Soma Equity Partners Lp Portfolio Stock Holdings
Soma Equity Partners Lp disclosed 20 stock positions valued at approximately $1.4 billion in its latest SEC 13F filing. The largest holdings include UBER TECHNOLOGIES INC, AMAZON COM INC, and NVIDIA CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 20
- Portfolio Value
- $1.4B
Holdings by Sector
Soma Equity Partners Lp Portfolio Holdings in Q1 2026
20 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| UBER TECHNOLOGIES INC | UBER | Technology | 8.33% | 1,570,730 | -407,603 | -20.60% | $112,982,609 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 7.31% | 475,772 | +77,173 | +19.36% | $99,089,034 |
| NVIDIA CORPORATION | NVDA | Technology | 7.26% | 564,608 | +255,521 | +82.67% | $98,467,635 |
| META PLATFORMS INC | META | Communication Services | 7.19% | 170,406 | +775 | +0.46% | $97,494,385 |
| ROBLOX CORP | RBLX | Communication Services | 6.72% | 1,610,316 | -269,590 | -14.34% | $91,079,473 |
| RIVIAN AUTOMOTIVE INC | RIVN | Consumer Cyclical | 6.34% | 5,711,188 | -2,482,185 | -30.30% | $85,953,379 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 6.05% | 169,283 | +169,283 | +100.00% | $82,087,020 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 5.83% | 388,715 | -131,643 | -25.30% | $79,076,292 |
| PALO ALTO NETWORKS INC | PANW | Technology | 5.48% | 463,129 | +463,129 | +100.00% | $74,248,841 |
| DOORDASH INC | DASH | Communication Services | 5.01% | 452,644 | -27,015 | -5.63% | $67,964,497 |
| LIBERTY MEDIA CORP DEL | FWONK | Communication Services | 4.40% | 701,564 | +701,564 | +100.00% | $59,646,971 |
| SYNOPSYS INC | SNPS | Technology | 4.26% | 145,700 | -71,360 | -32.88% | $57,767,136 |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 4.25% | 385,359 | +385,359 | +100.00% | $57,634,292 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 3.97% | 31,109 | +31,109 | +100.00% | $53,788,083 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 3.77% | 151,264 | -234,868 | -60.83% | $51,119,669 |
| ALPHABET INC | GOOG | Communication Services | 3.36% | 158,886 | +158,886 | +100.00% | $45,578,038 |
| ROCKET COS INC | RKT | Financial Services | 3.32% | 3,159,942 | +3,159,942 | +100.00% | $45,029,174 |
| BLOOM ENERGY CORP | BE | Industrials | 2.76% | 276,593 | +276,593 | +100.00% | $37,475,586 |
| INTUIT | INTU | Technology | 2.24% | 70,180 | +70,180 | +100.00% | $30,344,428 |
| ASML HLDG NV | ASML | Other | 2.16% | 22,149 | +22,149 | +100.00% | $29,255,064 |