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 (FSRNQ) | 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 (SPWRQ) | 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 |
