Soma Equity Partners as of June 30, 2017
Portfolio Holdings for Soma Equity Partners
Soma Equity Partners holds 15 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Yelp Inc cl a (YELP) | 15.3 | $53M | 1.8M | 30.02 | |
| Palo Alto Networks (PANW) | 11.1 | $39M | 290k | 133.81 | |
| Netflix (NFLX) | 9.9 | $35M | 232k | 149.41 | |
| Baidu (BIDU) | 9.2 | $32M | 179k | 178.86 | |
| Autodesk (ADSK) | 8.7 | $30M | 300k | 100.82 | |
| Cognizant Technology Solutions (CTSH) | 8.6 | $30M | 450k | 66.40 | |
| Paypal Holdings (PYPL) | 7.7 | $27M | 500k | 53.67 | |
| Akamai Technologies (AKAM) | 6.4 | $22M | 450k | 49.81 | |
| Coupa Software | 5.8 | $20M | 700k | 28.98 | |
| Gigamon | 4.6 | $16M | 408k | 39.35 | |
| Sba Communications Corp (SBAC) | 3.9 | $14M | 100k | 134.90 | |
| Cornerstone Ondemand | 2.5 | $8.9M | 249k | 35.75 | |
| MicroStrategy Incorporated (MSTR) | 2.3 | $7.9M | 41k | 191.68 | |
| Yelp Inc cmn | 2.1 | $7.5M | 250k | 30.02 | |
| PALO ALTO NETWORKS Inc cmn | 1.9 | $6.7M | 50k | 133.82 |
