§ 13F · FUND PROFILE
Metavasi Capital LP.
AUM · $282M (13F)Positions · 29Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$93M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | 68K | $35M | 12.3% | +12% |
| 2 | DAVE | DAVE INC | 73K | $27M | 9.4% | −38% |
| 3 | HOOD | ROBINHOOD MKTS INC | 195K | $20M | 6.8% | +140% |
| 4 | HIMS | HIMS & HERS HEALTH INC | 546K | $19M | 6.6% | +146% |
| 5 | TTMI | TTM TECHNOLOGIES INC | 99K | $19M | 6.5% | −19% |
| 6 | TWST | TWIST BIOSCIENCE CORP | 176K | $18M | 6.3% | +76% |
| 7 | OIH | VANECK ETF TRUST | 39K | $14M | 5.0% | NEW |
| 8 | EPAM | EPAM SYS INC | 149K | $12M | 4.1% | NEW |
| 9 | RIOT | RIOT PLATFORMS INC | 416K | $11M | 4.0% | NEW |
| 10 | HNGE | HINGE HEALTH INC | 125K | $10M | 3.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE METAVASI SIGNAL
AC read
Metavasi Capital LP is a Other fund managing $282 million in assets. The fund runs a focused portfolio of just 29 positions.
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