Back to SOMA EQUITY PARTNERS LP
Q2 2026 13F filing
Updated 27 days ago24 disclosed positions worth $1.4B
Portfolio value
$1.4B
Total holdings
24
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $106.2M | 530.5K | 7.39% | — |
| 2 | A AMZN AMAZON COM INC | $105.7M | 443.3K | 7.36% | — |
| 3 | R RIVN RIVIAN AUTOMOTIVE INC | $94.9M | 5.47M | 6.61% | — |
| 4 | G GOOGN ALPHABET INC | $91.3M | 258.5K | 6.36% | — |
| 5 | M META META PLATFORMS INC | $74.9M | 133.1K | 5.22% | — |
| 6 | D DASH DOORDASH INC | $71.6M | 388.0K | 4.99% | — |
| 7 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $66.8M | 139.8K | 4.65% | — |
| 8 | A AVGO BROADCOM INC | $64.5M | 170.8K | 4.49% | — |
| 9 | U UBER UBER TECHNOLOGIES INC | $60.5M | 839.1K | 4.22% | — |
| 10 | A ANET ARISTA NETWORKS INC | $60.3M | 354.9K | 4.20% | — |
| 11 | I IREN IREN LIMITED | $57.3M | 1.25M | 3.99% | — |
| 12 | S SNPS SYNOPSYS INC | $55.2M | 123.8K | 3.85% | — |
| 13 | M MDB MONGODB INC | $53.4M | 159.0K | 3.72% | — |
| 14 | L LITE LUMENTUM HLDGS INC | $53.2M | 62.0K | 3.71% | — |
| 15 | B BE BLOOM ENERGY CORP | $53.1M | 175.4K | 3.70% | — |
| 16 | C CLS CELESTICA INC | $50.7M | 139.0K | 3.53% | — |
| 17 | V V VISA INC | $50.1M | 146.0K | 3.49% | — |
| 18 | C CRDO CREDO TECHNOLOGY GROUP HOLDI | $49.8M | 183.2K | 3.47% | — |
| 19 | N NBIS NEBIUS GROUP N.V. | $44.9M | 162.7K | 3.13% | — |
| 20 | A ASMLF ASML HLDG NV | $42.8M | 21.5K | 2.98% | — |
| 21 | S SNOW SNOWFLAKE INC | $34M | 133.8K | 2.37% | — |
| 22 | S SPOT SPOTIFY TECHNOLOGY S A | $32.4M | 70.6K | 2.26% | — |
| 23 | R RKLB ROCKET COS INC | $32M | 2.03M | 2.23% | — |
| 24 | F FWONB LIBERTY MEDIA CORP DEL | $29.8M | 313.0K | 2.07% | — |