.5M | 194.8K | 6.81% | — |
| 4 | H HIMS HIMS & HERS HEALTH INC | $18.9M | 546.4K | 6.61% | — |
| 5 | T TTMI TTM TECHNOLOGIES INC | $18.6M | 99.5K | 6.49% | — |
| 6 | T TWST TWIST BIOSCIENCE CORP | $18.1M | 176.0K | 6.32% | — |
| 7 | H HODL VANECK ETF TRUST | $14.3M | 38.5K | 5.00% | — |
| 8 | E EPAM EPAM SYS INC | $11.8M | 149.0K | 4.12% | — |
| 9 | R RIOT RIOT PLATFORMS INC | $11.4M | 416.0K | 3.97% | — |
| 10 | H HNGE HINGE HEALTH INC | $10.4M | 125.0K | 3.62% | — |
| 11 | N NU NU HLDGS LTD | $9.5M | 710.2K | 3.31% | — |
| 12 | S SPHR SPHERE ENTERTAINMENT CO | $9.2M | 53.0K | 3.20% | — |
| 13 | D DASH DOORDASH INC | $9.2M | 49.7K | 3.20% | — |
| 14 | E ETHA ISHARES TR | $9.1M | 100.0K | 3.16% | — |
| 15 | W WRBY WARBY PARKER INC | $8.3M | 275.0K | 2.91% | — |
| 16 | S SKM SK TELECOM CO LTD | $8.2M | 255.0K | 2.86% | — |
| 17 | U U UNITY SOFTWARE INC | $7.9M | 277.5K | 2.77% | — |
| 18 | A AMZN AMAZON COM INC | $7.9M | 33.0K | 2.74% | — |
| 19 | S SN SHARKNINJA INC | $7.1M | 46.7K | 2.48% | — |
| 20 | R RDDT REDDIT INC | $6.9M | 40.0K | 2.42% | — |
| 21 | H HOOD ROBINHOOD MKTS INC | $6.1M | 61.0K | 2.13% | — |
| 22 | C CVNA CARVANA CO | $6M | 91.6K | 2.10% | — |
| 23 | P PURR HYPERLIQUID STRATEGIES INC | $3.1M | 400.0K | 1.10% | — |
| 24 | P PUMP PROPETRO HLDG CORP | $1.9M | 130.3K | 0.65% | — |
| 25 | T TALK TALKSPACE INC | $916K | 176.1K | 0.32% | — |