Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Metavasi Capital LP (CIK 1864835) reported $276.3M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TLT ($108.3M, 39.21%), APP ($24.3M, 8.81%), DAVE ($20.5M, 7.41%), DASH ($12.3M, 4.46%), TTMI ($11.9M, 4.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TLT | ISHARES TR | $108.3M | 39.21% | 1.2M | Added |
| 2 | APP | APPLOVIN CORP | $24.3M | 8.81% | 61,167 | Added |
| 3 | DAVE | DAVE INC | $20.5M | 7.41% | 117,594 | Added |
| 4 | DASH | DOORDASH INC | $12.3M | 4.46% | 82,122 | Added |
| 5 | TTMI | TTM TECHNOLOGIES INC | $11.9M | 4.31% | 122,274 | Trimmed |
| 6 | MSGE | SPHERE ENTERTAINMENT CO | $11.5M | 4.17% | 98,106 | Trimmed |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | $11.0M | 3.99% | 22,713 | New |
| 8 | CVNA | CARVANA CO | $8.2M | 2.96% | 26,000 | Added |
| 9 | BE | BLOOM ENERGY CORP | $7.9M | 2.85% | 58,030 | Trimmed |
| 10 | SATS | ECHOSTAR CORP | $7.7M | 2.80% | 66,000 | Added |
| 11 | COMP | COMPASS INC | $7.6M | 2.74% | 1.0M | Trimmed |
| 12 | HOOD | ROBINHOOD MKTS INC | $7.4M | 2.68% | 106,789 | Hold |
| 13 | AKAM | AKAMAI TECHNOLOGIES INC | $5.9M | 2.15% | 51,798 | New |
| 14 | SN | SHARKNINJA INC | $5.7M | 2.08% | 54,234 | Trimmed |
| 15 | U | UNITY SOFTWARE INC | $5.5M | 1.99% | 250,000 | Added |
| 16 | XMTR | XOMETRY INC | $5.1M | 1.85% | 125,000 | Added |
| 17 | TWST | TWIST BIOSCIENCE CORP | $4.8M | 1.72% | 100,000 | New |
| 18 | HIMS | HIMS & HERS HEALTH INC | $4.6M | 1.67% | 222,000 | New |
| 19 | NU | NU HLDGS LTD | $4.0M | 1.45% | 279,475 | Trimmed |
| 20 | TALK | TALKSPACE INC | $2.0M | 0.72% | 382,300 | Trimmed |
| 21 | BLND | BLEND LABS INC | $0 | 0.00% | 0 | Exited |
| 22 | CPNG | COUPANG INC | $0 | 0.00% | 0 | Exited |
| 23 | EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $0 | 0.00% | 0 | Exited |
| 24 | MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | Exited |
| 25 | RDDT | REDDIT INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31