Sora Investors as of June 30, 2024
Portfolio Holdings for Sora Investors
Sora Investors holds 51 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Western Digital (WDC) | 7.0 | $38M | 500k | 75.77 | |
| Amazon (AMZN) | 4.8 | $26M | 135k | 193.25 | |
| Universal Display Corporation (OLED) | 4.5 | $24M | 115k | 210.25 | |
| Visa Com Cl A (V) | 4.4 | $24M | 90k | 262.47 | |
| Meta Platforms Cl A (META) | 3.5 | $19M | 38k | 504.22 | |
| Automatic Data Processing (ADP) | 3.3 | $18M | 75k | 238.69 | |
| Microsoft Corporation (MSFT) | 3.3 | $18M | 40k | 446.95 | |
| Lumentum Hldgs (LITE) | 3.3 | $18M | 350k | 50.92 | |
| Hp (HPQ) | 3.2 | $18M | 500k | 35.02 | |
| Marvell Technology (MRVL) | 3.2 | $18M | 250k | 69.90 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 3.1 | $17M | 55k | 308.93 | |
| salesforce (CRM) | 3.1 | $17M | 65k | 257.10 | |
| American Tower Reit (AMT) | 2.9 | $16M | 82k | 194.38 | |
| Globant S A (GLOB) | 2.9 | $16M | 87k | 178.26 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.8 | $15M | 15k | 1022.73 | |
| Transunion (TRU) | 2.7 | $15M | 200k | 74.16 | |
| Advanced Micro Devices (AMD) | 2.2 | $12M | 75k | 162.21 | |
| IPG Photonics Corporation (IPGP) | 2.2 | $12M | 140k | 84.39 | |
| Mastercard Incorporated Cl A (MA) | 2.0 | $11M | 25k | 441.16 | |
| Sba Communications Corp Cl A (SBAC) | 2.0 | $11M | 55k | 196.30 | |
| Global Payments (GPN) | 1.9 | $10M | 105k | 96.70 | |
| Oracle Corporation (ORCL) | 1.8 | $9.9M | 70k | 141.20 | |
| Ciena Corp Com New (CIEN) | 1.8 | $9.6M | 200k | 48.18 | |
| Microchip Technology (MCHP) | 1.7 | $9.2M | 100k | 91.50 | |
| Ambarella SHS (AMBA) | 1.5 | $8.4M | 155k | 53.95 | |
| FormFactor (FORM) | 1.5 | $8.2M | 135k | 60.53 | |
| Block Cl A (XYZ) | 1.5 | $8.1M | 125k | 64.49 | |
| Servicenow (NOW) | 1.4 | $7.9M | 10k | 786.67 | |
| Corning Incorporated (GLW) | 1.4 | $7.8M | 200k | 38.85 | |
| Digital Realty Trust (DLR) | 1.4 | $7.6M | 50k | 152.05 | |
| Hubspot (HUBS) | 1.3 | $7.1M | 12k | 589.79 | |
| Aurora Innovation Class A Com (AUR) | 1.3 | $6.9M | 2.5M | 2.77 | |
| Samsara Com Cl A (IOT) | 1.2 | $6.7M | 200k | 33.70 | |
| At&t (T) | 1.2 | $6.7M | 350k | 19.11 | |
| Lyft Cl A Com (LYFT) | 1.2 | $6.3M | 450k | 14.10 | |
| Endava Ads (DAVA) | 1.1 | $5.8M | 200k | 29.24 | |
| Epam Systems (EPAM) | 1.0 | $5.6M | 30k | 188.11 | |
| Datadog Cl A Com (DDOG) | 1.0 | $5.2M | 40k | 129.69 | |
| Zuora Com Cl A | 0.9 | $5.0M | 500k | 9.93 | |
| Electronic Arts (EA) | 0.9 | $4.9M | 35k | 139.33 | |
| Monday SHS (MNDY) | 0.9 | $4.8M | 20k | 240.76 | |
| Enovix Corp (ENVX) | 0.9 | $4.6M | 300k | 15.46 | |
| Semtech Corporation (SMTC) | 0.8 | $4.5M | 150k | 29.88 | |
| Expedia Group Com New (EXPE) | 0.8 | $4.4M | 35k | 125.99 | |
| Ceridian Hcm Hldg | 0.8 | $4.2M | 85k | 49.60 | |
| Applied Optoelectronics (AAOI) | 0.7 | $3.7M | 450k | 8.29 | |
| Smartsheet Com Cl A (SMAR) | 0.6 | $3.3M | 75k | 44.08 | |
| Take-Two Interactive Software (TTWO) | 0.4 | $2.3M | 15k | 155.49 | |
| MercadoLibre (MELI) | 0.3 | $1.6M | 1.0k | 1643.40 | |
| Remitly Global (RELY) | 0.2 | $1.2M | 100k | 12.12 | |
| E2open Parent Holdings Com Cl A (ETWO) | 0.1 | $674k | 150k | 4.49 |
