Sora Investors as of March 31, 2024
Portfolio Holdings for Sora Investors
Sora Investors holds 45 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Western Digital (WDC) | 5.6 | $34M | 500k | 68.24 | |
Amazon (AMZN) | 4.7 | $29M | 160k | 180.38 | |
Fiserv (FI) | 4.4 | $27M | 166k | 159.82 | |
Microsoft Corporation (MSFT) | 4.2 | $26M | 61k | 420.72 | |
Asml Holding N V N Y Registry Shs (ASML) | 4.0 | $24M | 25k | 970.47 | |
Mastercard Incorporated Cl A (MA) | 4.0 | $24M | 50k | 481.57 | |
Automatic Data Processing (ADP) | 3.9 | $24M | 96k | 249.74 | |
Micron Technology (MU) | 3.9 | $24M | 200k | 117.89 | |
At&t (T) | 3.3 | $20M | 1.2M | 17.60 | |
Uber Technologies (UBER) | 3.3 | $20M | 262k | 76.99 | |
Oracle Corporation (ORCL) | 3.3 | $20M | 160k | 125.61 | |
Transunion (TRU) | 3.3 | $20M | 252k | 79.80 | |
Meta Platforms Cl A (META) | 3.2 | $20M | 40k | 485.58 | |
Ciena Corp Com New (CIEN) | 3.1 | $19M | 375k | 49.45 | |
Marvell Technology (MRVL) | 2.9 | $18M | 250k | 70.88 | |
Zebra Technologies Corporati Cl A (ZBRA) | 2.7 | $17M | 55k | 301.44 | |
Globant S A (GLOB) | 2.7 | $16M | 80k | 201.90 | |
Expedia Group Com New (EXPE) | 2.5 | $15M | 111k | 137.75 | |
salesforce (CRM) | 2.5 | $15M | 50k | 301.18 | |
Comcast Corp Cl A (CMCSA) | 2.1 | $13M | 300k | 43.35 | |
IPG Photonics Corporation (IPGP) | 2.0 | $12M | 135k | 90.69 | |
Corning Incorporated (GLW) | 1.9 | $12M | 350k | 32.96 | |
Flex Ord (FLEX) | 1.9 | $11M | 400k | 28.61 | |
Fabrinet SHS (FN) | 1.9 | $11M | 60k | 189.02 | |
Workday Cl A (WDAY) | 1.8 | $11M | 40k | 272.75 | |
Universal Display Corporation (OLED) | 1.8 | $11M | 65k | 168.45 | |
Hp (HPQ) | 1.7 | $11M | 350k | 30.22 | |
Sunrun (RUN) | 1.6 | $9.9M | 750k | 13.18 | |
Shopify Cl A (SHOP) | 1.6 | $9.6M | 125k | 77.17 | |
Block Cl A (SQ) | 1.5 | $9.3M | 110k | 84.58 | |
Semtech Corporation (SMTC) | 1.4 | $8.2M | 300k | 27.49 | |
Endava Ads (DAVA) | 1.3 | $7.6M | 200k | 38.04 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 1.2 | $7.4M | 80k | 93.05 | |
Snowflake Cl A (SNOW) | 1.2 | $7.3M | 45k | 161.60 | |
Lumentum Hldgs (LITE) | 1.2 | $7.1M | 150k | 47.35 | |
Walt Disney Company (DIS) | 1.0 | $6.2M | 50k | 122.36 | |
Global Payments (GPN) | 1.0 | $5.8M | 44k | 133.66 | |
Aurora Innovation Class A Com (AUR) | 0.9 | $5.6M | 2.0M | 2.82 | |
Calix (CALX) | 0.8 | $5.1M | 155k | 33.16 | |
Toast Cl A (TOST) | 0.8 | $5.0M | 200k | 24.92 | |
Array Technologies Com Shs (ARRY) | 0.5 | $3.0M | 200k | 14.91 | |
Bill Com Holdings Ord (BILL) | 0.5 | $2.8M | 40k | 68.72 | |
Wright Express (WEX) | 0.4 | $2.4M | 10k | 237.53 | |
Paramount Global Class B Com (PARA) | 0.3 | $1.8M | 150k | 11.77 | |
E2open Parent Holdings Com Cl A (ETWO) | 0.2 | $1.4M | 319k | 4.44 |