Soma Equity Partners LP holds a focused book of 20 stocks worth $1.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Spotify Technology Sa and trimmed Uber Technologies Inc. Their largest long position is Uber Technologies Inc at 8% of the equity book.
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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.
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, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Uber Technologies Inc COM | $113.0M | 1.57M | 8.3% | ▼−21% Reduced · −408K sh | |
| 2 | Amazon Com Inc COM | $99.1M | 475.8K | 7.3% | ▲+19% Added · +77K sh | |
| 3 | Nvidia Corporation COM | $98.5M | 564.6K | 7.3% | ▲+83% Added · +256K sh | |
| 4 | Meta Platforms Inc CL A | $97.5M | 170.4K | 7.2% | ▲+0.5% Added · +775 sh | |
| 5 | Roblox Corp CL A | $91.1M | 1.61M | 6.7% | ▼−14% Reduced · −270K sh | |
| 6 | Rivian Automotive Inc COM CL A | $86.0M | 5.71M | 6.3% | ▼−30% Reduced · −2.5M sh | |
| 7 | Spotify Technology S A SHS | $82.1M | 169.3K | 6.1% | ▲New New position | |
| 8 | Advanced Micro Devices Inc COM | $79.1M | 388.7K | 5.8% | ▼−25% Reduced · −132K sh | |
| 9 | Palo Alto Networks Inc COM | $74.2M | 463.1K | 5.5% | ▲New New position | |
| 10 | Doordash Inc CL A | $68.0M | 452.6K | 5.0% | ▼−5.6% Reduced · −27K sh | |
| 11 | Liberty Media Corp Del COM LBTY ONE S C | $59.6M | 701.6K | 4.4% | ▲New New position | |
| 12 | Synopsys Inc COM | $57.8M | 145.7K | 4.3% | ▼−33% Reduced · −71K sh | |
| 13 | Guidewire Software Inc COM | $57.6M | 385.4K | 4.3% | ▲New New position | |
| 14 | Mercadolibre Inc COM | $53.8M | 31.1K | 4.0% | ▲New New position | |
| 15 | Taiwan Semiconductor Manufac SPONSORED ADS | $51.1M | 151.3K | 3.8% | ▼−61% Reduced · −235K sh | |
| 16 | Alphabet Inc CAP STK CL C | $45.6M | 158.9K | 3.4% | ▲New New position | |
| 17 | Rocket Cos Inc COM CL A | $45.0M | 3.16M | 3.3% | ▲New New position | |
| 18 | Bloom Energy Corp COM CL A | $37.5M | 276.6K | 2.8% | ▲New New position | |
| 19 | Intuit COM | $30.3M | 70.2K | 2.2% | ▲New New position | |
| 20 | ASML Hldg NV N Y REGISTRY SHS | $29.3M | 22.1K | 2.2% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.