Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SOMA EQUITY PARTNERS LP (CIK 1680964) reported $1.36B across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: UBER ($113.0M, 8.33%), AMZN ($99.1M, 7.31%), NVDA ($98.5M, 7.26%), META ($97.5M, 7.19%), RBLX ($91.1M, 6.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UBER | UBER TECHNOLOGIES INC | $113.0M | 8.33% | 1.6M | Trimmed |
| 2 | AMZN | AMAZON COM INC | $99.1M | 7.31% | 475,772 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $98.5M | 7.26% | 564,608 | Added |
| 4 | META | META PLATFORMS INC | $97.5M | 7.19% | 170,406 | Added |
| 5 | RBLX | ROBLOX CORP | $91.1M | 6.72% | 1.6M | Trimmed |
| 6 | RIVN | RIVIAN AUTOMOTIVE INC | $86.0M | 6.34% | 5.7M | Trimmed |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | $82.1M | 6.05% | 169,283 | New |
| 8 | AMD | ADVANCED MICRO DEVICES INC | $79.1M | 5.83% | 388,715 | Trimmed |
| 9 | PANW | PALO ALTO NETWORKS INC | $74.2M | 5.48% | 463,129 | New |
| 10 | DASH | DOORDASH INC | $68.0M | 5.01% | 452,644 | Trimmed |
| 11 | FWONK | LIBERTY MEDIA CORP DEL | $59.6M | 4.40% | 701,564 | New |
| 12 | SNPS | SYNOPSYS INC | $57.8M | 4.26% | 145,700 | Trimmed |
| 13 | GWRE | GUIDEWIRE SOFTWARE INC | $57.6M | 4.25% | 385,359 | New |
| 14 | MELI | MERCADOLIBRE INC | $53.8M | 3.97% | 31,109 | New |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $51.1M | 3.77% | 151,264 | Trimmed |
| 16 | GOOG | ALPHABET INC | $45.6M | 3.36% | 158,886 | New |
| 17 | RKT | ROCKET COS INC | $45.0M | 3.32% | 3.2M | New |
| 18 | BE | BLOOM ENERGY CORP | $37.5M | 2.76% | 276,593 | New |
| 19 | INTU | INTUIT | $30.3M | 2.24% | 70,180 | New |
| 20 | ASML | ASML HLDG NV | $29.3M | 2.16% | 22,149 | New |
| 21 | IOT | SAMSARA INC | $0 | 0.00% | 0 | Exited |
| 22 | CFLT | CONFLUENT INC | $0 | 0.00% | 0 | Exited |
| 23 | SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | Exited |
| 24 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | Exited |
| 25 | VRNS | VARONIS SYS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31