Sora Investors as of Sept. 30, 2025
Portfolio Holdings for Sora Investors
Sora Investors holds 82 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.8 | $52M | 277k | 186.58 | |
| Applied Materials (AMAT) | 3.9 | $42M | 206k | 204.74 | |
| Asml Holding N V N Y Registry Shs (ASML) | 3.5 | $38M | 39k | 968.09 | |
| Microsoft Corporation (MSFT) | 3.3 | $36M | 69k | 517.95 | |
| First Solar (FSLR) | 3.3 | $35M | 160k | 220.53 | |
| Amazon (AMZN) | 3.2 | $35M | 157k | 219.57 | |
| Coherent Corp (COHR) | 2.8 | $30M | 277k | 107.72 | |
| Microchip Technology (MCHP) | 2.5 | $27M | 423k | 64.22 | |
| S&p Global (SPGI) | 2.5 | $27M | 56k | 486.71 | |
| Visa Com Cl A (V) | 2.5 | $27M | 79k | 341.38 | |
| Walt Disney Company (DIS) | 2.2 | $24M | 210k | 114.50 | |
| Metropcs Communications (TMUS) | 2.2 | $24M | 99k | 239.38 | |
| Netflix (NFLX) | 2.1 | $22M | 19k | 1198.92 | |
| Meta Platforms Cl A (META) | 2.0 | $22M | 30k | 734.38 | |
| Verisign (VRSN) | 2.0 | $22M | 79k | 279.57 | |
| Wix SHS (WIX) | 1.9 | $20M | 114k | 177.63 | |
| Spotify Technology S A SHS (SPOT) | 1.8 | $20M | 29k | 698.00 | |
| Entegris (ENTG) | 1.8 | $20M | 216k | 92.46 | |
| Equinix (EQIX) | 1.8 | $20M | 25k | 783.24 | |
| Universal Display Corporation (OLED) | 1.8 | $20M | 136k | 143.63 | |
| Transunion (TRU) | 1.7 | $18M | 216k | 83.78 | |
| Nxp Semiconductors N V (NXPI) | 1.6 | $18M | 77k | 227.73 | |
| salesforce (CRM) | 1.6 | $17M | 71k | 237.00 | |
| Sba Communications Corp Cl A (SBAC) | 1.5 | $17M | 86k | 193.35 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.4 | $16M | 63k | 246.60 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 1.4 | $15M | 52k | 297.16 | |
| MercadoLibre (MELI) | 1.4 | $15M | 6.4k | 2336.94 | |
| Comcast Corp Cl A (CMCSA) | 1.4 | $15M | 471k | 31.42 | |
| Hubspot (HUBS) | 1.4 | $15M | 31k | 467.80 | |
| Jabil Circuit (JBL) | 1.3 | $14M | 66k | 217.17 | |
| Flex Ord (FLEX) | 1.3 | $14M | 242k | 57.97 | |
| Semtech Corporation (SMTC) | 1.2 | $13M | 185k | 71.45 | |
| Workday Cl A (WDAY) | 1.2 | $13M | 54k | 240.73 | |
| Ambarella SHS (AMBA) | 1.2 | $13M | 152k | 82.52 | |
| Oracle Corporation (ORCL) | 1.1 | $12M | 43k | 281.24 | |
| Doordash Cl A (DASH) | 1.1 | $12M | 43k | 271.99 | |
| Atlassian Corporation Cl A (TEAM) | 1.1 | $11M | 71k | 159.70 | |
| Intuit (INTU) | 1.0 | $11M | 16k | 682.91 | |
| Super Micro Computer Com New (SMCI) | 1.0 | $11M | 233k | 47.94 | |
| Mongodb Cl A (MDB) | 1.0 | $11M | 36k | 310.38 | |
| Sunrun (RUN) | 1.0 | $10M | 604k | 17.29 | |
| Block Cl A (XYZ) | 1.0 | $10M | 143k | 72.27 | |
| Iron Mountain (IRM) | 0.9 | $10M | 100k | 101.94 | |
| Crown Castle Intl (CCI) | 0.9 | $10M | 105k | 96.49 | |
| Interpublic Group of Companies (IPG) | 0.9 | $9.5M | 341k | 27.91 | |
| Datadog Cl A Com (DDOG) | 0.8 | $9.0M | 63k | 142.40 | |
| Palo Alto Networks (PANW) | 0.8 | $8.7M | 43k | 203.62 | |
| Western Digital (WDC) | 0.8 | $8.6M | 72k | 120.06 | |
| Etsy (ETSY) | 0.8 | $8.3M | 126k | 66.39 | |
| Six Flags Entertainment Corp (FUN) | 0.7 | $8.1M | 356k | 22.72 | |
| Applovin Corp Com Cl A (APP) | 0.7 | $7.9M | 11k | 718.54 | |
| Elastic N V Ord Shs (ESTC) | 0.7 | $7.5M | 89k | 84.49 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.6 | $6.8M | 72k | 94.81 | |
| Confluent Class A Com (CFLT) | 0.6 | $6.5M | 329k | 19.80 | |
| Gartner (IT) | 0.6 | $6.4M | 24k | 262.87 | |
| Fiserv (FI) | 0.6 | $6.1M | 48k | 128.93 | |
| Genpact SHS (G) | 0.6 | $6.0M | 143k | 41.89 | |
| Twilio Cl A (TWLO) | 0.5 | $5.7M | 57k | 100.09 | |
| Synopsys (SNPS) | 0.5 | $5.6M | 11k | 493.39 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $5.5M | 30k | 183.73 | |
| Sportradar Group Class A Ord Shs (SRAD) | 0.5 | $5.4M | 201k | 26.90 | |
| Advanced Energy Industries (AEIS) | 0.5 | $5.2M | 31k | 170.14 | |
| Epam Systems (EPAM) | 0.5 | $5.1M | 34k | 150.79 | |
| Globant S A (GLOB) | 0.5 | $4.9M | 85k | 57.38 | |
| Sandisk Corp (SNDK) | 0.5 | $4.9M | 43k | 112.20 | |
| Carvana Cl A (CVNA) | 0.4 | $4.8M | 13k | 377.24 | |
| Global Payments (GPN) | 0.4 | $4.7M | 57k | 83.08 | |
| Mobileye Global Common Class A (MBLY) | 0.4 | $4.6M | 328k | 14.12 | |
| Innoviz Technologies SHS (INVZ) | 0.4 | $4.5M | 2.2M | 2.04 | |
| Apple (AAPL) | 0.4 | $4.4M | 17k | 254.63 | |
| MKS Instruments (MKSI) | 0.4 | $4.2M | 34k | 123.77 | |
| FormFactor (FORM) | 0.4 | $4.1M | 114k | 36.42 | |
| Arrow Electronics (ARW) | 0.4 | $3.8M | 32k | 121.00 | |
| Trimble Navigation (TRMB) | 0.3 | $3.6M | 44k | 81.65 | |
| Reddit Cl A (RDDT) | 0.3 | $3.3M | 14k | 229.99 | |
| Gitlab Class A Com (GTLB) | 0.3 | $3.2M | 72k | 45.08 | |
| Draftkings Com Cl A (DKNG) | 0.3 | $2.9M | 78k | 37.40 | |
| Ionq Inc Pipe (IONQ) | 0.2 | $2.2M | 35k | 61.50 | |
| Archer Aviation Com Cl A (ACHR) | 0.2 | $1.9M | 200k | 9.58 | |
| Sanmina (SANM) | 0.2 | $1.7M | 15k | 115.11 | |
| Enovix Corp (ENVX) | 0.1 | $1.5M | 155k | 9.97 | |
| Teradata Corporation (TDC) | 0.1 | $1.5M | 70k | 21.51 |
