Soma Equity Partners as of March 31, 2017
Portfolio Holdings for Soma Equity Partners
Soma Equity Partners holds 14 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Yelp Inc cl a (YELP) | 16.2 | $47M | 1.4M | 32.75 | |
| Netflix (NFLX) | 11.6 | $33M | 225k | 147.81 | |
| Paypal Holdings (PYPL) | 11.3 | $32M | 749k | 43.02 | |
| Autodesk (ADSK) | 10.6 | $30M | 350k | 86.47 | |
| Palo Alto Networks (PANW) | 9.4 | $27M | 240k | 112.68 | |
| Baidu (BIDU) | 8.4 | $24M | 140k | 172.52 | |
| Cognizant Technology Solutions (CTSH) | 7.3 | $21M | 350k | 59.52 | |
| Sba Communications Corp (SBAC) | 6.3 | $18M | 150k | 120.37 | |
| Gigamon | 5.6 | $16M | 450k | 35.55 | |
| Yelp Inc cmn | 3.5 | $10M | 310k | 32.75 | |
| MicroStrategy Incorporated (MSTR) | 3.3 | $9.4M | 50k | 187.80 | |
| Coupa Software | 3.1 | $8.9M | 352k | 25.40 | |
| PALO ALTO NETWORKS Inc cmn | 2.0 | $5.6M | 50k | 112.68 | |
| Cornerstone Ondemand | 1.4 | $3.9M | 100k | 38.89 |
