85 is the total number of securities Metavasi Capital LP has owned. The longest Metavasi Capital LP has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| PAYO | PAYONEER GLOBAL INC | 8 | 8 | 1.21% | 6.24% | 9.58% | Q4 2021 | Q3 2023 | 8 |
| IAC | IAC INTERACTIVECORP NEW | 8 | 8 | 1.62% | 4.58% | 7.62% | Q4 2021 | Q3 2023 | 8 |
| PAYOW | PAYONEER GLOBAL INC | 8 | 8 | 0.42% | 0.79% | 1.48% | Q4 2021 | Q3 2023 | 8 |
| ZENVIA INC | 8 | 8 | 0.32% | 0.71% | 1.57% | Q4 2021 | Q3 2023 | 8 | |
| TBLAW | TABOOLA.COM LTD | 8 | 8 | 0.11% | 0.17% | 0.29% | Q4 2021 | Q3 2023 | 8 |
| CRTO | CRITEO S A | 7 | 7 | 3.53% | 8.74% | 14.67% | Q4 2021 | Q2 2023 | 7 |
| APOLLO GLOBAL MGMT INC | 7 | 7 | 2.57% | 7.09% | 11.26% | Q1 2022 | Q3 2023 | 7 | |
| ACEL | ACCEL ENTERTAINMENT INC | 6 | 6 | 1.75% | 4.69% | 7.97% | Q4 2021 | Q1 2023 | 6 |
| FNKO | FUNKO INC | 6 | 6 | 1.51% | 4.10% | 6.15% | Q2 2022 | Q3 2023 | 6 |
| MNDY | MONDAY COM LTD | 4 | 1 | 0.34% | 2.06% | 3.94% | Q4 2021 | Q3 2023 | 6 |
| BLEND LABS INC | 4 | 2 | 0.51% | 1.72% | 2.94% | Q4 2021 | Q3 2023 | 6 | |
| FB | META PLATFORMS INC | 5 | 5 | 2.60% | 8.44% | 14.44% | Q3 2022 | Q3 2023 | 5 |
| APP | APPLOVIN CORP | 3 | 2 | 2.54% | 5.71% | 8.74% | Q4 2021 | Q3 2023 | 5 |
| SEMR | SEMRUSH HLDGS INC | 5 | 5 | 2.14% | 2.75% | 3.72% | Q1 2022 | Q1 2023 | 5 |
| YNDX | YANDEX N V | 5 | 5 | 0.54% | 0.80% | 1.10% | Q1 2022 | Q1 2023 | 5 |
| ESTC | ELASTIC N V | 4 | 4 | 2.00% | 5.50% | 7.66% | Q4 2021 | Q3 2022 | 4 |
| AMZN | AMAZON COM INC | 4 | 4 | 3.20% | 4.56% | 8.18% | Q4 2022 | Q3 2023 | 4 |
| PCOR | PROCORE TECHNOLOGIES INC | 4 | 4 | 0.78% | 4.33% | 9.40% | Q4 2021 | Q3 2022 | 4 |
| MGM | MGM RESORTS INTERNATIONAL | 2 | 2 | 2.12% | 2.94% | 4.44% | Q4 2021 | Q4 2022 | 4 |
| COOP | MR COOPER GROUP INC | 2 | 1 | 1.96% | 3.73% | 5.29% | Q1 2022 | Q3 2023 | 3 |
| SPOT | SPOTIFY TECHNOLOGY S A | 2 | 1 | 1.05% | 1.92% | 3.40% | Q4 2022 | Q3 2023 | 3 |
| ANGI | ANGI INC | 2 | 1 | 0.85% | 1.66% | 2.20% | Q2 2022 | Q1 2023 | 3 |
| TWLO | TWILIO INC | 1 | 1 | 0.41% | 1.55% | 2.54% | Q4 2021 | Q1 2023 | 3 |
| TRVG | TRIVAGO N V | 3 | 3 | 0.60% | 0.99% | 1.31% | Q1 2023 | Q3 2023 | 3 |
| SPY | SPDR S&P 500 ETF TR | 2 | 2 | 9.10% | 9.25% | 9.40% | Q2 2022 | Q3 2022 | 2 |
| QQQ | INVESCO QQQ TR | 1 | 1 | 6.39% | 7.13% | 7.87% | Q2 2022 | Q3 2023 | 2 |
| WW | WW INTL INC | 2 | 2 | 3.42% | 4.72% | 6.03% | Q2 2023 | Q3 2023 | 2 |
| LLY | LILLY ELI & CO | 2 | 2 | 3.06% | 4.70% | 6.35% | Q2 2023 | Q3 2023 | 2 |
| WIX | WIX COM LTD | 2 | 2 | 1.73% | 4.25% | 6.77% | Q2 2023 | Q3 2023 | 2 |
| MSFT | MICROSOFT CORP | 2 | 2 | 2.98% | 4.19% | 5.40% | Q1 2023 | Q2 2023 | 2 |
| NVDA | NVIDIA CORPORATION | 2 | 2 | 2.20% | 3.31% | 4.41% | Q2 2023 | Q3 2023 | 2 |
| NFLX | NETFLIX INC | 1 | 1 | 1.29% | 3.16% | 5.02% | Q3 2022 | Q2 2023 | 2 |
| TCX | TUCOWS INC | 2 | 2 | 1.44% | 2.98% | 4.51% | Q4 2021 | Q1 2022 | 2 |
| TBLA | TABOOLA.COM LTD | 2 | 2 | 1.67% | 2.71% | 3.74% | Q4 2022 | Q1 2023 | 2 |
| DASH | DOORDASH INC | 2 | 2 | 1.90% | 1.94% | 1.99% | Q1 2023 | Q2 2023 | 2 |
| AMPLITUDE INC | 2 | 2 | 0.30% | 1.79% | 3.29% | Q4 2021 | Q1 2022 | 2 | |
| ROKU | ROKU INC | 1 | 1 | 1.45% | 1.52% | 1.59% | Q4 2021 | Q3 2023 | 2 |
| CRTO | CRITEO S A | 1 | 1 | 1.12% | 1.30% | 1.48% | Q1 2022 | Q3 2022 | 2 |
| DDOG | DATADOG INC | 1 | 1 | 0.32% | 1.19% | 2.05% | Q4 2021 | Q3 2023 | 2 |
| SPY | SPDR S&P 500 ETF TR | 1 | 1 | 74.62% | 74.62% | 74.62% | Q4 2021 | Q4 2021 | 1 |
| UUP | INVESCO DB US DLR INDE... | 1 | 1 | 19.68% | 19.68% | 19.68% | Q3 2022 | Q3 2022 | 1 |
| VYM | VANGUARD WHITEHALL FDS | 1 | 1 | 11.55% | 11.55% | 11.55% | Q3 2022 | Q3 2022 | 1 |
| AMZN | AMAZON COM INC | 1 | 1 | 7.64% | 7.64% | 7.64% | Q2 2023 | Q2 2023 | 1 |
| AAPL | APPLE INC | 1 | 1 | 6.46% | 6.46% | 6.46% | Q1 2022 | Q1 2022 | 1 |
| CHTR | CHARTER COMMUNICATIONS... | 1 | 1 | 6.44% | 6.44% | 6.44% | Q3 2023 | Q3 2023 | 1 |
| CHTR | CHARTER COMMUNICATIONS... | 1 | 1 | 5.20% | 5.20% | 5.20% | Q3 2023 | Q3 2023 | 1 |
| ORCL | ORACLE CORP | 1 | 1 | 4.85% | 4.85% | 4.85% | Q1 2023 | Q1 2023 | 1 |
| FRESHWORKS INC | 1 | 1 | 4.52% | 4.52% | 4.52% | Q1 2022 | Q1 2022 | 1 | |
| CRM | SALESFORCE INC | 1 | 1 | 3.72% | 3.72% | 3.72% | Q1 2023 | Q1 2023 | 1 |
| DIS | DISNEY WALT CO | 1 | 1 | 3.51% | 3.51% | 3.51% | Q1 2022 | Q1 2022 | 1 |
| SNAP | SNAP INC | 1 | 1 | 3.48% | 3.48% | 3.48% | Q1 2023 | Q1 2023 | 1 |
| HIMS | HIMS & HERS HEALTH INC | 1 | 1 | 3.43% | 3.43% | 3.43% | Q2 2023 | Q2 2023 | 1 |
| KMX | CARMAX INC | 1 | 1 | 3.36% | 3.36% | 3.36% | Q4 2022 | Q4 2022 | 1 |
| ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 3.33% | 3.33% | 3.33% | Q1 2023 | Q1 2023 | 1 |
| PTON | PELOTON INTERACTIVE INC | 1 | 1 | 3.33% | 3.33% | 3.33% | Q4 2022 | Q4 2022 | 1 |
| PELOTON INTERACTIVE INC | 1 | 1 | 3.30% | 3.30% | 3.30% | Q1 2023 | Q1 2023 | 1 | |
| OPRA | OPERA LTD | 1 | 1 | 3.29% | 3.29% | 3.29% | Q2 2023 | Q2 2023 | 1 |
| MSFT | MICROSOFT CORP | 1 | 1 | 3.25% | 3.25% | 3.25% | Q1 2022 | Q1 2022 | 1 |
| AVGO | BROADCOM INC | 1 | 1 | 3.14% | 3.14% | 3.14% | Q2 2023 | Q2 2023 | 1 |
| CARG | CARGURUS INC | 1 | 1 | 3.10% | 3.10% | 3.10% | Q1 2022 | Q1 2022 | 1 |
| GOOG | ALPHABET INC | 1 | 1 | 2.87% | 2.87% | 2.87% | Q1 2023 | Q1 2023 | 1 |
| SIX | SIX FLAGS ENTMT CORP NEW | 1 | 1 | 2.72% | 2.72% | 2.72% | Q2 2022 | Q2 2022 | 1 |
| INFORMATICA INC | 1 | 1 | 2.36% | 2.36% | 2.36% | Q1 2023 | Q1 2023 | 1 | |
| PINS | PINTEREST INC | 1 | 1 | 1.98% | 1.98% | 1.98% | Q3 2023 | Q3 2023 | 1 |
| S | SENTINELONE INC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q2 2023 | Q2 2023 | 1 |
| DRAFTKINGS INC NEW | 1 | 1 | 1.88% | 1.88% | 1.88% | Q1 2023 | Q1 2023 | 1 | |
| TBK | TRIUMPH FINANCIAL INC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q1 2023 | Q1 2023 | 1 |
| ZIP | ZIPRECRUITER INC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q1 2022 | Q1 2022 | 1 |
| REAL | THE REALREAL INC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q2 2022 | Q2 2022 | 1 |
| BILL | BILL HOLDINGS INC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q3 2023 | Q3 2023 | 1 |
| BKNG | BOOKING HOLDINGS INC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q3 2022 | Q3 2022 | 1 |
| DIS | DISNEY WALT CO | 1 | 1 | 1.53% | 1.53% | 1.53% | Q3 2023 | Q3 2023 | 1 |
| DIBS | 1STDIBS COM INC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q4 2022 | Q4 2022 | 1 |
| TASK | TASKUS INC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2023 | Q3 2023 | 1 |
| GITLAB INC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q2 2022 | Q2 2022 | 1 | |
| RH | RH | 1 | 1 | 1.41% | 1.41% | 1.41% | Q1 2022 | Q1 2022 | 1 |
| SE | SEA LTD | 1 | 1 | 1.29% | 1.29% | 1.29% | Q1 2023 | Q1 2023 | 1 |
| APO | APOLLO GLOBAL MGMT INC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2021 | Q4 2021 | 1 |
| BIGC | BIGCOMMERCE HLDGS INC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2022 | Q4 2022 | 1 |
| CS DISCO INC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2023 | Q3 2023 | 1 | |
| RENT THE RUNWAY INC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q2 2022 | Q2 2022 | 1 | |
| DEN | DENBURY INC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2021 | Q4 2021 | 1 |
| SQ | BLOCK INC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2021 | Q4 2021 | 1 |
| FVRR | FIVERR INTL LTD | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
| SOUNDHOUND AI INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 | |
Download | |||||||||
The securities at the top of the list , including PAYONEER GLOBAL INC, IAC INTERACTIVECORP NEW, and PAYONEER GLOBAL INC, are the highest-conviction holdings of Metavasi Capital LP.
The conviction is calculated by counting the number of quarters a security has been reported by Metavasi Capital LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Metavasi Capital LP owns currently or has owned in the past.