Soma Equity Partners LP
Net seller this quarter
$1.44B
24
-$288M
55.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $106M | 7.39% | 0.00% | -6.0% | Q4 2025 |
 AMZN | $106M | 7.36% | 0.00% | -6.8% | Q1 2020 |
 RIVN | $94.9M | 6.61% | 0.40% | -4.2% | Q2 2023 |
 GOOG | $91.3M | 6.36% | Not reported | +62.7% | Q1 2026 |
 META | $74.9M | 5.22% | Not reported | -21.9% | Q2 2022 |
 DASH | $71.6M | 4.99% | Not reported | -14.3% | Q4 2025 |
 TSM | $66.8M | 4.65% | 0.00% | -7.6% | Q3 2025 |
 AVGO | $64.5M | 4.49% | 0.00% | New | Q2 2026 |
 UBER | $60.5M | 4.22% | 0.04% | -46.6% | Q2 2019 |
 ANET | $60.3M | 4.20% | 0.03% | Not reported | Q4 2019 |
 IREN | $57.3M | 3.99% | 0.35% | New | Q2 2026 |
 SNPS | $55.2M | 3.85% | 0.06% | -15.1% | Q4 2025 |
 MDB | $53.4M | 3.72% | 0.20% | New | Q2 2026 |
 LITE | $53.2M | 3.71% | 0.07% | New | Q2 2026 |
 BE | $53.1M | 3.70% | 0.06% | -36.6% | Q1 2026 |
 CLS | $50.7M | 3.53% | 0.12% | New | Q2 2026 |
 V | $50.1M | 3.49% | 0.01% | New | Q2 2026 |
 CRDO | $49.8M | 3.47% | 0.10% | New | Q2 2026 |
 NBIS | $44.9M | 3.13% | 0.06% | New | Q2 2026 |
 ASML | $42.8M | 2.98% | 0.01% | -2.8% | Q1 2026 |
 SNOW | $34M | 2.37% | 0.04% | Not reported | Q2 2022 |
 SPOT | $32.4M | 2.26% | 0.03% | -58.3% | Q1 2026 |
 RKT | $32M | 2.23% | Not reported | -35.7% | Q1 2026 |
 FWONK | $29.8M | 2.07% | Not reported | -55.4% | Q1 2026 |
| Q1 2026 | |||||
| UBER | $113M | 8.33% | 0.08% | -20.6% | Q2 2019 |
| AMZN | $99.1M | 7.31% | 0.00% | +19.4% | Q1 2020 |
| NVDA | $98.5M | 7.26% | 0.00% | +82.7% | Q4 2025 |
| META | $97.5M | 7.19% | Not reported | +0.5% | Q2 2022 |
 RBLX | $91.1M | 6.72% | 0.23% | -14.3% | Q1 2021 |
| RIVN | $86M | 6.34% | 0.45% | -30.3% | Q2 2023 |
| SPOT | $82.1M | 6.05% | 0.08% | New | Q1 2026 |
 AMD | $79.1M | 5.83% | 0.02% | -25.3% | Q2 2022 |
 PANW | $74.2M | 5.48% | 0.06% | Not reported | Q4 2016 |
| DASH | $68M | 5.01% | Not reported | -5.6% | Q4 2025 |
| FWONK | $59.6M | 4.40% | Not reported | New | Q1 2026 |
| SNPS | $57.8M | 4.26% | 0.08% | -32.9% | Q4 2025 |
 GWRE | $57.6M | 4.25% | 0.46% | New | Q1 2026 |
 MELI | $53.8M | 3.97% | 0.06% | Not reported | Q4 2017 |
| TSM | $51.1M | 3.77% | 0.00% | -60.8% | Q3 2025 |
| GOOG | $45.6M | 3.36% | Not reported | New | Q1 2026 |
| RKT | $45M | 3.32% | Not reported | New | Q1 2026 |
| BE | $37.5M | 2.76% | 0.10% | New | Q1 2026 |
 INTU | $30.3M | 2.24% | 0.03% | New | Q1 2026 |
| ASML | $29.3M | 2.16% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| UBER | $162M | 8.89% | 0.10% | -9.6% | Q2 2019 |
| RIVN | $161M | 8.88% | 0.66% | -11.0% | Q2 2023 |
| RBLX | $152M | 8.38% | 0.27% | +10.9% | Q1 2021 |
 Z | $122M | 6.71% | Not reported | +21.8% | Q4 2020 |
| CFLT | $119M | 6.56% | 3.60% | +81.9% | Q3 2024 |
| TSM | $117M | 6.46% | 0.00% | +11.2% | Q3 2025 |
| META | $112M | 6.16% | Not reported | -5.2% | Q2 2022 |
| AMD | $111M | 6.13% | 0.03% | -9.9% | Q2 2022 |
| DASH | $109M | 5.98% | Not reported | New | Q4 2025 |
 ESTC | $105M | 5.75% | 1.32% | +4.7% | Q3 2024 |
| SNPS | $102M | 5.61% | 0.11% | New | Q4 2025 |
| AMZN | $92M | 5.06% | 0.00% | -36.9% | Q1 2020 |
 VRNS | $74M | 4.07% | 1.92% | +4.8% | Q1 2019 |
 IOT | $59.6M | 3.28% | Not reported | +18.9% | Q4 2021 |
 TTWO | $58.3M | 3.21% | 0.12% | -44.2% | Q2 2022 |
| NVDA | $57.6M | 3.17% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| RBLX | $235M | 11.79% | 0.24% | -25.9% | Q1 2021 |
| UBER | $214M | 10.76% | 0.11% | +11.4% | Q2 2019 |
 WIX | $150M | 7.51% | 1.50% | -15.6% | Q2 2022 |
| AMZN | $139M | 6.97% | 0.01% | +1.6% | Q1 2020 |
| RIVN | $135M | 6.78% | 0.75% | +9.9% | Q2 2023 |
| META | $131M | 6.60% | Not reported | -18.3% | Q2 2022 |
| VRNS | $124M | 6.21% | 1.83% | -23.8% | Q1 2019 |
| Z | $113M | 5.68% | Not reported | +389.5% | Q4 2020 |
| ESTC | $112M | 5.62% | 1.25% | Not reported | Q3 2024 |
| TTWO | $105M | 5.29% | 0.22% | -23.4% | Q2 2022 |
| TSM | $97M | 4.87% | 0.00% | New | Q3 2025 |
| AMD | $93.5M | 4.69% | 0.04% | Not reported | Q2 2022 |
 OKTA | $90.1M | 4.52% | Not reported | Not reported | Q1 2022 |
 CVNA | $67.1M | 3.37% | Not reported | New | Q3 2025 |
| IOT | $52.7M | 2.64% | Not reported | Not reported | Q4 2021 |
 SHOP | $45.4M | 2.28% | 0.08% | -18.2% | Q2 2024 |
 DDOG | $45.2M | 2.27% | 0.41% | -66.1% | Q2 2022 |
| CFLT | $42.9M | 2.15% | 1.98% | -59.1% | Q3 2024 |