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AI & tech investing

SOMA EQUITY PARTNERS LP

CIK 1680964

13F filing for Q2 2026・No. 2,059

Holdings
US$1.44B
Quarter change
+US$79.51M
Entries
24
Net bought (estimate)
−US$84.3M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 10
  • Sold out 6
  • Cut 13
  • Added 1
  • Corporate actions 0
  • Unchanged 0

Largest holdings

24 stocks worth US$1.44B, options and bonds left out.

StockThis quarterValueWeight
NVDANvidiaCOMCutUS$106.16M7.39%
AMZNAmazonCOMCutUS$105.66M7.36%
RIVNRIVIAN AUTOMOTIVE INCCOM CL ACutUS$94.92M6.61%
GOOGALPHABET INCCAP STK CL CAddedUS$91.33M6.36%
METAMetaCL ACutUS$74.95M5.22%
DASHDOORDASH INCCL ACutUS$71.61M4.99%
TSMTSMC ADRSPONSORED ADSCutUS$66.76M4.65%
AVGOBroadcomCOMNewUS$64.51M4.49%
UBERUBER TECHNOLOGIES INCCOMCutUS$60.55M4.22%
ANETARISTA NETWORKS INCCOM SHSNewUS$60.29M4.20%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.