Sora Investors as of Dec. 31, 2021
Portfolio Holdings for Sora Investors
Sora Investors holds 22 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intel Corporation (INTC) | 12.8 | $26M | 509k | 51.50 | |
| Lam Research Corporation (LRCX) | 9.5 | $20M | 27k | 719.16 | |
| NVIDIA Corporation (NVDA) | 8.3 | $17M | 58k | 294.10 | |
| Nxp Semiconductors N V (NXPI) | 8.0 | $16M | 72k | 227.78 | |
| Workday Cl A (WDAY) | 7.2 | $15M | 54k | 273.18 | |
| Solaredge Technologies (SEDG) | 6.8 | $14M | 50k | 280.58 | |
| Cisco Systems (CSCO) | 5.7 | $12M | 184k | 63.37 | |
| Palo Alto Networks (PANW) | 5.6 | $11M | 21k | 556.76 | |
| Microsoft Corporation (MSFT) | 5.5 | $11M | 33k | 336.32 | |
| Arista Networks (ANET) | 5.1 | $10M | 72k | 143.75 | |
| Zendesk | 3.6 | $7.3M | 70k | 104.30 | |
| Paycom Software (PAYC) | 3.3 | $6.8M | 16k | 415.19 | |
| Rivian Automotive Com Cl A (RIVN) | 3.3 | $6.7M | 65k | 103.69 | |
| Coupa Software | 2.7 | $5.5M | 35k | 158.06 | |
| Smartsheet Com Cl A (SMAR) | 2.5 | $5.1M | 66k | 77.45 | |
| Vishay Intertechnology (VSH) | 2.0 | $4.1M | 187k | 21.87 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.9 | $3.9M | 19k | 204.73 | |
| Atlassian Corp Cl A | 1.6 | $3.3M | 8.5k | 381.27 | |
| Tenable Hldgs (TENB) | 1.4 | $2.9M | 52k | 55.07 | |
| Elastic N V Ord Shs (ESTC) | 1.3 | $2.7M | 22k | 123.10 | |
| Datadog Cl A Com (DDOG) | 1.0 | $2.0M | 12k | 178.10 | |
| Ansys (ANSS) | 1.0 | $2.0M | 5.1k | 401.03 |
