Investor
SOMA EQUITY PARTNERS LP
CIK 0001680964 · filed 2026-05-15 · SEC filing
13F book
$1.36B
Positions
20
10 new · 6 sold
Largest name
8.3%
Uber Technologies, Inc · UBER
Est. mark
−$153.3M
Price effect on 10 names still held. Flow −$204.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Uber Technologies, Inc | UBER | 1.57M | $113M | 8.3% | −$15.4M | Cut−$48.7M |
| Amazon Com Inc | AMZN | 475.8K | $99.1M | 7.3% | −$8.99M | Added$7.08M |
| Nvidia Corp | NVDA | 564.6K | $98.5M | 7.3% | −$3.74M | Added$40.8M |
| Meta Platforms, Inc. | META | 170.4K | $97.5M | 7.2% | −$14.9M | Added−$14.5M |
| Roblox Corp | RBLX | 1.61M | $91.1M | 6.7% | −$39.4M | Cut−$61.2M |
| Rivian Automotive Inc | — | 5.71M | $86M | 6.3% | −$26.6M | Cut−$75.5M |
| Spotify Technology S.A. | SPOT | 169.3K | $82.1M | 6.1% | — | New |
| Advanced Micro Devices Inc | AMD | 388.7K | $79.1M | 5.8% | −$4.17M | Cut−$32.4M |
| Palo Alto Networks Inc | PANW | 463.1K | $74.2M | 5.5% | — | New |
| DoorDash, Inc. | DASH | 452.6K | $68M | 5.0% | −$34.6M | Cut−$40.7M |
| Liberty Media Corp Del | — | 701.6K | $59.6M | 4.4% | — | New |
| Synopsys Inc | SNPS | 145.7K | $57.8M | 4.3% | −$10.7M | Cut−$44.2M |
| Guidewire Software, Inc. | GWRE | 385.4K | $57.6M | 4.3% | — | New |
| Mercadolibre Inc | MELI | 31.1K | $53.8M | 4.0% | — | New |
| Taiwan Semiconductor Mfg Ltd | — | 151.3K | $51.1M | 3.8% | $5.15M | Cut−$66.2M |
| Alphabet Inc | — | 158.9K | $45.6M | 3.4% | — | New |
| Rocket Cos Inc | — | 3.16M | $45M | 3.3% | — | New |
| Bloom Energy Corp | BE | 276.6K | $37.5M | 2.8% | — | New |
| Intuit Inc. | INTU | 70.2K | $30.3M | 2.2% | — | New |
| Asml Holding N V | — | 22.1K | $29.3M | 2.2% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.