
SOMA EQUITY PARTNERS LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | RIVN | 9.20M | $135.13M |
![]() | UBER | 2.19M | $214.30M |
![]() | CFLT | 2.17M | $42.91M |
![]() | VRNS | 2.15M | $123.71M |
![]() | RBLX | 1.69M | $234.78M |
![]() | Z | 1.47M | $113.15M |
![]() | IOT | 1.41M | $52.67M |
![]() | ESTC | 1.32M | $111.88M |
![]() | OKTA | 983K | $90.11M |
![]() | WIX | 843K | $149.67M |
![]() | AMZN | 632K | $138.75M |
![]() | AMD | 578K | $93.48M |
![]() | TTWO | 408K | $105.36M |
![]() | TSM | 347K | $97.01M |
![]() | DDOG | 317K | $45.20M |
![]() | SHOP | 306K | $45.43M |
![]() | META | 179K | $131.40M |
![]() | CVNA | 178K | $67.07M |

Rivian Automotive, Inc.
RIVN
Shares Held
9.20M
Value
$135.13M

Uber Technologies, Inc.
UBER
Shares Held
2.19M
Value
$214.30M

Confluent, Inc.
CFLT
Shares Held
2.17M
Value
$42.91M

Varonis Systems, Inc.
VRNS
Shares Held
2.15M
Value
$123.71M

Roblox Corporation
RBLX
Shares Held
1.69M
Value
$234.78M

Zillow Group, Inc. Class C
Z
Shares Held
1.47M
Value
$113.15M

Samsara Inc.
IOT
Shares Held
1.41M
Value
$52.67M

Elastic N.V.
ESTC
Shares Held
1.32M
Value
$111.88M

Okta, Inc.
OKTA
Shares Held
983K
Value
$90.11M

Wix.com Ltd.
WIX
Shares Held
843K
Value
$149.67M

Amazon.com, Inc.
AMZN
Shares Held
632K
Value
$138.75M

Advanced Micro Devices, Inc.
AMD
Shares Held
578K
Value
$93.48M

Take-Two Interactive Software, Inc.
TTWO
Shares Held
408K
Value
$105.36M

Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
347K
Value
$97.01M

Datadog, Inc.
DDOG
Shares Held
317K
Value
$45.20M

Shopify Inc.
SHOP
Shares Held
306K
Value
$45.43M

Meta Platforms, Inc.
META
Shares Held
179K
Value
$131.40M

Carvana Co.
CVNA
Shares Held
178K
Value
$67.07M
