account_balance
Investment manager · 13F filer · SEC CIK 1680964
Soma Equity Partners LP
Reported value$1.44Bas of Jun 30, 2026
Positions24 10 new, 6 sold out
Top 10 weight55.5%NVDA alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
7.4%Trimmed −6%
AMZNAmazon.com Inc
7.4%Trimmed −7%
RIVNRivian Automotive, Inc.
6.6%Trimmed −4%
GOOGAlphabet Inc.
6.4%Added +63%
METAMeta Platforms, Inc.
5.2%Trimmed −22%
DASHDoorDash, Inc.
5.0%Trimmed −14%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.7%Trimmed −8%
AVGOBroadcom Inc.
4.5%New
UBERUber Technologies, Inc
4.2%Trimmed −47%
ANETArista Networks, Inc.
4.2%New
IRENIREN Ltd
4.0%New
SNPSSynopsys Inc
3.8%Trimmed −15%
NVDANVIDIA Corp
7.4%−6%
AMZNAmazon.com Inc
7.4%−7%
RIVNRivian Automotive, Inc.
6.6%
GOOGAlphabet Inc.
6.4%+63%
METAMeta Platforms, Inc.
5.2%−22%
DASHDoorDash, Inc.
5.0%−14%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.7%
AVGOBroadcom Inc.
4.5%
UBERUber Technologies, Inc
4.2%
ANETArista Networks, Inc.
4.2%
IRENIREN Ltd
4.0%
SNPSSynopsys Inc
3.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 7.4% Trimmed −6%AMZN Amazon.com Inc 7.4% Trimmed −7%RIVN Rivian Automotive, Inc. 6.6% Trimmed −4%GOOG Alphabet Inc. 6.4% Added +63%META Meta Platforms, Inc. 5.2% Trimmed −22%DASH DoorDash, Inc. 5.0% Trimmed −14%TSM Taiwan Semiconductor Manufacturing Co Ltd 4.7% Trimmed −8%AVGO Broadcom Inc. 4.5% NewUBER Uber Technologies, Inc 4.2% Trimmed −47%ANET Arista Networks, Inc. 4.2% NewIREN IREN Ltd 4.0% NewSNPS Synopsys Inc 3.8% Trimmed −15%
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.