Soma Equity Partners LP Portfolio Holdings by Sector
Soma Equity Partners LP
- $1.74 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
UBER CRM DDOG NCNO SHOP 5 stocks |
$547,929
31.52% of portfolio
|
  3  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
WIX VRNS MSFT 3 stocks |
$394,122
22.67% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META SNAP MTCH 3 stocks |
$260,228
14.97% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Electronic Gaming & Multimedia | Communication Services
TTWO RBLX 2 stocks |
$238,766
13.74% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$126,373
7.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
RIVN 1 stocks |
$88,525
5.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
ILMN 1 stocks |
$82,211
4.73% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|