SOMA EQUITY PARTNERS LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RIVN | 8.19M | $161.49M |
 | CFLT | 3.94M | $119.19M |
 | VRNS | 2.26M | $73.97M |
 | UBER | 1.98M | $161.65M |
 | RBLX | 1.88M | $152.33M |
 | Z | 1.79M | $121.98M |
 | IOT | 1.68M | $59.61M |
 | ESTC | 1.39M | $104.60M |
 | AMD | 520K | $111.44M |
 | DASH | 480K | $108.63M |
 | AMZN | 399K | $92.00M |
 | TSM | 386K | $117.34M |
 | NVDA | 309K | $57.64M |
 | TTWO | 228K | $58.28M |
 | SNPS | 217K | $101.96M |
 | META | 170K | $111.97M |
Rivian Automotive, Inc.
RIVN
Shares Held
8.19M
Value
$161.49M
Confluent, Inc.
CFLT
Shares Held
3.94M
Value
$119.19M
Varonis Systems, Inc.
VRNS
Shares Held
2.26M
Value
$73.97M
Uber Technologies, Inc.
UBER
Shares Held
1.98M
Value
$161.65M
Roblox Corporation
RBLX
Shares Held
1.88M
Value
$152.33M
Zillow Group, Inc. Class C
Z
Shares Held
1.79M
Value
$121.98M
Samsara Inc.
IOT
Shares Held
1.68M
Value
$59.61M
Elastic N.V.
ESTC
Shares Held
1.39M
Value
$104.60M
Advanced Micro Devices, Inc.
AMD
Shares Held
520K
Value
$111.44M
DoorDash, Inc.
DASH
Shares Held
480K
Value
$108.63M
Amazon.com, Inc.
AMZN
Shares Held
399K
Value
$92.00M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
386K
Value
$117.34M
NVIDIA Corporation
NVDA
Shares Held
309K
Value
$57.64M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
228K
Value
$58.28M
Synopsys, Inc.
SNPS
Shares Held
217K
Value
$101.96M
Meta Platforms, Inc.
META
Shares Held
170K
Value
$111.97M