Sora Investors as of June 30, 2022
Portfolio Holdings for Sora Investors
Sora Investors holds 23 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Marvell Technology (MRVL) | 9.4 | $20M | 450k | 43.53 | |
| Kla Corp Com New (KLAC) | 9.2 | $19M | 60k | 319.08 | |
| Advanced Micro Devices (AMD) | 7.3 | $15M | 200k | 76.47 | |
| ON Semiconductor (ON) | 7.3 | $15M | 300k | 50.31 | |
| Hewlett Packard Enterprise (HPE) | 6.4 | $13M | 1.0M | 13.26 | |
| Cisco Systems (CSCO) | 6.1 | $13M | 300k | 42.64 | |
| Sunrun (RUN) | 5.6 | $12M | 500k | 23.36 | |
| Ciena Corp Com New (CIEN) | 5.5 | $11M | 250k | 45.70 | |
| Solaredge Technologies (SEDG) | 5.3 | $11M | 40k | 273.68 | |
| Intuit (INTU) | 4.5 | $9.3M | 24k | 385.45 | |
| F5 Networks (FFIV) | 4.4 | $9.2M | 60k | 153.03 | |
| Lam Research Corporation (LRCX) | 4.1 | $8.5M | 20k | 426.15 | |
| Paycom Software (PAYC) | 3.7 | $7.8M | 28k | 280.12 | |
| Workday Cl A (WDAY) | 3.6 | $7.6M | 54k | 139.57 | |
| Tenable Hldgs (TENB) | 2.6 | $5.4M | 120k | 45.41 | |
| Juniper Networks (JNPR) | 2.4 | $5.0M | 175k | 28.50 | |
| 4068594 Enphase Energy (ENPH) | 2.3 | $4.9M | 25k | 195.24 | |
| Sunpower (SPWR) | 2.3 | $4.7M | 300k | 15.81 | |
| Coupa Software | 2.3 | $4.7M | 82k | 57.10 | |
| Cirrus Logic (CRUS) | 1.9 | $4.0M | 55k | 72.55 | |
| Procore Technologies (PCOR) | 1.4 | $2.9M | 64k | 45.40 | |
| Fisker Cl A Com Stk (FSRN) | 1.2 | $2.6M | 300k | 8.57 | |
| Atlassian Corp Cl A | 1.1 | $2.4M | 13k | 187.43 |
