SOMA EQUITY PARTNERS LP

Fundamental concentrated ★Highest signal CIK 1680964
League rank
#171
in Fundamental concentrated · #275 overall
Long book
$1.36B
Q1 2026
Positions
20
Top-10 weight
66%
concentration
Last quarter
+26.4%
SPY +14.8%
Turnover
62%
of book per quarter

Strategy in plain words

auto-generated from filings

SOMA EQUITY PARTNERS LP is a concentrated fundamental stock-picker, running a $1.36B US long book across 20 positions.

The portfolio is concentrated: the top 10 names carry 66% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: UBER TECHNOLOGIES INC, AMAZON.COM INC, NVIDIA CORP, META PLATFORMS INC-CLASS A, ROBLOX CORP -CLASS A.

Over the last 9 quarters its long book ran on average 1pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+0.8%
Q2 2024
+3.9%
Q3 2024
+9.8%
Q4 2024
-10.6%
Q1 2025
+20.7%
Q2 2025
+9.2%
Q3 2025
-9.9%
Q4 2025
-19.1%
Q1 2026
+26.4%

Sector allocation

Technology
48%
Services media
18%
Industrials
12%
Communications
11%
Consumer discretionary
8%
Financials
3%

Long book by quarter

$1.71B
Q1 2024
$1.74B
Q2 2024
$1.71B
Q3 2024
$1.81B
Q4 2024
$1.66B
Q1 2025
$1.80B
Q2 2025
$1.99B
Q3 2025
$1.71B
Q4 2025
$1.36B
Q1 2026

What does SOMA EQUITY own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
UBER UBER TECHNOLOGIES INCServices media1.6M$113.0M8.3%-20.6%
AMZN AMAZON.COM INCConsumer discretionary475.8K$99.1M7.3%+19.4%
NVDA NVIDIA CORPTechnology564.6K$98.5M7.3%+82.7%
META META PLATFORMS INC-CLASS ATechnology170.4K$97.5M7.2%+0.5%
RBLX ROBLOX CORP -CLASS ATechnology1.6M$91.1M6.7%-14.3%
RIVN RIVIAN AUTOMOTIVE INC-AIndustrials5.7M$86.0M6.3%-30.3%
SPOT SPOTIFY TECHNOLOGY SACommunications169.3K$82.1M6.1%New
AMD ADVANCED MICRO DEVICESTechnology388.7K$79.1M5.8%-25.3%
PANW PALO ALTO NETWORKS INCTechnology463.1K$74.2M5.5%New
DASH DOORDASH INC - AServices media452.6K$68.0M5.0%-5.6%
FWONK LIBERTY MEDIA CORP-FORMULA-CCommunications701.6K$59.6M4.4%New
SNPS SYNOPSYS INCTechnology145.7K$57.8M4.3%-32.9%
GWRE GUIDEWIRE SOFTWARE INCTechnology385.4K$57.6M4.3%New
MELI MERCADOLIBRE INCServices media31.1K$53.8M4.0%New
GOOG ALPHABET INC-CL CTechnology158.9K$45.6M3.4%New
RKT ROCKET COS INC-CLASS AFinancials3.2M$45.0M3.3%New
BE BLOOM ENERGY CORP- AIndustrials276.6K$37.5M2.8%New
INTU INTUIT INCTechnology70.2K$30.3M2.2%New
ASML ASML HOLDING NV-NY REG SHSIndustrials22.1K$29.3M2.2%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202620$1.36B canonicalSEC ↗
Q4 202513F-HRFeb 17, 202618$1.82B canonicalSEC ↗
Q3 202513F-HRNov 14, 202518$1.99B canonicalSEC ↗
Q2 202513F-HRAug 14, 202515$2.02B canonicalSEC ↗
Q1 202513F-HRMay 15, 202518$1.71B canonicalSEC ↗
Q4 202413F-HRFeb 14, 202517$1.81B canonicalSEC ↗
Q3 202413F-HRNov 14, 202419$1.74B canonicalSEC ↗
Q2 202413F-HRAug 14, 202416$1.74B canonicalSEC ↗
Q1 202413F-HRMay 14, 202417$1.71B canonicalSEC ↗