Soma Equity Partners LP Portfolio Holdings by Sector

Soma Equity Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology WIX VRNS OKTA IOT CFLT 5 stocks	$459,074 23.05% of portfolio	1	3	1	-	0 Calls 0 Puts
Software—Application \| Technology UBER ESTC SHOP DDOG 4 stocks	$416,813 20.92% of portfolio	1	2	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX TTWO 2 stocks	$340,140 17.08% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META Z 2 stocks	$244,551 12.28% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CVNA 2 stocks	$205,818 10.33% of portfolio	2	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology TSM AMD 2 stocks	$190,489 9.56% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical RIVN 1 stocks	$135,125 6.78% of portfolio	1	-	-	-	0 Calls 0 Puts

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