Sora Investors as of Dec. 31, 2025
Portfolio Holdings for Sora Investors
Sora Investors holds 84 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.9 | $57M | 117k | 483.62 | |
| Applied Materials (AMAT) | 4.5 | $53M | 205k | 256.99 | |
| Asml Holding N V N Y Registry Shs (ASML) | 4.5 | $52M | 49k | 1069.86 | |
| Amazon (AMZN) | 4.1 | $48M | 206k | 230.82 | |
| Mastercard Incorporated Cl A (MA) | 3.6 | $41M | 72k | 570.88 | |
| NVIDIA Corporation (NVDA) | 3.3 | $38M | 203k | 186.50 | |
| Advanced Energy Industries (AEIS) | 3.2 | $37M | 176k | 209.37 | |
| S&p Global (SPGI) | 3.0 | $35M | 66k | 522.59 | |
| American Tower Reit (AMT) | 2.7 | $31M | 176k | 175.57 | |
| Equinix (EQIX) | 2.5 | $29M | 38k | 766.16 | |
| Arista Networks Com Shs (ANET) | 2.4 | $28M | 216k | 131.03 | |
| Booking Holdings (BKNG) | 2.3 | $27M | 5.0k | 5355.33 | |
| 4068594 Enphase Energy (ENPH) | 2.2 | $26M | 811k | 32.05 | |
| Semtech Corporation (SMTC) | 2.1 | $25M | 338k | 73.69 | |
| Micron Technology (MU) | 2.0 | $23M | 80k | 285.41 | |
| Synopsys (SNPS) | 1.9 | $23M | 48k | 469.72 | |
| Spotify Technology S A SHS (SPOT) | 1.8 | $21M | 37k | 580.71 | |
| Universal Display Corporation (OLED) | 1.8 | $21M | 182k | 116.78 | |
| Global Payments (GPN) | 1.7 | $20M | 253k | 77.40 | |
| Oracle Corporation (ORCL) | 1.6 | $19M | 98k | 194.91 | |
| Netflix (NFLX) | 1.6 | $19M | 200k | 93.76 | |
| Intuit (INTU) | 1.5 | $18M | 27k | 662.42 | |
| Coherent Corp (COHR) | 1.5 | $18M | 96k | 184.57 | |
| Fiserv (FI) | 1.5 | $18M | 260k | 67.17 | |
| Lattice Semiconductor (LSCC) | 1.5 | $17M | 230k | 73.58 | |
| Twilio Cl A (TWLO) | 1.4 | $17M | 116k | 142.24 | |
| Mongodb Cl A (MDB) | 1.4 | $17M | 39k | 419.69 | |
| Meta Platforms Cl A (META) | 1.4 | $16M | 25k | 660.09 | |
| Servicenow (NOW) | 1.4 | $16M | 106k | 153.19 | |
| Microchip Technology (MCHP) | 1.3 | $16M | 244k | 63.72 | |
| Verisign (VRSN) | 1.3 | $15M | 64k | 242.95 | |
| First Solar (FSLR) | 1.3 | $15M | 59k | 261.23 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.3 | $15M | 95k | 160.97 | |
| Toast Cl A (TOST) | 1.3 | $15M | 419k | 35.51 | |
| Walt Disney Company (DIS) | 1.2 | $14M | 126k | 113.77 | |
| Astera Labs (ALAB) | 1.2 | $14M | 84k | 166.36 | |
| Monolithic Power Systems (MPWR) | 1.2 | $13M | 15k | 906.36 | |
| Epam Systems (EPAM) | 1.1 | $13M | 63k | 204.88 | |
| Snowflake Com Shs (SNOW) | 1.1 | $12M | 56k | 219.36 | |
| Atlassian Corporation Cl A (TEAM) | 1.0 | $12M | 75k | 162.14 | |
| Charter Communications Inc N Cl A (CHTR) | 1.0 | $12M | 58k | 208.75 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 1.0 | $12M | 128k | 92.70 | |
| Sunrun (RUN) | 1.0 | $12M | 634k | 18.40 | |
| Ambarella SHS (AMBA) | 1.0 | $12M | 163k | 70.84 | |
| Uber Technologies (UBER) | 0.9 | $11M | 129k | 81.71 | |
| Reddit Cl A (RDDT) | 0.8 | $9.0M | 39k | 229.87 | |
| Flex Ord (FLEX) | 0.7 | $7.6M | 126k | 60.42 | |
| Palo Alto Networks (PANW) | 0.6 | $7.3M | 40k | 184.20 | |
| Sandisk Corp (SNDK) | 0.6 | $7.0M | 29k | 237.38 | |
| Apple (AAPL) | 0.6 | $6.9M | 25k | 271.86 | |
| Hubspot (HUBS) | 0.6 | $6.5M | 16k | 401.30 | |
| Omni (OMC) | 0.5 | $5.9M | 73k | 80.75 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $5.8M | 22k | 268.30 | |
| Elastic N V Ord Shs (ESTC) | 0.5 | $5.8M | 76k | 75.44 | |
| Te Connectivity Ord Shs (TEL) | 0.5 | $5.8M | 25k | 227.51 | |
| Globant S A (GLOB) | 0.5 | $5.6M | 86k | 65.37 | |
| Western Digital (WDC) | 0.5 | $5.2M | 30k | 172.27 | |
| Fabrinet SHS (FN) | 0.4 | $4.6M | 10k | 455.28 | |
| Iron Mountain (IRM) | 0.3 | $3.9M | 47k | 82.95 | |
| Duolingo Cl A Com (DUOL) | 0.3 | $3.7M | 21k | 175.50 | |
| Remitly Global (RELY) | 0.3 | $3.6M | 260k | 13.80 | |
| Globalfoundries Ordinary Shares (GFS) | 0.3 | $3.5M | 101k | 34.92 | |
| FormFactor (FORM) | 0.3 | $3.4M | 61k | 55.78 | |
| Sba Communications Corp Cl A (SBAC) | 0.3 | $3.1M | 16k | 193.43 | |
| Crown Castle Intl (CCI) | 0.2 | $2.9M | 33k | 88.87 | |
| Autodesk (ADSK) | 0.2 | $2.5M | 8.6k | 296.01 | |
| Jabil Circuit (JBL) | 0.2 | $2.5M | 11k | 228.02 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $2.5M | 10k | 242.82 | |
| Archer Aviation Com Cl A (ACHR) | 0.2 | $2.4M | 324k | 7.52 | |
| At&t (T) | 0.2 | $2.3M | 94k | 24.84 | |
| Carvana Cl A (CVNA) | 0.2 | $2.2M | 5.3k | 422.02 | |
| Live Nation Entertainment (LYV) | 0.2 | $2.2M | 15k | 142.50 | |
| Trimble Navigation (TRMB) | 0.2 | $2.1M | 26k | 78.35 | |
| Mobileye Global Common Class A (MBLY) | 0.2 | $2.0M | 192k | 10.44 | |
| Power Integrations (POWI) | 0.2 | $2.0M | 56k | 35.54 | |
| Flutter Entmt SHS (FLUT) | 0.2 | $2.0M | 9.3k | 215.04 | |
| Gitlab Class A Com (GTLB) | 0.2 | $1.9M | 50k | 37.53 | |
| Doordash Cl A (DASH) | 0.1 | $1.7M | 7.6k | 226.48 | |
| Sanmina (SANM) | 0.1 | $1.5M | 10k | 150.07 | |
| Teradata Corporation (TDC) | 0.1 | $1.4M | 46k | 30.44 | |
| Cinemark Holdings (CNK) | 0.1 | $1.2M | 53k | 23.24 | |
| Array Technologies Com Shs (ARRY) | 0.1 | $933k | 101k | 9.22 | |
| Enovix Corp (ENVX) | 0.1 | $887k | 121k | 7.31 | |
| Innoviz Technologies SHS (INVZ) | 0.1 | $867k | 1.0M | 0.85 |
