Sora Investors

Sora Investors as of Dec. 31, 2024

Portfolio Holdings for Sora Investors

Sora Investors holds 66 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.3 $39M 92k 421.50
Amazon (AMZN) 3.8 $35M 157k 219.39
Equinix (EQIX) 3.7 $33M 35k 942.89
Microchip Technology (MCHP) 3.7 $33M 578k 57.35
Asml Holding N V N Y Registry Shs (ASML) 3.6 $32M 47k 693.08
Trimble Navigation (TRMB) 3.5 $32M 449k 70.66
Draftkings Com Cl A (DKNG) 3.0 $28M 738k 37.20
Visa Com Cl A (V) 2.9 $27M 84k 316.04
Western Digital (WDC) 2.9 $27M 445k 59.63
Ambarella SHS (AMBA) 2.9 $26M 353k 72.74
First Solar (FSLR) 2.6 $23M 132k 176.24
Epam Systems (EPAM) 2.4 $22M 93k 233.82
American Tower Reit (AMT) 2.3 $21M 114k 183.41
Lattice Semiconductor (LSCC) 2.2 $20M 350k 56.65
Fiserv (FI) 2.2 $20M 96k 205.42
Doordash Cl A (DASH) 2.2 $20M 117k 167.75
Teradyne (TER) 2.1 $19M 151k 125.92
salesforce (CRM) 2.1 $19M 56k 334.33
NVIDIA Corporation (NVDA) 2.0 $18M 133k 134.29
Coherent Corp (COHR) 1.9 $17M 183k 94.73
Take-Two Interactive Software (TTWO) 1.8 $16M 88k 184.08
Charter Communications Inc N Cl A (CHTR) 1.8 $16M 47k 342.77
FormFactor (FORM) 1.7 $16M 355k 44.00
Advanced Energy Industries (AEIS) 1.7 $15M 132k 115.63
Globant S A (GLOB) 1.6 $15M 69k 214.42
Comcast Corp Cl A (CMCSA) 1.6 $15M 387k 37.53
Uber Technologies (UBER) 1.6 $14M 232k 60.32
Transunion (TRU) 1.5 $13M 143k 92.71
Meta Platforms Cl A (META) 1.5 $13M 23k 585.51
Mongodb Cl A (MDB) 1.4 $13M 54k 232.81
Flutter Entmt SHS (FLUT) 1.4 $12M 48k 258.45
Automatic Data Processing (ADP) 1.4 $12M 42k 292.73
IPG Photonics Corporation (IPGP) 1.3 $12M 166k 72.72
Tko Group Holdings Cl A (TKO) 1.3 $12M 83k 142.11
Block Cl A (XYZ) 1.3 $12M 136k 84.99
Digital Realty Trust (DLR) 1.3 $11M 64k 177.33
Universal Display Corporation (OLED) 1.3 $11M 78k 146.20
Hubspot (HUBS) 1.2 $11M 16k 696.77
Adobe Systems Incorporated (ADBE) 1.2 $11M 24k 444.68
Liberty Media Corp Del Com Lbty One S C (FWONK) 1.1 $10M 110k 92.66
Metropcs Communications (TMUS) 1.1 $9.9M 45k 220.73
Lumentum Hldgs (LITE) 1.0 $9.4M 111k 83.95
Servicenow (NOW) 1.0 $9.1M 8.6k 1060.12
Datadog Cl A Com (DDOG) 1.0 $8.7M 61k 142.89
Netflix (NFLX) 0.8 $7.6M 8.5k 891.32
MercadoLibre (MELI) 0.8 $7.3M 4.3k 1700.44
Atlassian Corporation Cl A (TEAM) 0.8 $7.2M 30k 243.38
Entegris (ENTG) 0.8 $7.1M 71k 99.06
Archer Aviation Com Cl A (ACHR) 0.8 $7.0M 714k 9.75
Aspen Aerogels (ASPN) 0.6 $5.8M 487k 11.88
Reddit Cl A (RDDT) 0.6 $5.1M 31k 163.44
Cinemark Holdings (CNK) 0.6 $5.0M 161k 30.98
Endava Ads (DAVA) 0.5 $4.8M 155k 30.90
Nu Hldgs Ord Shs Cl A (NU) 0.5 $4.4M 429k 10.36
Fluence Energy Com Cl A (FLNC) 0.5 $4.4M 279k 15.88
Marqeta Class A Com (MQ) 0.4 $3.9M 1.0M 3.79
S&p Global (SPGI) 0.4 $3.6M 7.1k 498.03
Moody's Corporation (MCO) 0.4 $3.4M 7.1k 473.37
Dynatrace Com New (DT) 0.3 $3.1M 57k 54.35
Maplebear (CART) 0.3 $3.1M 75k 41.42
Shift4 Pmts Cl A (FOUR) 0.3 $3.0M 29k 103.78
Flex Ord (FLEX) 0.3 $2.8M 74k 38.39
Corpay Com Shs (CPAY) 0.3 $2.4M 7.1k 338.42
Monday SHS (MNDY) 0.3 $2.4M 10k 235.44
Affirm Hldgs Com Cl A (AFRM) 0.1 $1.1M 19k 60.90
Enovix Corp (ENVX) 0.1 $1.1M 100k 10.87