Sora Investors as of Sept. 30, 2022
Portfolio Holdings for Sora Investors
Sora Investors holds 32 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ciena Corp Com New (CIEN) | 8.5 | $22M | 550k | 40.43 | |
Juniper Networks (JNPR) | 8.0 | $21M | 800k | 26.12 | |
Solaredge Technologies (SEDG) | 7.5 | $20M | 85k | 231.46 | |
Charter Communications Inc N Cl A (CHTR) | 6.7 | $18M | 58k | 303.34 | |
Paypal Holdings (PYPL) | 6.5 | $17M | 198k | 86.07 | |
Qualcomm (QCOM) | 6.1 | $16M | 140k | 112.98 | |
Amazon (AMZN) | 5.8 | $15M | 135k | 113.00 | |
Cirrus Logic (CRUS) | 5.3 | $14M | 200k | 68.80 | |
Netflix (NFLX) | 5.0 | $13M | 55k | 235.44 | |
ON Semiconductor (ON) | 4.8 | $13M | 200k | 62.33 | |
Global Payments (GPN) | 3.0 | $7.7M | 72k | 108.06 | |
Remitly Global (RELY) | 2.4 | $6.3M | 570k | 11.12 | |
Fisker Cl A Com Stk (FSRN) | 2.3 | $6.0M | 800k | 7.55 | |
Bill Com Holdings Ord (BILL) | 2.2 | $5.8M | 44k | 132.36 | |
Paycom Software (PAYC) | 2.2 | $5.8M | 18k | 330.01 | |
Sunrun (RUN) | 2.1 | $5.5M | 200k | 27.59 | |
At&t (T) | 2.1 | $5.4M | 352k | 15.34 | |
Flywire Corporation Com Vtg (FLYW) | 1.9 | $5.1M | 220k | 22.96 | |
Fidelity National Information Services (FIS) | 1.9 | $5.0M | 66k | 75.58 | |
Crowdstrike Hldgs Cl A (CRWD) | 1.7 | $4.5M | 28k | 164.80 | |
Zscaler Incorporated (ZS) | 1.5 | $3.9M | 24k | 164.35 | |
Rivian Automotive Com Cl A (RIVN) | 1.5 | $3.8M | 115k | 32.91 | |
Take-Two Interactive Software (TTWO) | 1.4 | $3.7M | 34k | 109.00 | |
Coupa Software | 1.3 | $3.4M | 58k | 58.81 | |
Atlassian Corp Cl A | 1.3 | $3.3M | 16k | 210.59 | |
Servicenow (NOW) | 1.2 | $3.2M | 8.4k | 377.57 | |
Sunpower (SPWR) | 1.1 | $2.9M | 125k | 23.04 | |
Workday Cl A (WDAY) | 1.1 | $2.8M | 18k | 152.22 | |
Toast Cl A (TOST) | 1.1 | $2.8M | 165k | 16.72 | |
Palo Alto Networks (PANW) | 0.9 | $2.3M | 14k | 163.76 | |
Smartsheet Com Cl A (SMAR) | 0.8 | $2.2M | 63k | 34.36 | |
Nuvei Corporation Sub Vtg Shs (NVEI) | 0.7 | $1.8M | 68k | 27.05 |