Titelia

Holdings of Metavasi Capital LP

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Net assets
-
Positions
16 in 1 countries
Top ten
81.1 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1AppLovin Corp 61,16724.3M $
2Dave Inc 117,59420.5M $
3DoorDash Inc 82,12212.3M $
4TTM Technologies Inc 122,27411.9M $
5Sphere Entertainment Co 98,10611.5M $
6Carvana Co 26,0008.2M $
7Bloom Energy Corp 58,0307.9M $
8EchoStar Corp 66,0007.7M $
9Compass Inc 1,036,0047.6M $
10Robinhood Markets Inc 106,7897.4M $
11Akamai Technologies Inc 51,7985.9M $
12Unity Software Inc 250,0005.5M $
13Xometry Inc 125,0005.1M $
14Twist Bioscience Corp 100,0004.8M $
15Hims & Hers Health Inc 222,0004.6M $
16Talkspace Inc 382,3002M $

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Sector breakdown

  • Technology 16.5 %
  • Consumer discretionary 13.9 %
  • Industrials 5.3 %
  • Communication 5.2 %
  • Financials 5.0 %
  • Unattributed 53.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States16147.2M $100.00 %
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Titelia. "Holdings of Metavasi Capital LP". https://titelia.com/en/funds/US13F1864835