Metavasi Capital LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$331.0B
Holdings
30
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 58,411 | $42.0B | 12.68% | |
| 2 | WIXWIX COM LTD | 152,500 | $27.1B | 8.18% | Call |
| 3 | BLNDBLEND LABS INC | 7,322,274 | $26.7B | 8.07% | Call |
| 4 | TLTISHARES TR | 211,500 | $18.9B | 5.71% | Call |
| 5 | CPNGCOUPANG INC | 553,912 | $17.8B | 5.39% | |
| 6 | DAVEDAVE INC | 84,019 | $16.7B | 5.06% | |
| 7 | COMPCOMPASS INC | 2,006,004 | $16.1B | 4.87% | Call |
| 8 | HOODROBINHOOD MKTS INC | 106,789 | $15.3B | 4.62% | |
| 9 | OPRAOPERA LTD | 724,843 | $15.0B | 4.52% | Call |
| 10 | SNSHARKNINJA INC | 123,234 | $12.7B | 3.84% | |
| 11 | CVNACARVANA CO | 32,510 | $12.3B | 3.70% | |
| 12 | GTLBGITLAB INC | 247,500 | $11.2B | 3.37% | |
| 13 | SPHRSPHERE ENTERTAINMENT CO | 177,176 | $11.0B | 3.32% | Call |
| 14 | GLXYGALAXY DIGITAL INC. | 279,749 | $9.5B | 2.86% | |
| 15 | HIMSHIMS & HERS HEALTH INC | 166,409 | $9.4B | 2.85% | |
| 16 | NUNU HLDGS LTD | 559,475 | $9.0B | 2.71% | |
| 17 | MNDYMONDAY COM LTD | 46,000 | $8.9B | 2.69% | |
| 18 | RDDTREDDIT INC | 29,173 | $6.7B | 2.03% | |
| 19 | TWLOTWILIO INC | 59,000 | $5.9B | 1.78% | |
| 20 | ROKUROKU INC | 53,000 | $5.3B | 1.60% | |
| 21 | WYFIWHITEFIBER INC | 191,145 | $5.2B | 1.57% | |
| 22 | EVLVEVOLV TECHNOLOGIES HLDNGS IN | 631,048 | $4.8B | 1.44% | |
| 23 | PLNTPLANET FITNESS INC | 42,470 | $4.4B | 1.33% | |
| 24 | TALKTALKSPACE INC | 1,525,421 | $4.2B | 1.27% | |
| 25 | HOUSANYWHERE REAL ESTATE INC | 350,000 | $3.7B | 1.12% | |
| 26 | PCORPROCORE TECHNOLOGIES INC | 50,520 | $3.7B | 1.11% | |
| 27 | XYZBLOCK INC | 50,000 | $3.6B | 1.09% | |
| 28 | HUTHUT 8 CORP | 75,000 | $2.6B | 0.79% | |
| 29 | ZENVZENVIA INC | 1,003,263 | $1.3B | 0.41% | |
| 30 | TBLATABOOLA.COM LTD | 481,774 | $41.0M | 0.01% |