SOMA EQUITY PARTNERS LP
San Francisco CA · SEC CIK 0001680964
$14.36亿2026Q2 申报市值
24持仓数
55.5%前十大占比 · 第一大 7.4%
10 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AVGO 新建仓+$6,450.53万
ANET 新建仓+$6,028.91万
IREN 新建仓+$5,732.05万
MDB 新建仓+$5,339.47万
LITE 新建仓+$5,321.26万
2026Q2 卖出最多 按季末市值估算
RBLX 清仓-$9,107.95万
AMD 清仓-$7,907.63万
PANW 清仓-$7,424.88万
GWRE 清仓-$5,763.43万
MELI 清仓-$5,378.81万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1.06亿 | 7.39% | 530,546 | -34,062 | -6.0% | -$681.55万 | 减仓 |
| AMZN | AMAZON COM INC | $1.06亿 | 7.36% | 443,315 | -32,457 | -6.8% | -$773.58万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $9,492.32万 | 6.61% | 5,471,078 | -240,110 | -4.2% | -$416.59万 | 减仓 |
| GOOG | ALPHABET INC | $9,133.47万 | 6.36% | 258,497 | 99,611 | 62.7% | $3,519.56万 | 加仓 |
| META | META PLATFORMS INC | $7,494.91万 | 5.22% | 133,056 | -37,350 | -21.9% | -$2,103.89万 | 减仓 |
| DASH | DOORDASH INC | $7,160.67万 | 4.99% | 388,049 | -64,595 | -14.3% | -$1,191.97万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6,675.90万 | 4.65% | 139,789 | -11,475 | -7.6% | -$548.01万 | 减仓 |
| AVGO | BROADCOM INC | $6,450.53万 | 4.49% | 170,762 | 170,762 | — | $6,450.53万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $6,055.00万 | 4.22% | 839,107 | -731,623 | -46.6% | -$5,279.39万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $6,028.91万 | 4.20% | 354,892 | 354,892 | — | $6,028.91万 | 新建仓 |
| IREN | IREN LIMITED | $5,732.05万 | 3.99% | 1,253,454 | 1,253,454 | — | $5,732.05万 | 新建仓 |
| SNPS | SYNOPSYS INC | $5,520.12万 | 3.85% | 123,750 | -21,950 | -15.1% | -$979.12万 | 减仓 |
| MDB | MONGODB INC | $5,339.47万 | 3.72% | 158,960 | 158,960 | — | $5,339.47万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $5,321.26万 | 3.71% | 62,015 | 62,015 | — | $5,321.26万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $5,310.45万 | 3.70% | 175,436 | -101,157 | -36.6% | -$3,062.02万 | 减仓 |
| CLS | CELESTICA INC | $5,070.14万 | 3.53% | 138,984 | 138,984 | — | $5,070.14万 | 新建仓 |
| V | VISA INC | $5,007.57万 | 3.49% | 145,955 | 145,955 | — | $5,007.57万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $4,982.75万 | 3.47% | 183,223 | 183,223 | — | $4,982.75万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $4,492.87万 | 3.13% | 162,685 | 162,685 | — | $4,492.87万 | 新建仓 |
| ASML | ASML HLDG NV | $4,283.66万 | 2.98% | 21,532 | -617 | -2.8% | -$122.75万 | 减仓 |
| SNOW | SNOWFLAKE INC | $3,404.60万 | 2.37% | 133,776 | 133,776 | — | $3,404.60万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,242.84万 | 2.26% | 70,630 | -98,653 | -58.3% | -$4,529.46万 | 减仓 |
| RKT | ROCKET COS INC | $3,199.73万 | 2.23% | 2,031,575 | -1,128,367 | -35.7% | -$1,777.18万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $2,978.07万 | 2.07% | 313,020 | -388,544 | -55.4% | -$3,696.61万 | 减仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -1,610,316 | -100.0% | -$9,107.95万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -388,715 | -100.0% | -$7,907.63万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -463,129 | -100.0% | -$7,424.88万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -385,359 | -100.0% | -$5,763.43万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -31,109 | -100.0% | -$5,378.81万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -70,180 | -100.0% | -$3,034.44万 | 清仓 |