EdgeMarket › What Soma Equity Partners Lp reported owning
What Soma Equity Partners Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
20Quarter
2026-03-31Shown below
20largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| UBER Uber Technologies, Inc | 113.0M | 8.3% | 1.6M | 78.80 | -15.9% |
| AMZN AMAZON COM INC | 99.1M | 7.3% | 475.8K | 258.63 | +15.6% |
| NVDA NVIDIA CORP | 98.5M | 7.3% | 564.6K | 214.72 | +22.4% |
| META Meta Platforms, Inc. | 97.5M | 7.2% | 170.4K | 549.90 | -26.5% |
| RBLX Roblox Corp | 91.1M | 6.7% | 1.6M | 38.37 | -67.6% |
| RIVN Rivian Automotive, Inc. / DE | 86.0M | 6.3% | 5.7M | 16.97 | +40.6% |
| SPOT Spotify Technology S.A. | 82.1M | 6.1% | 169.3K | 533.72 | -24.2% |
| AMD ADVANCED MICRO DEVICES INC | 79.1M | 5.8% | 388.7K | 473.25 | +186.5% |
| PANW Palo Alto Networks Inc | 74.2M | 5.5% | 463.1K | 357.87 | +94.0% |
| DASH DoorDash, Inc. | 68.0M | 5.0% | 452.6K | 223.49 | -8.3% |
| FWONK Liberty Media Corp | 59.6M | 4.4% | 701.6K | 104.94 | +3.2% |
| SNPS SYNOPSYS INC | 57.8M | 4.3% | 145.7K | 397.87 | -33.8% |
| GWRE Guidewire Software, Inc. | 57.6M | 4.3% | 385.4K | 189.19 | -12.5% |
| MELI MERCADOLIBRE INC | 53.8M | 4.0% | 31.1K | 1,922.73 | -17.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 51.1M | 3.8% | 151.3K | 418.95 | +83.3% |
| GOOG Alphabet Inc. | 45.6M | 3.4% | 158.9K | 341.75 | +70.7% |
| RKT Rocket Companies, Inc. | 45.0M | 3.3% | 3.2M | 13.93 | -21.6% |
| BE Bloom Energy Corp | 37.5M | 2.8% | 276.6K | 201.45 | +352.6% |
| INTU INTUIT INC. | 30.3M | 2.2% | 70.2K | 367.00 | -47.5% |
| ASML ASML HOLDING NV | 29.3M | 2.2% | 22.1K | 1,763.76 | +135.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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