Soma Equity Partners

Soma Equity Partners as of Dec. 31, 2025

Portfolio Holdings for Soma Equity Partners

Soma Equity Partners holds 17 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Uber Technologies (UBER) 8.9 $162M 2.0M 81.71
Rivian Automotive Com Cl A (RIVN) 8.9 $162M 8.2M 19.71
Roblox Corp Cl A (RBLX) 8.4 $152M 1.9M 81.03
Elastic N V Ord Shs Call Option (ESTC) 7.8 $142M 1.9M 75.44
Zillow Group Cl C Cap Stk (Z) 6.7 $122M 1.8M 68.22
Confluent Class A Com (CFLT) 6.6 $119M 3.9M 30.24
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 6.5 $117M 386k 303.89
Meta Platforms Cl A (META) 6.2 $112M 170k 660.09
Advanced Micro Devices (AMD) 6.1 $111M 520k 214.16
Doordash Cl A (DASH) 6.0 $109M 480k 226.48
Synopsys (SNPS) 5.6 $102M 217k 469.72
Amazon (AMZN) 5.1 $92M 399k 230.82
Varonis Sys (VRNS) 4.1 $74M 2.3M 32.80
Snowflake Com Shs Call Option (SNOW) 3.6 $66M 300k 219.36
Samsara Com Cl A (IOT) 3.3 $60M 1.7M 35.45
Take-Two Interactive Software (TTWO) 3.2 $58M 228k 256.03
NVIDIA Corporation (NVDA) 3.2 $58M 309k 186.50