Soma Equity Partners Lp Top Holdings and 13F Report (2026) About Soma Equity Partners LpInvestment ActivitySoma Equity Partners Lp has $1.44 billion in total holdings as of June 30, 2026.Soma Equity Partners Lp owns shares of 24 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 38.56% of the portfolio was purchased this quarter.About 44.43% of the portfolio was sold this quarter.This quarter, Soma Equity Partners Lp has purchased 20 new stocks and bought additional shares in 1 stock.Soma Equity Partners Lp sold shares of 13 stocks and completely divested from 6 stocks this quarter.Largest Holdings NVIDIA $106,156,949Amazon.com $105,659,697Rivian Automotive $94,923,203Alphabet $91,334,745Meta Platforms $74,949,114 Largest New Holdings this Quarter 11135F101 - Broadcom $64,505,346 Holding040413205 - ARISTA NETWORKS INC $60,289,053 HoldingQ4982L109 - IREN $57,320,451 Holding60937P106 - MongoDB $53,394,664 Holding55024U109 - Lumentum $53,212,591 Holding Largest Purchases this Quarter Broadcom 170,762 shares (about $64.51M)ARISTA NETWORKS INC 354,892 shares (about $60.29M)IREN 1,253,454 shares (about $57.32M)MongoDB 158,960 shares (about $53.39M)Lumentum 62,015 shares (about $53.21M) Largest Sales this Quarter Uber Technologies 731,623 shares (about $52.79M)Spotify Technology 98,653 shares (about $45.29M)Liberty Media Corporation - Liberty Formula One Series C 388,544 shares (about $36.97M)Bloom Energy 101,157 shares (about $30.62M)Meta Platforms 37,350 shares (about $21.04M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSoma Equity Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$106,156,949$6,815,466 â–¼-6.0%530,5467.4%TechnologyAMZNAmazon.com$105,659,697$7,735,801 â–¼-6.8%443,3157.4%Consumer DiscretionaryRIVNRivian Automotive$94,923,203$4,165,908 â–¼-4.2%5,471,0786.6%Consumer DiscretionaryGOOGAlphabet$91,334,745$35,195,555 â–²62.7%258,4976.4%Communication ServicesMETAMeta Platforms$74,949,114$21,038,881 â–¼-21.9%133,0565.2%Communication ServicesDOORDASH INC$71,606,682$11,919,715 â–¼-14.3%388,0495.0%CL ATSMTaiwan Semiconductor Manufacturing$66,759,033$5,480,116 â–¼-7.6%139,7894.7%TechnologyAVGOBroadcom$64,505,346$64,505,346 â–²New Holding170,7624.5%TechnologyUBERUber Technologies$60,549,961$52,793,916 â–¼-46.6%839,1074.2%IndustrialsARISTA NETWORKS INC$60,289,053$60,289,053 â–²New Holding354,8924.2%COM SHSIRENIREN$57,320,451$57,320,451 â–²New Holding1,253,4544.0%TechnologySNPSSynopsys$55,201,163$9,791,237 â–¼-15.1%123,7503.8%TechnologyMDBMongoDB$53,394,664$53,394,664 â–²New Holding158,9603.7%TechnologyLITELumentum$53,212,591$53,212,591 â–²New Holding62,0153.7%TechnologyBEBloom Energy$53,104,477$30,620,224 â–¼-36.6%175,4363.7%IndustrialsCELESTICA INC$50,701,363$50,701,363 â–²New Holding138,9843.5%COMVVisa$50,075,701$50,075,701 â–²New Holding145,9553.5%FinanceCRDOCredo Technology Group$49,827,495$49,827,495 â–²New Holding183,2233.5%TechnologyYNDXYandex$44,928,716$44,928,716 â–²New Holding162,6853.1%TechnologyASMLASML$42,836,622$1,227,484 â–¼-2.8%21,5323.0%TechnologySNOWSnowflake$34,045,992$34,045,992 â–²New Holding133,7762.4%TechnologySPOTSpotify Technology$32,428,352$45,294,552 â–¼-58.3%70,6302.3%Communication ServicesRKTRocket Companies$31,997,306$17,771,780 â–¼-35.7%2,031,5752.2%FinanceFWONKLiberty Media Corporation - Liberty Formula One Series C$29,780,723$36,966,076 â–¼-55.4%313,0202.1%Communication ServicesRBLXRoblox$0$91,079,473 â–¼-100.0%00.0%Communication ServicesAMDAdvanced Micro Devices$0$79,076,292 â–¼-100.0%00.0%TechnologyPANWPalo Alto Networks$0$74,248,841 â–¼-100.0%00.0%TechnologyGWREGuidewire Software$0$57,634,292 â–¼-100.0%00.0%TechnologyMELIMercadoLibre$0$53,788,083 â–¼-100.0%00.0%Consumer DiscretionaryINTUIntuit$0$30,344,428 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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