Soma Equity Partners LP holds a focused book of 24 stocks worth $1.4B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Broadcom Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 7% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Soma Equity Partners LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 5 / 24 | $4.4B |
| Graticule Asia Macro Advisors LLC | 4 / 24 | $1.3B |
| Altimeter Capital Management, LP | 7 / 24 | $4.5B |
| Elemental Capital Partners LLC | 3 / 24 | $375.9M |
| Noked Israel Ltd | 3 / 24 | $758.5M |
| Palidye Holdings (Caymans) Ltd | 3 / 24 | $421.7M |
| Ketron Financial | 9 / 24 | $214.8M |
| Hoey Investments, Inc | 16 / 24 | $494.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Soma Equity Partners LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $106.2M | 530.5K | 7.4% | ▼−6.0% Reduced · −34K sh | |
| 2 | Amazon Com Inc COM | $105.7M | 443.3K | 7.4% | ▼−6.8% Reduced · −32K sh | |
| 3 | Rivian Automotive Inc COM CL A | $94.9M | 5.47M | 6.6% | ▼−4.2% Reduced · −240K sh | |
| 4 | Alphabet Inc CAP STK CL C | $91.3M | 258.5K | 6.4% | ▲+63% Added · +100K sh | |
| 5 | Meta Platforms Inc CL A | $74.9M | 133.1K | 5.2% | ▼−22% Reduced · −37K sh | |
| 6 | Doordash Inc CL A | $71.6M | 388.0K | 5.0% | ▼−14% Reduced · −65K sh | |
| 7 | Taiwan Semiconductor Manufac SPONSORED ADS | $66.8M | 139.8K | 4.7% | ▼−7.6% Reduced · −11K sh | |
| 8 | Broadcom Inc COM | $64.5M | 170.8K | 4.5% | ▲New New position | |
| 9 | Uber Technologies Inc COM | $60.5M | 839.1K | 4.2% | ▼−47% Reduced · −732K sh | |
| 10 | Arista Networks Inc COM SHS | $60.3M | 354.9K | 4.2% | ▲New New position | |
| 11 | Iren Limited ORDINARY SHARES | $57.3M | 1.25M | 4.0% | ▲New New position | |
| 12 | Synopsys Inc COM | $55.2M | 123.8K | 3.8% | ▼−15% Reduced · −22K sh | |
| 13 | Mongodb Inc CL A | $53.4M | 159.0K | 3.7% | ▲New New position | |
| 14 | Lumentum Hldgs Inc COM | $53.2M | 62.0K | 3.7% | ▲New New position | |
| 15 | Bloom Energy Corp COM CL A | $53.1M | 175.4K | 3.7% | ▼−37% Reduced · −101K sh | |
| 16 | Celestica Inc COM | $50.7M | 139.0K | 3.5% | ▲New New position | |
| 17 | Visa Inc COM CL A | $50.1M | 146.0K | 3.5% | ▲New New position | |
| 18 | Credo Technology Group Holdi ORDINARY SHARES | $49.8M | 183.2K | 3.5% | ▲New New position | |
| 19 | Nebius Group N.V. SHS CLASS A | $44.9M | 162.7K | 3.1% | ▲New New position | |
| 20 | ASML Hldg NV N Y REGISTRY SHS | $42.8M | 21.5K | 3.0% | ▼−2.8% Reduced · −617 sh | |
| 21 | Snowflake Inc COM SHS | $34.0M | 133.8K | 2.4% | ▲New New position | |
| 22 | Spotify Technology S A SHS | $32.4M | 70.6K | 2.3% | ▼−58% Reduced · −99K sh | |
| 23 | Rocket Cos Inc COM CL A | $32.0M | 2.03M | 2.2% | ▼−36% Reduced · −1.1M sh | |
| 24 | Liberty Media Corp Del COM LBTY ONE S C | $29.8M | 313.0K | 2.1% | ▼−55% Reduced · −389K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1680964/holdings"
Use Arkolith to show SOMA EQUITY PARTNERS LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.