92 is the total number of securities SOMA EQUITY PARTNERS LP has owned. The longest SOMA EQUITY PARTNERS LP has owned a single stock is 28 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
NFLX | NETFLIX INC COM STK | 28 | 28 | 3.30% | 9.67% | 14.42% | Q4 2016 | Q3 2023 | 28 |
PYPL | PYPL HLDGS INC | 21 | 21 | 3.47% | 6.96% | 11.26% | Q4 2016 | Q4 2021 | 21 |
COUP | COUPA SOFTWARE INC | 21 | 21 | 3.12% | 6.09% | 8.49% | Q1 2017 | Q1 2022 | 21 |
UBER | UBER TECHNOLOGIES INC | 16 | 1 | 4.13% | 8.44% | 11.71% | Q2 2019 | Q3 2023 | 17 |
NYT | NEW YORK TIMES CO | 15 | 15 | 2.48% | 8.30% | 12.11% | Q4 2017 | Q2 2021 | 15 |
AMZN | AMAZON COM INC | 15 | 15 | 2.60% | 5.39% | 7.53% | Q1 2020 | Q3 2023 | 15 |
WMG | WARNER MUSIC GROUP CORP | 14 | 14 | 1.83% | 3.80% | 5.77% | Q2 2020 | Q3 2023 | 14 |
ADSK | AUTODESK INC COM STK | 13 | 13 | 3.11% | 8.24% | 10.57% | Q4 2016 | Q4 2019 | 13 |
ATVI | ACTIVISION BLIZZARD INC | 13 | 13 | 4.03% | 7.52% | 10.66% | Q4 2018 | Q4 2021 | 13 |
YELP | YELP INC | 12 | 12 | 1.23% | 11.65% | 17.58% | Q4 2016 | Q3 2019 | 12 |
BABA | ALIBABA GROUP HLDG LTD | 12 | 12 | 4.98% | 6.61% | 8.28% | Q4 2018 | Q3 2021 | 12 |
SAIL | SAILPOINT TECHNOLOGIES... | 12 | 12 | 4.53% | 6.14% | 8.91% | Q2 2019 | Q1 2022 | 12 |
EA | ELECTRONIC ARTS INC | 11 | 1 | 1.52% | 6.08% | 9.68% | Q4 2017 | Q2 2021 | 12 |
VRNS | VARONIS SYS INC | 6 | 6 | 3.12% | 4.48% | 5.58% | Q1 2019 | Q3 2023 | 12 |
UBER | UBER TECHNOLOGIES INC | 11 | 11 | 1.08% | 4.41% | 8.46% | Q2 2020 | Q4 2022 | 11 |
DLB | DOLBY LABORATORIES INC | 10 | 10 | 2.33% | 5.16% | 7.57% | Q3 2020 | Q4 2022 | 10 |
RBLX | ROBLOX CORP | 9 | 1 | 0.90% | 3.90% | 5.09% | Q1 2021 | Q3 2023 | 10 |
BKNG | BOOKING HOLDINGS INC | 9 | 9 | 5.50% | 8.77% | 11.17% | Q3 2020 | Q3 2022 | 9 |
CSOD | CORNERSTONE ONDEMAND INC | 9 | 9 | 1.36% | 4.40% | 7.69% | Q4 2016 | Q4 2018 | 9 |
MTCH | MATCH GROUP INC NEW | 8 | 8 | 4.34% | 5.83% | 8.85% | Q4 2021 | Q3 2023 | 8 |
CTSH | COGNIZANT TECHNOLOGY S... | 7 | 7 | 2.50% | 5.37% | 8.56% | Q4 2016 | Q2 2018 | 7 |
DBX | DROPBOX INC | 7 | 7 | 3.50% | 5.30% | 7.13% | Q2 2019 | Q4 2020 | 7 |
FIVN | FIVE9 INC | 7 | 7 | 3.54% | 4.86% | 7.23% | Q3 2021 | Q1 2023 | 7 |
SNAP | SNAP INC | 7 | 7 | 3.82% | 4.80% | 5.97% | Q1 2022 | Q3 2023 | 7 |
AMPLITUDE INC | 7 | 7 | 0.47% | 1.82% | 2.79% | Q3 2021 | Q1 2023 | 7 | |
TTWO | TAKE-TWO INTERACTIVE S... | 6 | 6 | 3.89% | 6.08% | 8.18% | Q2 2022 | Q3 2023 | 6 |
WIX | WIX COM LTD | 6 | 6 | 1.29% | 5.72% | 7.22% | Q2 2022 | Q3 2023 | 6 |
TSLA | TESLA INC | 4 | 2 | 4.33% | 5.10% | 6.19% | Q1 2018 | Q4 2019 | 6 |
CRM | SALESFORCE INC | 6 | 6 | 3.65% | 4.51% | 5.73% | Q2 2022 | Q3 2023 | 6 |
DDOG | DATADOG INC | 6 | 6 | 2.27% | 3.56% | 5.31% | Q2 2022 | Q3 2023 | 6 |
PANW | PALO ALTO NETWORKS INC | 5 | 5 | 7.76% | 9.57% | 11.12% | Q4 2016 | Q4 2017 | 5 |
FB | META PLATFORMS INC | 4 | 1 | 3.41% | 6.58% | 9.07% | Q2 2022 | Q3 2023 | 5 |
CYBR | CYBERARK SOFTWARE LTD | 5 | 5 | 2.56% | 5.83% | 7.47% | Q3 2017 | Q3 2018 | 5 |
TME | TENCENT MUSIC ENTMT GROUP | 5 | 5 | 4.08% | 4.57% | 5.41% | Q2 2020 | Q2 2021 | 5 |
BIDU | BAIDU INC | 4 | 4 | 3.92% | 6.79% | 9.16% | Q4 2016 | Q3 2017 | 4 |
XLNX | XILINX INC | 4 | 4 | 4.30% | 6.41% | 7.67% | Q1 2020 | Q4 2020 | 4 |
CHTR | CHARTER COMMUNICATIONS... | 4 | 4 | 4.53% | 5.71% | 7.54% | Q2 2018 | Q1 2019 | 4 |
OKTA | OKTA INC | 2 | 2 | 2.50% | 4.87% | 6.12% | Q1 2022 | Q1 2023 | 4 |
Z | ZILLOW GROUP INC | 4 | 4 | 0.63% | 4.47% | 7.11% | Q4 2020 | Q3 2021 | 4 |
ATLASSIAN CORPORATION | 4 | 4 | 2.84% | 4.17% | 5.17% | Q4 2022 | Q3 2023 | 4 | |
CRWD | CROWDSTRIKE HLDGS INC | 4 | 4 | 2.90% | 4.10% | 4.84% | Q4 2022 | Q3 2023 | 4 |
NETFLIX INC | 2 | 2 | 2.84% | 3.05% | 3.26% | Q4 2018 | Q4 2019 | 4 | |
ELECTRONIC ARTS INC | 4 | 4 | 1.92% | 2.82% | 3.54% | Q4 2018 | Q3 2019 | 4 | |
YELP US 01/19/18 C32 E... | 3 | 1 | 0.34% | 2.00% | 3.55% | Q4 2016 | Q2 2018 | 4 | |
BABA | ALIBABA GROUP HLDG LTD | 4 | 4 | 1.00% | 1.51% | 2.39% | Q4 2020 | Q3 2021 | 4 |
AMT | AMERICAN TOWER CORP NEW | 3 | 3 | 4.97% | 7.68% | 9.86% | Q1 2018 | Q3 2018 | 3 |
NXPI | NXP SEMICONDUCTORS N V | 3 | 3 | 3.08% | 5.31% | 6.59% | Q3 2018 | Q1 2019 | 3 |
MSFT | MICROSOFT CORP | 3 | 3 | 3.63% | 5.20% | 6.01% | Q1 2023 | Q3 2023 | 3 |
WYNN | WYNN RESORTS LTD | 3 | 3 | 4.52% | 4.80% | 5.10% | Q4 2020 | Q2 2021 | 3 |
ZM | ZOOM VIDEO COMMUNICATI... | 3 | 3 | 3.87% | 4.72% | 5.72% | Q1 2021 | Q3 2021 | 3 |
TTWO | TAKE-TWO INTERACTIVE S... | 3 | 3 | 3.24% | 4.11% | 4.59% | Q2 2022 | Q4 2022 | 3 |
MSTR | MICROSTRATEGY INC COM STK | 3 | 3 | 2.26% | 3.30% | 4.37% | Q4 2016 | Q2 2017 | 3 |
AMD | ADVANCED MICRO DEVICES... | 2 | 1 | 2.77% | 3.10% | 3.71% | Q2 2022 | Q2 2023 | 3 |
TRIP | TRIPADVISOR INC | 3 | 3 | 2.20% | 2.41% | 2.60% | Q2 2020 | Q4 2020 | 3 |
TRIP | TRIPADVISOR INC | 2 | 1 | 0.63% | 2.07% | 3.48% | Q1 2018 | Q4 2020 | 3 |
PALO ALTO NETWORKS INC | 3 | 3 | 1.52% | 1.80% | 1.97% | Q1 2017 | Q3 2017 | 3 | |
NEW YORK TIMES CO | 3 | 3 | 1.49% | 1.59% | 1.65% | Q1 2018 | Q3 2018 | 3 | |
Z | ZILLOW GROUP INC | 3 | 3 | 1.18% | 1.30% | 1.42% | Q1 2021 | Q3 2021 | 3 |
ZEN | ZENDESK INC | 2 | 2 | 6.00% | 6.79% | 7.58% | Q4 2021 | Q1 2022 | 2 |
AKAM | AKAMAI TECHNOLOGIES INC | 2 | 2 | 6.42% | 6.77% | 7.11% | Q2 2017 | Q3 2017 | 2 |
GIMO | GIGAMON INC | 2 | 2 | 4.60% | 5.09% | 5.59% | Q1 2017 | Q2 2017 | 2 |
SBAC | SBA COMMUNICATIONS COR... | 2 | 2 | 3.87% | 5.09% | 6.31% | Q1 2017 | Q2 2017 | 2 |
ANET | ARISTA NETWORKS INC | 2 | 2 | 4.55% | 4.78% | 5.02% | Q4 2019 | Q1 2020 | 2 |
UBER TECHNOLOGIES INC | 2 | 2 | 1.84% | 4.05% | 6.27% | Q4 2019 | Q1 2020 | 2 | |
FTCH | FARFETCH LTD | 2 | 2 | 1.46% | 2.85% | 4.25% | Q1 2021 | Q2 2021 | 2 |
TRIPADVISOR INC | 1 | 1 | 1.46% | 2.83% | 4.19% | Q1 2018 | Q1 2020 | 2 | |
AUTODESK INC | 2 | 2 | 2.58% | 2.67% | 2.76% | Q4 2017 | Q1 2018 | 2 | |
TESLA INC | 2 | 2 | 1.70% | 2.53% | 3.35% | Q2 2019 | Q3 2019 | 2 | |
SNOW | SNOWFLAKE INC | 1 | 1 | 1.47% | 2.52% | 3.56% | Q2 2022 | Q3 2023 | 2 |
RBLX | ROBLOX CORP | 1 | 1 | 0.84% | 2.16% | 3.48% | Q2 2022 | Q3 2023 | 2 |
MTCH | MATCH GROUP INC NEW | 2 | 2 | 1.93% | 2.10% | 2.27% | Q1 2023 | Q2 2023 | 2 |
FIVN | FIVE9 INC | 2 | 2 | 1.83% | 1.96% | 2.08% | Q4 2021 | Q1 2022 | 2 |
RIVIAN AUTOMOTIVE INC | 2 | 2 | 1.36% | 1.74% | 2.12% | Q2 2023 | Q3 2023 | 2 | |
ACTIVISION BLIZZARD INC | 2 | 2 | 0.88% | 0.94% | 0.99% | Q1 2019 | Q2 2019 | 2 | |
SBAC | SBA COMMUNICATIONS CORP | 1 | 1 | 9.58% | 9.58% | 9.58% | Q4 2016 | Q4 2016 | 1 |
MELI | MERCADOLIBRE INC | 1 | 1 | 7.45% | 7.45% | 7.45% | Q4 2017 | Q4 2017 | 1 |
SCOR | COMSCORE INC | 1 | 1 | 6.12% | 6.12% | 6.12% | Q4 2016 | Q4 2016 | 1 |
CHARTER COMMUNICATIONS... | 1 | 1 | 4.63% | 4.63% | 4.63% | Q2 2018 | Q2 2018 | 1 | |
WDAY | WORKDAY INC | 1 | 1 | 3.83% | 3.83% | 3.83% | Q4 2016 | Q4 2016 | 1 |
DIS | DISNEY WALT CO | 1 | 1 | 3.40% | 3.40% | 3.40% | Q3 2022 | Q3 2022 | 1 |
DIS | DISNEY WALT CO | 1 | 1 | 2.92% | 2.92% | 2.92% | Q3 2022 | Q3 2022 | 1 |
AYX | ALTERYX INC | 1 | 1 | 2.20% | 2.20% | 2.20% | Q3 2023 | Q3 2023 | 1 |
AYX | ALTERYX INC | 1 | 1 | 2.20% | 2.20% | 2.20% | Q3 2023 | Q3 2023 | 1 |
AKAMAI TECHNOLOGIES INC | 1 | 1 | 2.06% | 2.06% | 2.06% | Q3 2017 | Q3 2017 | 1 | |
SAMSARA INC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q4 2021 | Q4 2021 | 1 | |
CYBER ARK SOFTWARE LTD | 1 | 1 | 1.30% | 1.30% | 1.30% | Q3 2017 | Q3 2017 | 1 | |
NFLX | NETFLIX INC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q1 2022 | Q1 2022 | 1 |
PYPL | PAYPAL HLDGS INC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2021 | Q4 2021 | 1 |
SWI | SOLARWINDS CORP | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2018 | Q4 2018 | 1 |
PING | PING IDENTITY HLDG CORP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2019 | Q3 2019 | 1 |
SVMK | SVMK INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2018 | Q3 2018 | 1 |
LYFT | LYFT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Download |
The securities at the top of the list , including NETFLIX INC COM STK, PYPL HLDGS INC, and COUPA SOFTWARE INC, are the highest-conviction holdings of SOMA EQUITY PARTNERS LP.
The conviction is calculated by counting the number of quarters a security has been reported by SOMA EQUITY PARTNERS LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that SOMA EQUITY PARTNERS LP owns currently or has owned in the past.