Sora Investors as of March 31, 2022
Portfolio Holdings for Sora Investors
Sora Investors holds 25 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Workday Cl A (WDAY) | 9.1 | $20M | 82k | 239.46 | |
| Solaredge Technologies (SEDG) | 8.2 | $18M | 55k | 322.36 | |
| Kla Corp Com New (KLAC) | 7.6 | $17M | 45k | 366.07 | |
| Sunrun (RUN) | 7.0 | $15M | 500k | 30.37 | |
| Lam Research Corporation (LRCX) | 7.0 | $15M | 28k | 537.61 | |
| Paycom Software (PAYC) | 6.8 | $15M | 43k | 346.38 | |
| F5 Networks (FFIV) | 5.8 | $13M | 60k | 208.95 | |
| Micron Technology (MU) | 5.2 | $11M | 145k | 77.89 | |
| Zendesk | 4.4 | $9.6M | 80k | 120.29 | |
| Hewlett Packard Enterprise (HPE) | 4.3 | $9.2M | 550k | 16.71 | |
| Broadcom (AVGO) | 4.1 | $8.8M | 14k | 629.71 | |
| Ciena Corp Com New (CIEN) | 3.8 | $8.2M | 135k | 60.63 | |
| Dell Technologies CL C (DELL) | 3.5 | $7.5M | 150k | 50.19 | |
| Intel Corporation (INTC) | 3.4 | $7.4M | 150k | 49.56 | |
| Microsoft Corporation (MSFT) | 3.4 | $7.3M | 24k | 308.31 | |
| Mongodb Cl A (MDB) | 3.4 | $7.3M | 16k | 443.60 | |
| Arista Networks (ANET) | 2.9 | $6.3M | 45k | 138.98 | |
| Palo Alto Networks (PANW) | 2.5 | $5.3M | 8.6k | 622.52 | |
| Vishay Intertechnology (VSH) | 2.0 | $4.4M | 225k | 19.60 | |
| Qualtrics Intl Com Cl A | 1.5 | $3.1M | 110k | 28.55 | |
| Procore Technologies (PCOR) | 1.3 | $2.9M | 50k | 57.96 | |
| Intuit (INTU) | 1.3 | $2.8M | 5.9k | 480.82 | |
| Tenable Hldgs (TENB) | 1.0 | $2.2M | 38k | 57.80 | |
| Atlassian Corp Cl A | 0.2 | $405k | 1.4k | 293.48 | |
| salesforce (CRM) | 0.1 | $214k | 1.0k | 212.51 |
