Soma Equity Partners Lp Top Holdings and 13F Report (2026) About Soma Equity Partners LpInvestment ActivitySoma Equity Partners Lp has $1.36 billion in total holdings as of March 31, 2026.Soma Equity Partners Lp owns shares of 20 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 42.49% of the portfolio was purchased this quarter.About 63.53% of the portfolio was sold this quarter.This quarter, Soma Equity Partners Lp has purchased 17 new stocks and bought additional shares in 3 stocks.Soma Equity Partners Lp sold shares of 7 stocks and completely divested from 7 stocks this quarter.Largest Holdings Uber Technologies $112,982,609Amazon.com $99,089,034NVIDIA $98,467,635Meta Platforms $97,494,385Roblox $91,079,473 Largest New Holdings this Quarter L8681T102 - Spotify Technology $82,087,020 Holding697435105 - Palo Alto Networks $74,248,841 Holding531229755 - Liberty Media Corporation - Liberty Formula One Series C $59,646,971 Holding40171V100 - Guidewire Software $57,634,292 Holding58733R102 - MercadoLibre $53,788,083 Holding Largest Purchases this Quarter Spotify Technology 169,283 shares (about $82.09M)Palo Alto Networks 463,129 shares (about $74.25M)Liberty Media Corporation - Liberty Formula One Series C 701,564 shares (about $59.65M)Guidewire Software 385,359 shares (about $57.63M)MercadoLibre 31,109 shares (about $53.79M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 234,868 shares (about $79.37M)Rivian Automotive 2,482,185 shares (about $37.36M)Uber Technologies 407,603 shares (about $29.32M)Synopsys 71,360 shares (about $28.29M)Advanced Micro Devices 131,643 shares (about $26.78M) 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 PortfolioSectorUBERUber Technologies$112,982,609$29,318,884 â–¼-20.6%1,570,7308.3%Computer and TechnologyAMZNAmazon.com$99,089,034$16,072,821 â–²19.4%475,7727.3%Retail/WholesaleNVDANVIDIA$98,467,635$44,562,862 â–²82.7%564,6087.3%Computer and TechnologyMETAMeta Platforms$97,494,385$443,401 â–²0.5%170,4067.2%Computer and TechnologyRBLXRoblox$91,079,473$15,248,010 â–¼-14.3%1,610,3166.7%Consumer DiscretionaryRIVNRivian Automotive$85,953,379$37,356,884 â–¼-30.3%5,711,1886.3%Auto/Tires/TrucksSPOTSpotify Technology$82,087,020$82,087,020 â–²New Holding169,2836.1%Computer and TechnologyAMDAdvanced Micro Devices$79,076,292$26,780,135 â–¼-25.3%388,7155.8%Computer and TechnologyPANWPalo Alto Networks$74,248,841$74,248,841 â–²New Holding463,1295.5%Computer and TechnologyDOORDASH INC$67,964,497$4,056,302 â–¼-5.6%452,6445.0%CL AFWONKLiberty Media Corporation - Liberty Formula One Series C$59,646,971$59,646,971 â–²New Holding701,5644.4%Consumer DiscretionarySNPSSynopsys$57,767,136$28,292,813 â–¼-32.9%145,7004.3%Computer and TechnologyGWREGuidewire Software$57,634,292$57,634,292 â–²New Holding385,3594.3%Computer and TechnologyMELIMercadoLibre$53,788,083$53,788,083 â–²New Holding31,1094.0%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$51,119,669$79,373,641 â–¼-60.8%151,2643.8%Computer and TechnologyGOOGAlphabet$45,578,038$45,578,038 â–²New Holding158,8863.4%Computer and TechnologyRKTRocket Companies$45,029,174$45,029,174 â–²New Holding3,159,9423.3%FinanceBEBloom Energy$37,475,586$37,475,586 â–²New Holding276,5932.8%EnergyINTUIntuit$30,344,428$30,344,428 â–²New Holding70,1802.2%Computer and TechnologyASMLASML$29,255,064$29,255,064 â–²New Holding22,1492.2%Computer and TechnologyESTCElastic$0$142,315,523 â–¼-100.0%00.0%Computer and TechnologyZZillow Group$0$121,980,362 â–¼-100.0%00.0%Computer and TechnologyCFLTConfluent$0$119,186,575 â–¼-100.0%00.0%Computer and TechnologyVRNSVaronis Systems$0$73,967,838 â–¼-100.0%00.0%Computer and TechnologySNOWSnowflake$0$65,808,000 â–¼-100.0%00.0%Computer and TechnologyIOTSamsara$0$59,605,240 â–¼-100.0%00.0%Computer and TechnologyTTWOTake-Two Interactive Software$0$58,283,693 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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