StockDriftsStockDriftsTop 20 Metavasi Capital Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 14.49% | 61.2K | $24.3M | +118.95%(+33.23K) | $343.47(+45.86%) | 2026-03-31 | |
| DAVE | DAVE INC | 12.19% | 117.6K | $20.5M | +58.87%(+43.58K) | $154.32(+52.80%) | 2026-03-31 | |
| DASH | DOORDASH INC | 7.34% | 82.1K | $12.3M | +61.02%(+31.12K) | $226.15(-29.60%) | 2026-03-31 | |
| TTMI | TTM TECHNOLOGIES INC | 7.09% | 122.3K | $11.9M | -28.58%(-48.93K) | $63.30(+164.38%) | 2026-03-31 | |
| SPHR | SPHERE ENTERTAINMENT CO | 6.86% | 98.1K | $11.5M | -55.02%(-120.00K) | $60.32(+122.70%) | 2026-03-31 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 6.56% | 22.7K | $11.0M | new | $532.81(-17.99%) | 2026-03-31 | |
| CVNA | CARVANA CO | 4.87% | 26.0K | $8.2M | +134.13%(+14.89K) | $260.55(-74.22%) | 2026-03-31 | |
| BE | BLOOM ENERGY CORP | 4.68% | 58.0K | $7.9M | -43.11%(-43.97K) | $85.73(+221.88%) | 2026-03-31 | |
| SATS | ECHOSTAR CORP | 4.6% | 66.0K | $7.7M | +46.67%(+21.00K) | $99.01(+38.61%) | 2026-03-31 | |
| COMP | COMPASS INC | 4.51% | 1.04M | $7.6M | -12.65%(-150.00K) | $4.97(+58.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +39.15% | +169.41% |
| Top 20 Holdings Unweighted | +31.72% | +128.54% |
Sign up free to track Metavasi Capital Lp, compare funds side by side, and get alerts the moment positions change.