Soma Equity Partners as of Sept. 30, 2017
Portfolio Holdings for Soma Equity Partners
Soma Equity Partners holds 14 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Yelp Inc cl a (YELP) | 17.6 | $83M | 1.9M | 43.30 | |
| Netflix (NFLX) | 11.8 | $56M | 308k | 181.35 | |
| Palo Alto Networks (PANW) | 10.9 | $52M | 360k | 144.10 | |
| Autodesk (ADSK) | 8.2 | $39M | 346k | 112.26 | |
| Paypal Holdings (PYPL) | 7.8 | $37M | 577k | 64.03 | |
| Cornerstone Ondemand | 7.7 | $37M | 898k | 40.61 | |
| Cyberark Software (CYBR) | 7.4 | $35M | 855k | 41.00 | |
| Coupa Software | 7.4 | $35M | 1.1M | 31.15 | |
| Akamai Technologies (AKAM) | 7.1 | $34M | 692k | 48.72 | |
| Cognizant Technology Solutions (CTSH) | 5.4 | $25M | 350k | 72.54 | |
| Baidu (BIDU) | 3.9 | $19M | 75k | 247.69 | |
| Akamai Technologies Inc call | 2.1 | $9.7M | 200k | 48.72 | |
| PALO ALTO NETWORKS Inc cmn | 1.5 | $7.2M | 50k | 144.10 | |
| Cyberark Software | 1.3 | $6.2M | 150k | 41.00 |
