Soma Equity Partners LP Portfolio Holdings by Sector

Soma Equity Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology UBER CRM SHOP NCNO DDOG ESTC 6 stocks	$564,640 32.42% of portfolio	2	4	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WIX VRNS CFLT MSFT 4 stocks	$434,489 24.94% of portfolio	1	3	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX TTWO TTWO 3 stocks	$286,325 16.44% of portfolio	2	1	1	-	1 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$115,669 6.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services MTCH META 2 stocks	$112,264 6.45% of portfolio	-	2	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ILMN 1 stocks	$107,156 6.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical RIVN 1 stocks	$79,418 4.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AMD 1 stocks	$41,902 2.41% of portfolio	1	-	1	-	0 Calls 0 Puts

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