VETAMER CAPITAL MANAGEMENT, LP holdings history

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166 is the total number of securities VETAMER CAPITAL MANAGEMENT, LP has owned. The longest VETAMER CAPITAL MANAGEMENT, LP has owned a single stock is 8 quarters.

VETAMER CAPITAL MANAGEMENT, LP historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MA MASTERCARD INCORPORATED882.47%5.70%7.61%Q4 2021Q3 20238
AMZN AMAZON COM INC882.45%3.76%4.98%Q4 2021Q3 20238
WDAY WORKDAY INC881.30%3.29%7.12%Q4 2021Q3 20238
SQ BLOCK INC880.53%2.04%3.56%Q4 2021Q3 20238
SHOP SHOPIFY INC881.02%1.71%3.92%Q4 2021Q3 20238
BILL BILL HOLDINGS INC881.07%1.55%2.26%Q4 2021Q3 20238
SE SEA LTD880.59%1.47%2.94%Q4 2021Q3 20238
PCOR PROCORE TECHNOLOGIES INC880.56%1.28%2.39%Q4 2021Q3 20238
NOW SERVICENOW INC771.72%3.37%4.89%Q4 2021Q2 20237
CSGP COSTAR GROUP INC771.70%2.57%3.24%Q4 2021Q2 20237
SNOW SNOWFLAKE INC771.54%2.20%2.70%Q4 2021Q2 20237
TOAST INC770.37%1.40%3.24%Q1 2022Q3 20237
RH RH770.68%1.35%2.34%Q1 2022Q3 20237
STNE STONECO LTD770.30%0.55%0.83%Q4 2021Q2 20237
V VISA INC662.34%3.15%3.99%Q2 2022Q3 20236
INTU INTUIT661.64%2.12%2.90%Q4 2021Q1 20236
CDAY CERIDIAN HCM HLDG INC510.45%1.51%2.54%Q4 2021Q3 20236
DASH DOORDASH INC511.01%1.36%1.61%Q1 2022Q3 20236
TWLO TWILIO INC660.56%1.21%2.76%Q4 2021Q1 20236
NU HLDGS LTD660.69%0.93%1.23%Q2 2022Q3 20236
PTON PELOTON INTERACTIVE INC510.31%0.58%0.83%Q4 2021Q2 20236
FTCH FARFETCH LTD510.19%0.49%0.78%Q1 2022Q3 20236
MSFT MICROSOFT CORP552.73%4.49%6.13%Q3 2022Q3 20235
FCNCA FIRST CTZNS BANCSHARES...552.02%4.03%4.94%Q4 2021Q4 20225
TSM TAIWAN SEMICONDUCTOR M...552.29%3.05%3.90%Q3 2022Q3 20235
APOLLO GLOBAL MGMT INC551.22%1.75%2.25%Q1 2022Q1 20235
ZI ZOOMINFO TECHNOLOGIES INC410.57%1.40%2.49%Q4 2021Q2 20235
BLEND LABS INC410.21%0.49%1.42%Q4 2021Q3 20235
MMC MARSH & MCLENNAN COS INC443.18%4.22%5.20%Q2 2022Q1 20234
SCHW SCHWAB CHARLES CORP441.75%3.20%5.27%Q4 2021Q3 20224
AFFIRM HLDGS INC441.25%2.81%3.82%Q4 2022Q3 20234
RJF RAYMOND JAMES FINL INC441.10%2.70%3.94%Q1 2022Q4 20224
WFC WELLS FARGO CO NEW440.92%2.42%4.60%Q2 2022Q1 20234
TMO THERMO FISHER SCIENTIF...441.33%2.20%2.60%Q4 2022Q3 20234
PYPL PAYPAL HLDGS INC441.37%2.02%3.35%Q2 2022Q1 20234
EFX EQUIFAX INC440.59%1.51%2.18%Q4 2022Q3 20234
COUP COUPA SOFTWARE INC441.05%1.37%1.57%Q4 2021Q3 20224
HUBS HUBSPOT INC220.51%1.14%1.76%Q3 2022Q3 20234
GLBE GLOBAL E ONLINE LTD310.50%1.09%2.17%Q4 2021Q3 20234
BLEND LABS INC440.04%0.84%1.46%Q4 2021Q3 20224
CVNA CARVANA CO220.30%0.82%1.66%Q4 2021Q3 20234
LIGHTSPEED COMMERCE INC440.31%0.43%0.68%Q4 2022Q3 20234
CDLX CARDLYTICS INC440.30%0.43%0.56%Q3 2022Q2 20234
CME CME GROUP INC331.70%3.88%5.06%Q4 2021Q2 20223
COUP COUPA SOFTWARE INC332.38%3.15%3.80%Q4 2021Q2 20223
KKR KKR & CO INC332.20%2.29%2.42%Q1 2023Q3 20233
CRM SALESFORCE INC331.82%2.24%2.45%Q1 2023Q3 20233
NCR NCR CORP NEW331.57%2.17%2.99%Q4 2021Q2 20223
FB META PLATFORMS INC331.42%2.15%2.99%Q1 2023Q3 20233
BK BANK NEW YORK MELLON CORP330.70%1.83%2.82%Q1 2023Q3 20233
RNR RENAISSANCERE HLDGS LTD331.39%1.70%1.94%Q1 2023Q3 20233
SPG SIMON PPTY GROUP INC NEW331.04%1.66%2.19%Q1 2023Q3 20233
LEAP RIBBIT LEAP LTD331.33%1.64%2.04%Q4 2021Q2 20223
BATH & BODY WORKS INC330.42%1.64%2.48%Q4 2022Q2 20233
BROOKFIELD ASSET MANAG...331.04%1.59%2.20%Q4 2022Q2 20233
PINS PINTEREST INC330.96%1.46%1.87%Q4 2022Q2 20233
CFLT CONFLUENT INC210.53%1.38%2.44%Q4 2021Q1 20233
LVS LAS VEGAS SANDS CORP331.03%1.14%1.20%Q1 2023Q3 20233
STNE STONECO LTD330.96%1.10%1.22%Q4 2021Q2 20223
FTCH FARFETCH LTD210.31%1.03%1.58%Q1 2022Q4 20223
GWRE GUIDEWIRE SOFTWARE INC210.72%1.03%1.22%Q2 2022Q1 20233
ROBINHOOD MKTS INC330.46%1.00%1.40%Q1 2023Q3 20233
AGO ASSURED GUARANTY LTD210.75%0.96%1.23%Q3 2022Q2 20233
OKTA OKTA INC210.46%0.91%1.28%Q2 2022Q2 20233
CVNA CARVANA CO330.42%0.49%0.61%Q2 2022Q4 20223
OPEN OPENDOOR TECHNOLOGIES INC330.31%0.35%0.42%Q3 2022Q1 20233
HDB HDFC BANK LTD224.84%5.18%5.52%Q1 2022Q2 20222
BAM BROOKFIELD ASSET MGMT INC223.16%3.82%4.49%Q2 2022Q3 20222
NOC NORTHROP GRUMMAN CORP223.10%3.39%3.68%Q3 2022Q4 20222
CANADIAN PACIFIC KANSA...222.61%2.76%2.92%Q2 2023Q3 20232
SPGI S&P GLOBAL INC222.22%2.67%3.12%Q2 2023Q3 20232
NVDA NVIDIA CORPORATION222.34%2.45%2.56%Q2 2023Q3 20232
CP CANADIAN PAC RY LTD221.55%2.27%2.98%Q4 2022Q1 20232
FLT FLEETCOR TECHNOLOGIES INC221.74%1.99%2.24%Q1 2022Q2 20222
AXP AMERICAN EXPRESS CO221.55%1.91%2.26%Q1 2023Q2 20232
GOOGL ALPHABET INC221.30%1.85%2.39%Q2 2023Q3 20232
MKTX MARKETAXESS HLDGS INC221.24%1.59%1.93%Q3 2022Q4 20222
COIN COINBASE GLOBAL INC221.06%1.58%2.10%Q4 2021Q1 20222
CDNS CADENCE DESIGN SYSTEM INC221.44%1.49%1.54%Q2 2023Q3 20232
ARES ARES MANAGEMENT CORPOR...221.11%1.43%1.74%Q2 2023Q3 20232
MSCI MSCI INC221.22%1.41%1.61%Q3 2022Q4 20222
DGNU DRAGONEER GROWTH OPT C...221.17%1.37%1.57%Q4 2021Q1 20222
ARCE ARCO PLATFORM LTD221.25%1.25%1.26%Q2 2022Q3 20222
NYT NEW YORK TIMES CO221.07%1.24%1.41%Q4 2022Q1 20232
NFLX NETFLIX INC220.89%1.16%1.43%Q2 2023Q3 20232
TV GRUPO TELEVISA S A B220.75%1.10%1.46%Q3 2022Q4 20222
ANET ARISTA NETWORKS INC221.06%1.10%1.14%Q2 2023Q3 20232
XP XP INC220.96%1.04%1.13%Q4 2022Q1 20232
AMD ADVANCED MICRO DEVICES...220.61%1.03%1.45%Q2 2023Q3 20232
MELI MERCADOLIBRE INC220.82%0.91%1.01%Q2 2023Q3 20232
LPLA LPL FINL HLDGS INC220.71%0.91%1.10%Q2 2023Q3 20232
DDOG DATADOG INC220.57%0.83%1.10%Q2 2023Q3 20232
TSLA TESLA INC220.28%0.83%1.39%Q2 2023Q3 20232
BEKE KE HLDGS INC220.56%0.80%1.05%Q1 2022Q2 20222
OKTA OKTA INC220.78%0.80%0.81%Q3 2022Q4 20222
ATLASSIAN CORPORATION220.56%0.65%0.74%Q4 2022Q1 20232
GITLAB INC220.53%0.58%0.64%Q2 2023Q3 20232
PAY PAYMENTUS HOLDINGS INC110.36%0.41%0.45%Q4 2022Q2 20232
BEKE KE HLDGS INC220.31%0.31%0.31%Q2 2023Q3 20232
DAVE INC220.08%0.08%0.08%Q3 2022Q4 20222
AAPL APPLE INC115.78%5.78%5.78%Q2 2023Q2 20231
CSX CSX CORP115.14%5.14%5.14%Q1 2022Q1 20221
NSC NORFOLK SOUTHN CORP114.66%4.66%4.66%Q4 2021Q4 20211
CMA COMERICA INC114.32%4.32%4.32%Q4 2021Q4 20211
FIVN FIVE9 INC113.44%3.44%3.44%Q4 2021Q4 20211
BROOKFIELD CORP113.15%3.15%3.15%Q4 2022Q4 20221
FB META PLATFORMS INC113.04%3.04%3.04%Q2 2023Q2 20231
AMZN AMAZON COM INC113.02%3.02%3.02%Q2 2023Q2 20231
SQ BLOCK INC112.58%2.58%2.58%Q3 2022Q3 20221
NVDA NVIDIA CORPORATION112.54%2.54%2.54%Q3 2023Q3 20231
IBN ICICI BANK LIMITED112.51%2.51%2.51%Q4 2021Q4 20211
FISV FISERV INC112.12%2.12%2.12%Q3 2023Q3 20231
CTAS CINTAS CORP112.11%2.11%2.11%Q4 2022Q4 20221
DRAFTKINGS INC NEW111.94%1.94%1.94%Q3 2023Q3 20231
APOLLO GLOBAL MGMT INC111.87%1.87%1.87%Q3 2023Q3 20231
GLBE GLOBAL E ONLINE LTD111.77%1.77%1.77%Q3 2023Q3 20231
CPNG COUPANG INC111.62%1.62%1.62%Q3 2023Q3 20231
SNAP SNAP INC111.59%1.59%1.59%Q1 2022Q1 20221
TWTR TWITTER INC111.56%1.56%1.56%Q3 2022Q3 20221
MU MICRON TECHNOLOGY INC111.42%1.42%1.42%Q3 2023Q3 20231
BLK BLACKROCK INC111.41%1.41%1.41%Q3 2023Q3 20231
DLO DLOCAL LTD111.29%1.29%1.29%Q4 2021Q4 20211
TSM TAIWAN SEMICONDUCTOR M...111.21%1.21%1.21%Q3 2023Q3 20231
EPAM EPAM SYS INC111.17%1.17%1.17%Q1 2023Q1 20231
ON ON SEMICONDUCTOR CORP111.16%1.16%1.16%Q3 2023Q3 20231
PAYC PAYCOM SOFTWARE INC111.08%1.08%1.08%Q3 2023Q3 20231
SNOW SNOWFLAKE INC111.05%1.05%1.05%Q2 2023Q2 20231
DLO DLOCAL LTD111.00%1.00%1.00%Q3 2023Q3 20231
MCHP MICROCHIP TECHNOLOGY INC.110.98%0.98%0.98%Q3 2023Q3 20231
WAL WESTERN ALLIANCE BANCORP110.85%0.85%0.85%Q3 2023Q3 20231
VVV VALVOLINE INC110.85%0.85%0.85%Q3 2023Q3 20231
FSLR FIRST SOLAR INC110.82%0.82%0.82%Q3 2023Q3 20231
TPX TEMPUR SEALY INTL INC110.78%0.78%0.78%Q3 2023Q3 20231
FICO FAIR ISAAC CORP110.73%0.73%0.73%Q1 2023Q1 20231
WD WALKER & DUNLOP INC110.69%0.69%0.69%Q3 2023Q3 20231
RIVIAN AUTOMOTIVE INC110.69%0.69%0.69%Q3 2023Q3 20231
UNH UNITEDHEALTH GROUP INC110.68%0.68%0.68%Q1 2023Q1 20231
Z ZILLOW GROUP INC110.65%0.65%0.65%Q3 2023Q3 20231
TWLO TWILIO INC110.65%0.65%0.65%Q3 2022Q3 20221
ZS ZSCALER INC110.65%0.65%0.65%Q3 2023Q3 20231
AMD ADVANCED MICRO DEVICES...110.64%0.64%0.64%Q3 2023Q3 20231
AFRM AFFIRM HLDGS INC110.62%0.62%0.62%Q3 2023Q3 20231
TOAST INC110.58%0.58%0.58%Q3 2023Q3 20231
PLNT PLANET FITNESS INC110.58%0.58%0.58%Q3 2023Q3 20231
NCINO INC110.57%0.57%0.57%Q2 2023Q2 20231
SI SILVERGATE CAP CORP110.56%0.56%0.56%Q2 2022Q2 20221
PDD PDD HOLDINGS INC110.54%0.54%0.54%Q3 2023Q3 20231
MTCH MATCH GROUP INC NEW110.54%0.54%0.54%Q3 2023Q3 20231
EPAM EPAM SYS INC110.53%0.53%0.53%Q3 2023Q3 20231
HUBS HUBSPOT INC110.48%0.48%0.48%Q3 2023Q3 20231
AI C3 AI INC110.44%0.44%0.44%Q3 2023Q3 20231
U UNITY SOFTWARE INC110.43%0.43%0.43%Q2 2023Q2 20231
ABR ARBOR REALTY TRUST INC110.42%0.42%0.42%Q3 2023Q3 20231
CFLT CONFLUENT INC110.41%0.41%0.41%Q3 2023Q3 20231
GME GAMESTOP CORP NEW110.40%0.40%0.40%Q3 2023Q3 20231
PTON PELOTON INTERACTIVE INC110.34%0.34%0.34%Q3 2022Q3 20221
SCHW SCHWAB CHARLES CORP110.34%0.34%0.34%Q3 2023Q3 20231
CCL CARNIVAL CORP110.33%0.33%0.33%Q3 2023Q3 20231
PLTR PALANTIR TECHNOLOGIES INC110.33%0.33%0.33%Q3 2023Q3 20231
CLEARWATER ANALYTICS H...110.32%0.32%0.32%Q2 2022Q2 20221
SAMSARA INC110.32%0.32%0.32%Q2 2023Q2 20231
ENV ENVESTNET INC110.29%0.29%0.29%Q3 2023Q3 20231
NERDWALLET INC110.27%0.27%0.27%Q3 2023Q3 20231
PATH UIPATH INC110.25%0.25%0.25%Q2 2023Q2 20231
COMP COMPASS INC110.24%0.24%0.24%Q4 2022Q4 20221
RISKIFIED LTD110.23%0.23%0.23%Q3 2023Q3 20231
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The securities at the top of the list , including MASTERCARD INCORPORATED, AMAZON COM INC, and WORKDAY INC, are the highest-conviction holdings of VETAMER CAPITAL MANAGEMENT, LP.

The conviction is calculated by counting the number of quarters a security has been reported by VETAMER CAPITAL MANAGEMENT, LP. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that VETAMER CAPITAL MANAGEMENT, LP owns currently or has owned in the past.