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SoMa Equity Partners, LP
Gil Simon · Hedge Fund · Long/Short Equity
SoMa Equity Partners, LP is a San Francisco-based investment management firm founded in 2016 by Gil Simon. The firm specializes in the technology, media, and telecommunications (TMT) sectors, managing a concentrated portfolio primarily composed of publicly traded equity securities. SoMa aims to generate superior absolute returns by leveraging the team's deep sector expertise and maintaining a longer-term investment horizon than the broader market. The institution is known for its rigorous fundamental research and its focus on identifying non-consensus opportunities that are often mispriced or misunderstood by other investors.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -0.7% |
| YTD return | +0.4% |
| Sharpe ratio | -2.57 |
| Win rate | 41% |
| AUM | $1.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.somaequity.com/ |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AMZN | Amazon.com Inc | 8.9% | +11.6% |
| NVDA | NVIDIA Corporation | 8.9% | +13.7% |
| DASH | DoorDash, Inc. Class A Common Stock | 7.0% | +16.1% |
| GOOGL | Alphabet Inc Class A | 6.8% | -6.1% |
| RIVN | Rivian Automotive Inc | 6.5% | +5.2% |
| META | Meta Platforms Inc. | 5.8% | -11.5% |
| MDB | MongoDB | 5.4% | -17.6% |
| ANET | Arista Networks | 5.3% | -1.2% |
| UBER | Uber Technologies Inc | 5.0% | -18.2% |
| AVGO | Broadcom Inc | 4.8% | -2.8% |
| TSM | Taiwan Semiconductor Manufacturing | 4.5% | +35.4% |
| LITE | Lumentum Holdings Inc | 4.3% | -3.0% |
| V | Visa Inc. Class A | 4.2% | -1.8% |
| SNPS | Synopsys Inc | 4.2% | -10.4% |
| IREN | IREN Ltd | 3.4% | +27.6% |
| SNOW | Snowflake Inc. | 3.3% | +2.3% |
| CRDO | Credo Technology Group Holding Ltd | 3.2% | -26.8% |
| SPOT | Spotify Technology SA | 3.0% | +2.8% |
| BE | Bloom Energy Corp | 2.8% | -17.4% |
| ASML | ASML Holding NV ADR | 2.8% | +3.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | GOOGL | 3.7% → 6.8% |
| Aug 31, 2026 | BUY | V | 0.0% → 4.2% |
| Aug 31, 2026 | BUY | MDB | 0.0% → 5.4% |
| Aug 31, 2026 | SELL | PANW | 7.3% → 0.0% |
| Aug 31, 2026 | SELL | UBER | 7.0% → 5.0% |
Investment Style Analysis
SoMa Equity Partners, LP is widely recognized for employing a Long/Short Equity strategy. As of Sep 4, 2026, the firm oversees approximately $1.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Retail sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, SoMa Equity Partners, LP made a significant move by increasing exposure to GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
SoMa Equity Partners employs a concentrated, non-consensus investment strategy centered on the technology, media, and telecommunications sectors. The firm’s philosophy focuses on identifying mispriced long and short positions through deep fundamental analysis, specifically seeking opportunities where a significant gap exists between a company's intrinsic value and its market perception. By adhering to a longer-term investment horizon, SoMa seeks to capitalize on the shorter investment cycles of many market participants. The strategy involves active management of a short portfolio alongside core holdings to reduce volatility and enhance absolute returns, maintaining flexibility to invest across various financial instruments and sub-sectors as opportunities arise.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with SoMa Equity Partners, LP.
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Frequently asked questions
How is the simulated portfolio for SoMa Equity Partners, LP constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is SoMa Equity Partners, LP's largest holding?
As of the latest filing, SoMa Equity Partners, LP's top position is Amazon.com Inc (AMZN), representing 8.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is SoMa Equity Partners, LP's historical performance and risk profile?
Our simulation indicates a total return of -0.7% with a win rate of 41%. Notably, the portfolio maintains a Sharpe Ratio of -2.57, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does SoMa Equity Partners, LP primarily invest in?
SoMa Equity Partners, LP has a strong preference for the Semiconductors sector, which makes up 21.3% of their disclosed assets. The portfolio also has exposure to Internet Retail, indicating a specific thematic focus.
Is SoMa Equity Partners, LP's portfolio concentrated or diversified?
SoMa Equity Partners, LP runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 24.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has SoMa Equity Partners, LP performed in 2026?
Our AI-simulated model portfolio for SoMa Equity Partners, LP tracks a Year-to-Date (YTD) return of +0.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Gil Simon manage SoMa Equity Partners, LP directly?
Yes, Gil Simon serves as the key portfolio manager for SoMa Equity Partners, LP, overseeing the investment strategy and final capital allocation decisions.