Sora Investors as of March 31, 2023
Portfolio Holdings for Sora Investors
Sora Investors holds 34 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qualcomm (QCOM) | 8.3 | $30M | 235k | 127.58 | |
| Juniper Networks (JNPR) | 7.6 | $28M | 800k | 34.42 | |
| At&t (T) | 5.3 | $19M | 1.0M | 19.25 | |
| Meta Platforms Cl A (META) | 4.9 | $18M | 83k | 211.94 | |
| Global Payments (GPN) | 4.4 | $16M | 150k | 105.24 | |
| Metropcs Communications (TMUS) | 4.2 | $15M | 105k | 144.84 | |
| Uber Technologies (UBER) | 3.9 | $14M | 450k | 31.70 | |
| Automatic Data Processing (ADP) | 3.9 | $14M | 64k | 222.63 | |
| Marvell Technology (MRVL) | 3.9 | $14M | 325k | 43.30 | |
| NVIDIA Corporation (NVDA) | 3.4 | $13M | 45k | 277.77 | |
| Corning Incorporated (GLW) | 3.4 | $12M | 350k | 35.28 | |
| Fiserv (FI) | 3.1 | $11M | 100k | 113.03 | |
| Mastercard Incorporated Cl A (MA) | 3.1 | $11M | 31k | 363.41 | |
| Ciena Corp Com New (CIEN) | 2.9 | $11M | 200k | 52.52 | |
| Amazon (AMZN) | 2.8 | $10M | 100k | 103.29 | |
| Netflix (NFLX) | 2.5 | $9.0M | 26k | 345.48 | |
| Epam Systems (EPAM) | 2.5 | $9.0M | 30k | 299.00 | |
| Paypal Holdings (PYPL) | 2.4 | $8.7M | 115k | 75.94 | |
| Warner Bros Discovery Com Ser A (WBD) | 2.4 | $8.6M | 570k | 15.10 | |
| Microchip Technology (MCHP) | 2.3 | $8.4M | 100k | 83.78 | |
| Sunrun (RUN) | 2.2 | $8.1M | 400k | 20.15 | |
| Pure Storage Cl A (PSTG) | 2.1 | $7.7M | 300k | 25.51 | |
| Comcast Corp Cl A (CMCSA) | 2.1 | $7.6M | 200k | 37.91 | |
| Block Cl A (SQ) | 2.1 | $7.6M | 110k | 68.65 | |
| Electronic Arts (EA) | 2.0 | $7.2M | 60k | 120.45 | |
| Toast Cl A (TOST) | 1.9 | $6.8M | 385k | 17.75 | |
| Intel Corporation (INTC) | 1.8 | $6.5M | 200k | 32.67 | |
| Western Union Company (WU) | 1.8 | $6.4M | 575k | 11.15 | |
| Solaredge Technologies (SEDG) | 1.7 | $6.1M | 20k | 303.95 | |
| Rivian Automotive Com Cl A (RIVN) | 1.5 | $5.4M | 350k | 15.48 | |
| Lam Research Corporation (LRCX) | 1.5 | $5.3M | 10k | 530.12 | |
| Marqeta Class A Com (MQ) | 1.1 | $4.0M | 880k | 4.57 | |
| Bill Com Holdings Ord (BILL) | 0.7 | $2.4M | 30k | 81.14 | |
| Sunnova Energy International (NOVA) | 0.4 | $1.6M | 100k | 15.62 |
