Metavasi Capital LP 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
MC
Metavasi Capital LP
Institutional Filer 26.00%$168.0M20

Current Portfolio Holdings

Showing all 20 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1APPAppLovin CorporationTechnology61K$24.3M14.49%
2DAVEDave Inc.Technology118K$20.5M12.19%
3DASHDoorDash, Inc.Communication Services82K$12.3M7.34%
4TTMITTM Technologies, Inc.Technology122K$11.9M7.09%
5SPHRSphere Entertainment Co.Communication Services98K$11.5M6.86%
6SPOTSpotify Technology S.A.Communication Services23K$11.0M6.56%
7CVNACarvana Co.Consumer Cyclical26K$8.2M4.87%
8BEBloom Energy CorporationIndustrials58K$7.9M4.68%
9SATSEchoStar CorporationTechnology66K$7.7M4.60%
10COMPCompass, Inc.Technology1.0M$7.6M4.51%
11HOODRobinhood Markets, Inc.Financial Services107K$7.4M4.41%
12AKAMAkamai Technologies, Inc.Technology52K$5.9M3.54%
13SNSharkNinja, Inc.Consumer Cyclical54K$5.7M3.42%
14UUnity Software Inc.Technology250K$5.5M3.27%
15XMTRXometry, Inc.Industrials125K$5.1M3.04%
Showing 1 to 15 of 20 holdings