Soma Equity Partners LP
Soma Equity Partners LP reported 24 holdings worth US$1.44B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Soma Equity Partners LP reported 24 holdings worth US$1.44B as of Jun 30, 2026. Largest: Nvidia Corporation, Amazon.com, Inc. and Rivian Automotive, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 24
- Value as reported
- US$1.44B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 531K | US$106M | 7.4% |
| Amazon.com, Inc. | 443K | US$106M | 7.4% |
| Rivian Automotive, Inc. | 5.47M | US$94.9M | 6.6% |
| Alphabet Inc (google) Class C | 256K | US$91.3M | 6.4% |
| Meta Platforms, Inc. | 133K | US$74.9M | 5.2% |
| Doordash, Inc. | 388K | US$71.6M | 5.0% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 140K | US$66.8M | 4.7% |
| Broadcom Inc. | 171K | US$64.5M | 4.5% |
| Uber Technologies, Inc. | 839K | US$60.5M | 4.2% |
| Arista Networks, Inc. | 355K | US$60.3M | 4.2% |
| Synopsys, Inc. | 124K | US$55.2M | 3.8% |
| Mongodb, Inc. | 159K | US$53.4M | 3.7% |
| Lumentum Holdings Inc. | 62,015 | US$53.2M | 3.7% |
| Bloom Energy Corporation | 175K | US$53.1M | 3.7% |
| Celestica Inc. | 139K | US$50.7M | 3.5% |
| Visa Inc. | 146K | US$50.1M | 3.5% |
| Credo Technology Group Holding Ltd | 183K | US$49.8M | 3.5% |
| Asml Holding Nv | 21,532 | US$42.8M | 3.0% |
| Snowflake Inc. | 134K | US$34M | 2.4% |
| Rocket Companies, Inc. | 2.03M | US$32M | 2.2% |
| Liberty Media Corporation - Series A Liberty Formula One | 313K | US$29.8M | 2.1% |
| Advanced Micro Devices Inc | 0 | US$0 | 0.00% |
| Guidewire Software, Inc. | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Mercadolibre, Inc. | 0 | US$0 | 0.00% |
| Palo Alto Networks, Inc. | 0 | US$0 | 0.00% |
| Roblox Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
Related