Metavasi Capital LP — 13F holdings

Metavasi Capital LP reported 25 holdings worth $287M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. APP APPLOVIN CORP — $35.2M (12.3%)
2. DAVE DAVE INC — $27.0M (9.4%)
3. HOOD ROBINHOOD MKTS INC — $25.7M (8.9%)
4. HIMS HIMS & HERS HEALTH INC — $18.9M (6.6%)
5. TTMI TTM TECHNOLOGIES INC — $18.6M (6.5%)
6. TWST TWIST BIOSCIENCE CORP — $18.1M (6.3%)
7. OIH VANECK ETF TRUST — $14.3M (5.0%)
8. EPAM EPAM SYS INC — $11.8M (4.1%)
9. RIOT RIOT PLATFORMS INC — $11.4M (4.0%)
10. HNGE HINGE HEALTH INC — $10.4M (3.6%)