Metavasi Capital LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$157.5B
Holdings
23
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | COMPCOMPASS INC | 2,373,266 | $20.7B | 13.16% | |
| 2 | BLNDBLEND LABS INC | 5,554,101 | $18.6B | 11.82% | |
| 3 | APPAPPLOVIN CORP | 55,721 | $14.8B | 9.38% | |
| 4 | CVNACARVANA CO | 57,307 | $12.0B | 7.61% | |
| 5 | CPNGCOUPANG INC | 533,912 | $11.7B | 7.44% | |
| 6 | NUNU HLDGS LTD | 975,000 | $10.0B | 6.34% | |
| 7 | DAVEDAVE INC | 107,931 | $8.9B | 5.67% | |
| 8 | GQ9SPDR GOLD TR | 25,000 | $7.2B | 4.57% | |
| 9 | HIMSHIMS & HERS HEALTH INC | 193,968 | $5.7B | 3.64% | |
| 10 | RDDTREDDIT INC | 50,000 | $5.2B | 3.33% | |
| 11 | ROKUROKU INC | 74,000 | $5.2B | 3.31% | |
| 12 | NBISNEBIUS GROUP N.V. | 216,272 | $4.6B | 2.90% | |
| 13 | BABAALIBABA GROUP HLDG LTD | 32,000 | $4.2B | 2.69% | |
| 14 | NTESNETEASE INC | 40,000 | $4.1B | 2.61% | |
| 15 | PLNTPLANET FITNESS INC | 42,470 | $4.1B | 2.61% | |
| 16 | SNSHARKNINJA INC | 49,000 | $4.1B | 2.60% | |
| 17 | DUOLDUOLINGO INC | 11,500 | $3.6B | 2.27% | |
| 18 | MNDYMONDAY COM LTD | 14,475 | $3.5B | 2.24% | |
| 19 | HOODROBINHOOD MKTS INC | 75,000 | $3.1B | 1.98% | |
| 20 | TALKTALKSPACE INC | 1,139,099 | $2.9B | 1.85% | |
| 21 | ZENVZENVIA INC | 1,030,830 | $2.2B | 1.38% | |
| 22 | CORZCORE SCIENTIFIC INC NEW | 125,000 | $905.0M | 0.57% | |
| 23 | TBLATABOOLA.COM LTD | 481,774 | $75.6M | 0.05% |