Sora Investors as of Dec. 31, 2022
Portfolio Holdings for Sora Investors
Sora Investors holds 35 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Juniper Networks (JNPR) | 9.9 | $29M | 900k | 31.96 | |
| Solaredge Technologies (SEDG) | 5.4 | $16M | 55k | 283.27 | |
| Ciena Corp Com New (CIEN) | 5.3 | $15M | 300k | 50.98 | |
| Microchip Technology (MCHP) | 4.8 | $14M | 200k | 70.25 | |
| NVIDIA Corporation (NVDA) | 4.8 | $14M | 95k | 146.14 | |
| Texas Instruments Incorporated (TXN) | 4.3 | $12M | 75k | 165.22 | |
| Cisco Systems (CSCO) | 4.1 | $12M | 250k | 47.64 | |
| Charter Communications Inc N Cl A (CHTR) | 4.0 | $12M | 34k | 339.10 | |
| Kla Corp Com New (KLAC) | 3.9 | $11M | 30k | 377.03 | |
| Qualcomm (QCOM) | 3.8 | $11M | 100k | 109.94 | |
| Visa Com Cl A (V) | 3.6 | $10M | 50k | 207.76 | |
| Dell Technologies CL C (DELL) | 3.5 | $10M | 250k | 40.22 | |
| Advanced Micro Devices (AMD) | 3.4 | $9.7M | 150k | 64.77 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $9.4M | 107k | 88.23 | |
| Meta Platforms Cl A (META) | 3.2 | $9.4M | 78k | 120.34 | |
| ON Semiconductor (ON) | 3.2 | $9.4M | 150k | 62.37 | |
| Fiserv (FI) | 3.0 | $8.6M | 85k | 101.07 | |
| Sunrun (RUN) | 2.9 | $8.4M | 350k | 24.02 | |
| Global Payments (GPN) | 2.3 | $6.7M | 67k | 99.32 | |
| Uber Technologies (UBER) | 2.2 | $6.4M | 260k | 24.73 | |
| FleetCor Technologies | 2.2 | $6.3M | 34k | 183.68 | |
| Netflix (NFLX) | 2.1 | $6.0M | 21k | 294.88 | |
| Cirrus Logic (CRUS) | 2.1 | $6.0M | 80k | 74.48 | |
| Metropcs Communications (TMUS) | 2.0 | $5.7M | 41k | 140.00 | |
| Paypal Holdings (PYPL) | 1.8 | $5.3M | 75k | 71.22 | |
| Fisker Cl A Com Stk (FSRNQ) | 1.5 | $4.4M | 600k | 7.27 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.5 | $4.3M | 16k | 266.84 | |
| Pure Storage Cl A (PSTG) | 1.4 | $4.0M | 150k | 26.76 | |
| Block Cl A (XYZ) | 1.0 | $3.0M | 47k | 62.84 | |
| Toast Cl A (TOST) | 0.9 | $2.5M | 137k | 18.03 | |
| Flywire Corporation Com Vtg (FLYW) | 0.6 | $1.9M | 76k | 24.47 | |
| Rivian Automotive Com Cl A (RIVN) | 0.6 | $1.8M | 100k | 18.43 | |
| Sunnova Energy International (NOVAQ) | 0.6 | $1.8M | 100k | 18.01 | |
| Remitly Global (RELY) | 0.5 | $1.4M | 125k | 11.45 | |
| Dlocal Class A Com (DLO) | 0.4 | $1.3M | 82k | 15.57 |
