Sora Investors as of Sept. 30, 2023
Portfolio Holdings for Sora Investors
Sora Investors holds 49 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.9 | $22M | 50k | 434.99 | |
| Microsoft Corporation (MSFT) | 4.6 | $21M | 65k | 315.75 | |
| Analog Devices (ADI) | 4.5 | $20M | 115k | 175.09 | |
| Visa Com Cl A (V) | 4.5 | $20M | 87k | 230.01 | |
| Global Payments (GPN) | 3.6 | $16M | 140k | 115.39 | |
| Booking Holdings (BKNG) | 3.5 | $16M | 5.1k | 3083.95 | |
| Arista Networks (ANET) | 3.5 | $16M | 85k | 183.93 | |
| Meta Platforms Cl A (META) | 3.4 | $15M | 50k | 300.21 | |
| Western Digital (WDC) | 3.3 | $15M | 325k | 45.63 | |
| First Solar (FSLR) | 3.3 | $15M | 90k | 161.59 | |
| Uber Technologies (UBER) | 3.2 | $14M | 310k | 45.99 | |
| Lam Research Corporation (LRCX) | 3.1 | $14M | 22k | 626.77 | |
| Comcast Corp Cl A (CMCSA) | 3.0 | $13M | 300k | 44.34 | |
| Verizon Communications (VZ) | 2.7 | $12M | 375k | 32.41 | |
| Globant S A (GLOB) | 2.7 | $12M | 60k | 197.85 | |
| At&t (T) | 2.5 | $11M | 750k | 15.02 | |
| Micron Technology (MU) | 2.5 | $11M | 165k | 68.03 | |
| Qualcomm (QCOM) | 2.4 | $11M | 95k | 111.06 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $11M | 80k | 130.86 | |
| Electronic Arts (EA) | 2.3 | $10M | 85k | 120.40 | |
| Rivian Automotive Com Cl A (RIVN) | 2.2 | $9.7M | 400k | 24.28 | |
| Automatic Data Processing (ADP) | 2.2 | $9.6M | 40k | 240.58 | |
| Western Union Company (WU) | 2.1 | $9.2M | 700k | 13.18 | |
| Impinj (PI) | 2.0 | $9.1M | 165k | 55.03 | |
| Marvell Technology (MRVL) | 1.8 | $8.1M | 150k | 54.13 | |
| FormFactor (FORM) | 1.8 | $7.9M | 225k | 34.94 | |
| Advanced Micro Devices (AMD) | 1.6 | $7.2M | 70k | 102.82 | |
| Ciena Corp Com New (CIEN) | 1.6 | $7.1M | 150k | 47.26 | |
| Kla Corp Com New (KLAC) | 1.5 | $6.9M | 15k | 458.66 | |
| Calix (CALX) | 1.5 | $6.9M | 150k | 45.84 | |
| Bill Com Holdings Ord (BILL) | 1.5 | $6.8M | 62k | 108.57 | |
| Block Cl A (SQ) | 1.5 | $6.7M | 152k | 44.26 | |
| F5 Networks (FFIV) | 1.4 | $6.4M | 40k | 161.14 | |
| Walt Disney Company (DIS) | 1.3 | $5.7M | 70k | 81.05 | |
| Doordash Cl A (DASH) | 1.2 | $5.3M | 67k | 79.47 | |
| eBay (EBAY) | 1.2 | $5.3M | 120k | 44.09 | |
| Wright Express (WEX) | 1.1 | $4.7M | 25k | 188.09 | |
| Universal Display Corporation (OLED) | 0.9 | $3.9M | 25k | 156.99 | |
| Enovix Corp (ENVX) | 0.8 | $3.8M | 300k | 12.55 | |
| Fluence Energy Com Cl A (FLNC) | 0.7 | $3.2M | 140k | 22.99 | |
| The Trade Desk Com Cl A (TTD) | 0.7 | $2.9M | 38k | 78.15 | |
| Mobileye Global Common Class A (MBLY) | 0.7 | $2.9M | 70k | 41.55 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.6 | $2.7M | 250k | 10.86 | |
| Roku Com Cl A (ROKU) | 0.5 | $2.3M | 33k | 70.59 | |
| Array Technologies Com Shs (ARRY) | 0.5 | $2.2M | 100k | 22.19 | |
| Aspen Aerogels (ASPN) | 0.5 | $2.2M | 250k | 8.60 | |
| Match Group (MTCH) | 0.5 | $2.0M | 52k | 39.17 | |
| Pinterest Cl A (PINS) | 0.4 | $1.9M | 70k | 27.03 | |
| Aurora Innovation Class A Com (AUR) | 0.2 | $705k | 300k | 2.35 |
