Institutions / Soma Equity Partners LP
Soma Equity Partners LP
CIK 1680964 · Institution · as of Dec 31, 2025
Portfolio value
$1.71B
Positions
16
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Uber Technologies, Inc | $161.65M | 9.4% |
| Rivian Automotive, Inc. / DE | $161.49M | 9.4% |
| ROBLOX Corp | $152.33M | 8.9% |
| Zillow Group, Inc. | $121.98M | 7.1% |
| Confluent, Inc. | $119.19M | 7.0% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $117.34M | 6.8% |
| Meta Platforms Inc | $111.97M | 6.5% |
| Advanced Micro Devices Inc | $111.44M | 6.5% |
| DoorDash, Inc. | $108.63M | 6.3% |
| Elastic N.V. | $104.60M | 6.1% |
| Synopsys Inc | $101.96M | 5.9% |
| Amazon.com Inc | $92.00M | 5.4% |
| Varonis Systems Inc | $73.97M | 4.3% |
| Samsara Inc. | $59.61M | 3.5% |
| Take Two Interactive Software Inc | $58.28M | 3.4% |
| NVIDIA Corp | $57.64M | 3.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.