Soma Equity Partners as of June 30, 2026
Portfolio Holdings for Soma Equity Partners
Soma Equity Partners holds 24 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.4 | $106M | 531k | 200.09 | |
| Amazon (AMZN) | 7.4 | $106M | 443k | 238.34 | |
| Rivian Automotive Com Cl A (RIVN) | 6.6 | $95M | 5.5M | 17.35 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.4 | $91M | 259k | 353.33 | |
| Meta Platforms Cl A (META) | 5.2 | $75M | 133k | 563.29 | |
| Doordash Cl A (DASH) | 5.0 | $72M | 388k | 184.53 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.7 | $67M | 140k | 477.57 | |
| Broadcom (AVGO) | 4.5 | $65M | 171k | 377.75 | |
| Uber Technologies (UBER) | 4.2 | $61M | 839k | 72.16 | |
| Arista Networks Com Shs (ANET) | 4.2 | $60M | 355k | 169.88 | |
| Iren Ordinary Shares (IREN) | 4.0 | $57M | 1.3M | 45.73 | |
| Synopsys (SNPS) | 3.8 | $55M | 124k | 446.07 | |
| Mongodb Cl A (MDB) | 3.7 | $53M | 159k | 335.90 | |
| Lumentum Hldgs (LITE) | 3.7 | $53M | 62k | 858.06 | |
| Bloom Energy Corp Com Cl A (BE) | 3.7 | $53M | 175k | 302.70 | |
| Celestica (CLS) | 3.5 | $51M | 139k | 364.80 | |
| Visa Com Cl A (V) | 3.5 | $50M | 146k | 343.09 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 3.5 | $50M | 183k | 271.95 | |
| Nebius Group Shs Class A (NBIS) | 3.1 | $45M | 163k | 276.17 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 3.0 | $43M | 22k | 1989.44 | |
| Snowflake Com Shs (SNOW) | 2.4 | $34M | 134k | 254.50 | |
| Spotify Technology S A SHS (SPOT) | 2.3 | $32M | 71k | 459.13 | |
| Rocket Cos Com Cl A (RKT) | 2.2 | $32M | 2.0M | 15.75 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 2.1 | $30M | 313k | 95.14 |
