Soma Equity Partners LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Soma Equity Partners LP disclosed 20 US equity positions worth $1.4bn in its Q1 2026 13F filing. The largest position was UBER at 8.3% of the reported book, followed by AMZN and NVDA.
What did Soma Equity Partners LP own in Q1 2026? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | UBER UBER TECHNOLOGIES INC | Technology | 8.3% | $113.0m | 1,570,730 | – | |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 7.3% | $99.1m | 475,772 | – | |
| 3 | NVDA NVIDIA CORPORATION | Technology | 7.3% | $98.5m | 564,608 | – | |
| 4 | META META PLATFORMS INC | Communication Services | 7.2% | $97.5m | 170,406 | – | |
| 5 | RBLX ROBLOX CORP | Communication Services | 6.7% | $91.1m | 1,610,316 | – | |
| 6 | RIVN RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 6.3% | $86.0m | 5,711,188 | – | |
| 7 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 6.1% | $82.1m | 169,283 | – | |
| 8 | AMD ADVANCED MICRO DEVICES INC | Technology | 5.8% | $79.1m | 388,715 | – | |
| 9 | PANW PALO ALTO NETWORKS INC | Technology | 5.5% | $74.2m | 463,129 | – | |
| 10 | DASH DOORDASH INC | Consumer Cyclical | 5.0% | $68.0m | 452,644 | – | |
| 11 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 4.4% | $59.6m | 701,564 | – | |
| 12 | SNPS SYNOPSYS INC | Technology | 4.3% | $57.8m | 145,700 | – | |
| 13 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 4.3% | $57.6m | 385,359 | – | |
| 14 | MELI MERCADOLIBRE INC | Consumer Cyclical | 4.0% | $53.8m | 31,109 | – | |
| 15 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 3.8% | $51.1m | 151,264 | – | |
| 16 | GOOG ALPHABET INC | Communication Services | 3.4% | $45.6m | 158,886 | – | |
| 17 | RKT ROCKET COS INC | Financial Services | 3.3% | $45.0m | 3,159,942 | – | |
| 18 | BE BLOOM ENERGY CORP | Industrials | 2.8% | $37.5m | 276,593 | – | |
| 19 | INTU INTUIT | Technology | 2.2% | $30.3m | 70,180 | – | |
| 20 | ASML ASML HLDG NV | Technology | 2.2% | $29.3m | 22,149 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.