SOMA EQUITY PARTNERS LP 13F Holdings

CIK 0001680964 · SAN FRANCISCO, CA

As of Sep 30, 2025, SOMA EQUITY PARTNERS LP reported 18 positions worth $2.0B in its SEC Form 13F filing.

Top 18 holdings

SecurityTickerSectorSharesValue% of portfolio
ROBLOX CORPRBLXCommunication Services1,694,928$234.8M11.79%
UBER TECHNOLOGIES INCUBERTechnology2,187,425$214.3M10.76%
WIXCOM LTDWIXTechnology842,614 49.7M7.51%
AMAZON.COM INCAMZNEquity631,922 38.8M6.97%
RIVIAN AUTOMOTIVE INCRIVNConsumer Cyclical9,204,745 35.1M6.78%
META PLATFORMS INCMETACommunication Services178,933 31.4M6.60%
VARONIS SYSTEMS INCVRNSTechnology2,152,619 23.7M6.21%
ZILLOW GROUP INCZCommunication Services1,468,492 13.1M5.68%
ELASTIC NVESTCTechnology1,324,134 11.9M5.62%
TAKE TWO INTERACTIVE SOFTWARE INCTTWOCommunication Services407,802 05.4M5.29%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology347,333$97.0M4.87%
ADVANCED MICRO DEVICES INCAMDEquity577,805$93.5M4.69%
OKTA INCOKTATechnology982,709$90.1M4.52%
CARVANA COCVNAConsumer Cyclical177,786$67.1M3.37%
SAMSARA INCIOTEquity1,414,008$52.7M2.64%
SHOPIFY INCSHOPTechnology305,710$45.4M2.28%
DATADOG INCDDOGTechnology317,447$45.2M2.27%
CONFLUENT INCCFLTTechnology2,166,943$42.9M2.15%