Metavasi Capital LP: 13F holdings
CIK 18648352026Q2
| Positions | 24 |
|---|---|
| Reported value | $286.7m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| APP APPLOVIN CORP | 68,398 | $35.2m | 12.3% |
| DAVE DAVE INC | 72,534 | $27.0m | 9.4% |
| HOOD ROBINHOOD MKTS INC | 194,789 | $19.5m | 6.8% |
| HIMS HIMS & HERS HEALTH INC | 546,429 | $18.9m | 6.6% |
| TTMI TTM TECHNOLOGIES INC | 99,485 | $18.6m | 6.5% |
| TWST TWIST BIOSCIENCE CORP | 176,004 | $18.1m | 6.3% |
| EPAM EPAM SYS INC | 149,000 | $11.8m | 4.1% |
| RIOT RIOT PLATFORMS INC | 416,000 | $11.4m | 4.0% |
| HINGE HEALTH INC | 125,000 | $10.4m | 3.6% |
| NU HLDGS LTD | 710,228 | $9.5m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1864835")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.