13F Portfolios

SOMA EQUITY PARTNERS LP: NVIDIA CORPORATION (NVDA): Quarterly 13F Position History

As of Q2 2026, SOMA EQUITY PARTNERS LP reported 530,546 shares of NVIDIA CORPORATION (NVDA), worth $106.2M and representing 7.4% of its 13F equity book. Quarter-over-quarter share count change: 34,062 (-6.0%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 530,546 34,062 -6.0% $106.2M 7.4% $200.1
Q1 2026 564,608 +255,521 +82.7% $98.5M 7.3% $174.4
Q4 2025 309,087 $57.6M 3.4% $186.5

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did SOMA EQUITY PARTNERS LP first disclose a NVDA position in 13F-HR filings?

SOMA EQUITY PARTNERS LP first reported NVIDIA CORPORATION (NVDA) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.

What was SOMA EQUITY PARTNERS LP's most recent quarter-over-quarter share-count change in NVDA?

Between Q1 2026 and Q2 2026, SOMA EQUITY PARTNERS LP reduced its NVDA position by 34,062 shares (-6.0%), leaving 530,546 shares at a market value of $106.2M.

Does the implied price-per-share represent SOMA EQUITY PARTNERS LP's cost basis in NVDA?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.