Sora Investors as of June 30, 2023
Portfolio Holdings for Sora Investors
Sora Investors holds 35 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 5.7 | $13M | 33k | 393.30 | |
| Meta Platforms Cl A (META) | 5.7 | $13M | 45k | 286.98 | |
| Corning Incorporated (GLW) | 5.0 | $11M | 325k | 35.04 | |
| Western Union Company (WU) | 4.6 | $11M | 900k | 11.73 | |
| First Solar (FSLR) | 4.6 | $11M | 55k | 190.09 | |
| Metropcs Communications (TMUS) | 4.3 | $9.7M | 70k | 138.90 | |
| Qualcomm (QCOM) | 4.2 | $9.5M | 80k | 119.04 | |
| Micron Technology (MU) | 4.2 | $9.5M | 150k | 63.11 | |
| Block Cl A (SQ) | 3.8 | $8.7M | 130k | 66.57 | |
| Ciena Corp Com New (CIEN) | 3.7 | $8.5M | 200k | 42.49 | |
| NVIDIA Corporation (NVDA) | 3.7 | $8.5M | 20k | 423.02 | |
| Take-Two Interactive Software (TTWO) | 3.6 | $8.1M | 55k | 147.16 | |
| Universal Display Corporation (OLED) | 3.5 | $7.9M | 55k | 144.13 | |
| Uber Technologies (UBER) | 3.4 | $7.8M | 180k | 43.17 | |
| Amazon (AMZN) | 3.3 | $7.4M | 57k | 130.36 | |
| Epam Systems (EPAM) | 3.3 | $7.4M | 33k | 224.75 | |
| Ambarella SHS (AMBA) | 3.1 | $7.1M | 85k | 83.67 | |
| Automatic Data Processing (ADP) | 3.1 | $7.0M | 32k | 219.79 | |
| Rivian Automotive Com Cl A (RIVN) | 2.9 | $6.7M | 400k | 16.66 | |
| Charter Communications Inc N Cl A (CHTR) | 2.4 | $5.5M | 15k | 367.37 | |
| Global Payments (GPN) | 2.2 | $4.9M | 50k | 98.52 | |
| Globant S A (GLOB) | 1.9 | $4.4M | 25k | 179.72 | |
| Marqeta Class A Com (MQ) | 1.8 | $4.1M | 851k | 4.87 | |
| Booking Holdings (BKNG) | 1.8 | $4.1M | 1.5k | 2700.33 | |
| Solaredge Technologies (SEDG) | 1.8 | $4.0M | 15k | 269.05 | |
| Tesla Motors (TSLA) | 1.7 | $3.9M | 15k | 261.77 | |
| Coherent Corp (COHR) | 1.6 | $3.6M | 70k | 50.98 | |
| Toast Cl A (TOST) | 1.5 | $3.4M | 150k | 22.57 | |
| Nextracker Class A Com (NXT) | 1.5 | $3.4M | 85k | 39.81 | |
| Fidelity National Information Services (FIS) | 1.4 | $3.3M | 60k | 54.70 | |
| Array Technologies Com Shs (ARRY) | 1.4 | $3.2M | 140k | 22.60 | |
| Bill Com Holdings Ord (BILL) | 1.0 | $2.3M | 20k | 116.85 | |
| Western Digital (WDC) | 1.0 | $2.3M | 60k | 37.93 | |
| F5 Networks (FFIV) | 1.0 | $2.2M | 15k | 146.26 | |
| Aspen Aerogels (ASPN) | 0.3 | $631k | 80k | 7.89 |
