Soma Equity Partners LP
Soma Equity Partners LP reported 24 US-listed holdings worth $1.44 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: NVIDIA Corp. (7.4%), Amazon.com Inc. (7.4%) and Rivian Automotive Inc. (6.6%). Against the quarter before, it opened 10 positions, added to 1, trimmed 13 and sold out of 6.
Reported holdings$1.44B+5.9% on Q1 2026
Positions24+4 on Q1 2026
The largest ten55.5%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toTrimmed
The 14 largest of its 24 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 10Added 1Trimmed 13Sold out 6
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 10
- Broadcom Inc. AVGO$64.5 million
- Arista Networks, Inc. ANET$60.3 million
- Iris Energy Ltd IREN$57.3 million
- Mongodb Inc. MDB$53.4 million
- Lumentum Holdings Inc. LITE$53.2 million
- Celestica Inc. CLS$50.7 million
- Visa Inc. V$50.1 million
- Credo Technology Group Holdi CRDO$49.8 million
and 2 more in the table below
Added to 1
- Alphabet Inc. GOOG+99,611 shares · +63%
Trimmed 13
- Uber Technologies, Inc. UBER-731,623 shares · -47%
- Spotify Technology S.A. SPOT-98,653 shares · -58%
- Liberty Media Corp. Del FWONK-388,544 shares · -55%
- Bloom Energy Corp. BE-101,157 shares · -37%
- Meta Platforms, Inc. META-37,350 shares · -22%
- Rocket Cos Inc. RKT-1.1 million shares · -36%
- DoorDash, Inc. DASH-64,595 shares · -14%
- Synopsys Inc. SNPS-21,950 shares · -15%
and 5 more in the table below
Sold out of 6
- Roblox Corp. RBLX$91.1 million last quarter
- Advanced Micro Devices Inc. AMD$79.1 million last quarter
- Palo Alto Networks Inc. PANW$74.2 million last quarter
- Guidewire Software, Inc. GWRE$57.6 million last quarter
- MercadoLibre, Inc. MELI$53.8 million last quarter
- Intuit Inc. INTU$30.3 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| NVIDIA Corp. NVDA | 530,546 | $106.2 million | 7.39% | -34,062 |
| Amazon.com Inc. AMZN | 443,315 | $105.7 million | 7.36% | -32,457 |
| Rivian Automotive Inc. RIVN | 5,471,078 | $94.9 million | 6.61% | -240,110 |
| Alphabet Inc. GOOG | 258,497 | $91.3 million | 6.36% | +99,611 |
| Meta Platforms, Inc. META | 133,056 | $74.9 million | 5.22% | -37,350 |
| DoorDash, Inc. DASH | 388,049 | $71.6 million | 4.99% | -64,595 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 139,789 | $66.8 million | 4.65% | -11,475 |
| Broadcom Inc. AVGO | 170,762 | $64.5 million | 4.49% | new |
| Uber Technologies, Inc. UBER | 839,107 | $60.5 million | 4.22% | -731,623 |
| Arista Networks, Inc. ANET | 354,892 | $60.3 million | 4.20% | new |
| Iris Energy Ltd IREN | 1,253,454 | $57.3 million | 3.99% | new |
| Synopsys Inc. SNPS | 123,750 | $55.2 million | 3.85% | -21,950 |
| Mongodb Inc. MDB | 158,960 | $53.4 million | 3.72% | new |
| Lumentum Holdings Inc. LITE | 62,015 | $53.2 million | 3.71% | new |
| Bloom Energy Corp. BE | 175,436 | $53.1 million | 3.70% | -101,157 |
| Celestica Inc. CLS | 138,984 | $50.7 million | 3.53% | new |
| Visa Inc. V | 145,955 | $50.1 million | 3.49% | new |
| Credo Technology Group Holdi CRDO | 183,223 | $49.8 million | 3.47% | new |
| Yandex N V NBIS | 162,685 | $44.9 million | 3.13% | new |
| ASML Holding N.V. ASML | 21,532 | $42.8 million | 2.98% | -617 |
| Snowflake Inc. SNOW | 133,776 | $34.0 million | 2.37% | new |
| Spotify Technology S.A. SPOT | 70,630 | $32.4 million | 2.26% | -98,653 |
| Rocket Cos Inc. RKT | 2,031,575 | $32.0 million | 2.23% | -1,128,367 |
| Liberty Media Corp. Del FWONK | 313,020 | $29.8 million | 2.07% | -388,544 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.