Sora Investors

Sora Investors as of March 31, 2025

Portfolio Holdings for Sora Investors

Sora Investors holds 66 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Seagate Technology Hldngs Pl Ord Shs (STX) 3.9 $32M 374k 84.95
Microsoft Corporation (MSFT) 3.6 $30M 79k 375.39
Asml Holding N V N Y Registry Shs (ASML) 3.5 $29M 44k 662.63
Amazon (AMZN) 3.2 $27M 140k 190.26
American Tower Reit (AMT) 3.0 $25M 116k 217.60
Fabrinet SHS (FN) 2.8 $23M 117k 197.51
salesforce (CRM) 2.8 $23M 85k 268.36
Visa Com Cl A (V) 2.7 $23M 64k 350.46
Comcast Corp Cl A (CMCSA) 2.6 $21M 571k 36.90
Western Digital (WDC) 2.5 $21M 510k 40.43
Meta Platforms Cl A (META) 2.5 $21M 36k 576.36
Equinix (EQIX) 2.3 $19M 24k 815.35
Microchip Technology (MCHP) 2.3 $19M 392k 48.41
Lumentum Hldgs (LITE) 2.3 $19M 304k 62.34
Trimble Navigation (TRMB) 2.2 $18M 279k 65.65
Lattice Semiconductor (LSCC) 2.2 $18M 345k 52.45
Intuit (INTU) 2.1 $18M 29k 613.99
Teradyne (TER) 2.1 $17M 206k 82.60
NVIDIA Corporation (NVDA) 2.0 $16M 150k 108.38
Fidelity National Information Services (FIS) 1.9 $16M 214k 74.68
Corning Incorporated (GLW) 1.8 $15M 330k 45.78
Ceridian Hcm Hldg (DAY) 1.8 $15M 257k 58.33
Cadence Design Systems (CDNS) 1.7 $14M 56k 254.33
Transunion (TRU) 1.7 $14M 171k 82.99
Oracle Corporation (ORCL) 1.7 $14M 100k 139.81
Flutter Entmt SHS (FLUT) 1.6 $13M 59k 221.55
Verizon Communications (VZ) 1.6 $13M 286k 45.36
Fiserv (FI) 1.6 $13M 58k 220.83
Universal Display Corporation (OLED) 1.5 $13M 91k 139.48
Omni (OMC) 1.5 $12M 150k 82.91
MercadoLibre (MELI) 1.5 $12M 6.3k 1950.87
Globant S A (GLOB) 1.5 $12M 102k 117.72
Coherent Corp (COHR) 1.4 $12M 181k 64.94
S&p Global (SPGI) 1.3 $11M 21k 508.10
Mobileye Global Common Class A (MBLY) 1.3 $11M 749k 14.39
Sandisk Corp (SNDK) 1.3 $11M 222k 47.61
Epam Systems (EPAM) 1.2 $9.6M 57k 168.84
Semtech Corporation (SMTC) 1.1 $9.5M 276k 34.40
Draftkings Com Cl A (DKNG) 1.1 $9.4M 284k 33.21
Entegris (ENTG) 1.1 $9.4M 107k 87.48
Celestica (CLS) 1.1 $9.1M 116k 78.81
IPG Photonics Corporation (IPGP) 1.1 $9.1M 144k 63.14
Archer Aviation Com Cl A (ACHR) 1.1 $9.1M 1.3M 7.11
Liberty Media Corp Del Com Lbty One S C (FWONK) 1.1 $9.0M 100k 90.01
Tko Group Holdings Cl A (TKO) 1.1 $8.8M 57k 152.81
Jabil Circuit (JBL) 1.0 $8.0M 59k 136.07
Expedia Group Com New (EXPE) 0.9 $7.8M 47k 168.10
Solaredge Technologies (SEDG) 0.9 $7.2M 445k 16.18
Crown Castle Intl (CCI) 0.9 $7.0M 68k 104.23
Advanced Energy Industries (AEIS) 0.8 $6.8M 72k 95.31
Mongodb Cl A (MDB) 0.8 $6.7M 38k 175.40
Silicon Motion Technology Sponsored Adr (SIMO) 0.8 $6.4M 128k 50.56
Zebra Technologies Corporati Cl A (ZBRA) 0.8 $6.4M 23k 282.56
Ambarella SHS (AMBA) 0.7 $6.1M 121k 50.33
FormFactor (FORM) 0.7 $5.5M 194k 28.29
Atlassian Corporation Cl A (TEAM) 0.7 $5.5M 26k 212.21
Impinj (PI) 0.7 $5.4M 60k 90.70
Aurora Innovation Class A Com (AUR) 0.6 $5.2M 774k 6.72
Marqeta Class A Com (MQ) 0.5 $3.8M 929k 4.12
Endava Ads (DAVA) 0.4 $3.6M 186k 19.51
Aspen Aerogels (ASPN) 0.3 $2.6M 413k 6.39
Corpay Com Shs (CPAY) 0.3 $2.5M 7.1k 348.72
Doordash Cl A (DASH) 0.2 $2.1M 11k 182.77
Cinemark Holdings (CNK) 0.2 $2.0M 81k 24.89
Applovin Corp Com Cl A (APP) 0.2 $1.9M 7.1k 264.97
Fluence Energy Com Cl A (FLNC) 0.2 $1.4M 279k 4.85