§ 13F · FUND PROFILE
SOMA EQUITY PARTNERS LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.0B (13F)Positions · 18Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$515M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | UBER | UBER TECHNOLOGIES INC | 1.57M | $113M | 8.3% | −21% |
| 2 | AMZN | AMAZON COM INC | 476K | $99M | 7.3% | +19% |
| 3 | NVDA | NVIDIA CORPORATION | 565K | $98M | 7.3% | +83% |
| 4 | META | META PLATFORMS INC | 170K | $97M | 7.2% | ±0% |
| 5 | RBLX | ROBLOX CORP | 1.61M | $91M | 6.7% | −14% |
| 6 | RIVN | RIVIAN AUTOMOTIVE INC | 5.71M | $86M | 6.3% | −30% |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | 169K | $82M | 6.1% | NEW |
| 8 | AMD | ADVANCED MICRO DEVICES INC | 389K | $79M | 5.8% | −25% |
| 9 | PANW | PALO ALTO NETWORKS INC | 463K | $74M | 5.5% | NEW |
| 10 | DASH | DOORDASH INC | 453K | $68M | 5.0% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOMA SIGNAL
AC read
SOMA EQUITY PARTNERS LP is a Other fund managing $2.0 billion in assets. The fund runs a focused portfolio of just 18 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed