Soma Equity Partners LP Portfolio Holdings by Sector

Soma Equity Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology CRM UBER SHOP DDOG ESTC NCNO 6 stocks	$628,692 34.73% of portfolio	2	4	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WIX CFLT VRNS MSFT 4 stocks	$461,554 25.5% of portfolio	-	4	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX TTWO 2 stocks	$310,132 17.13% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$121,341 6.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical RIVN 1 stocks	$112,865 6.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ILMN 1 stocks	$98,671 5.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$47,233 2.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AMD 1 stocks	$29,688 1.64% of portfolio	-	1	-	-	0 Calls 0 Puts

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