Sora Investors

Sora Investors as of March 31, 2026

Portfolio Holdings for Sora Investors

Sora Investors holds 77 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Asml Hldg Nv N Y Registry Shs (ASML) 4.5 $49M 37k 1320.83
Amazon (AMZN) 4.0 $44M 211k 208.27
Microsoft Corporation (MSFT) 3.9 $42M 114k 370.17
Advanced Energy Industries (AEIS) 3.6 $39M 120k 322.71
MKS Instruments (MKSI) 3.4 $37M 163k 229.81
Synopsys (SNPS) 3.3 $36M 92k 396.48
Intuit (INTU) 2.9 $32M 73k 432.38
Verisign (VRSN) 2.6 $29M 116k 248.36
Meta Platforms Cl A (META) 2.5 $27M 48k 572.13
S&p Global (SPGI) 2.5 $27M 64k 425.34
Monolithic Power Systems (MPWR) 2.5 $27M 25k 1093.35
Semtech Corporation (SMTC) 2.4 $27M 344k 76.89
Airbnb Com Cl A (ABNB) 2.3 $25M 201k 126.28
Cisco Systems (CSCO) 2.2 $24M 310k 77.59
Take-Two Interactive Software (TTWO) 2.2 $24M 121k 197.50
Seagate Technology Hldngs Pl Ord Shs (STX) 2.2 $24M 60k 391.76
Mastercard Incorporated Cl A (MA) 2.1 $23M 46k 499.66
Metropcs Communications (TMUS) 2.1 $23M 107k 210.03
Visa Com Cl A (V) 2.0 $22M 71k 302.24
Coherent Corp (COHR) 1.9 $21M 86k 238.21
First Solar (FSLR) 1.7 $19M 95k 197.26
Equinix (EQIX) 1.7 $19M 19k 980.24
Motorola Solutions Com New (MSI) 1.7 $18M 42k 433.97
Global Payments (GPN) 1.7 $18M 268k 67.30
Transunion (TRU) 1.6 $18M 257k 69.19
F5 Networks (FFIV) 1.6 $17M 59k 289.33
Lumentum Hldgs (LITE) 1.5 $16M 23k 702.76
Applied Materials (AMAT) 1.5 $16M 46k 341.79
Flextronics Intl Ord (FLEX) 1.4 $15M 233k 65.46
Sandisk Corp (SNDK) 1.4 $15M 24k 635.34
Astera Labs (ALAB) 1.4 $15M 136k 109.60
Coupang Cl A (CPNG) 1.4 $15M 782k 18.88
MaxLinear (MXL) 1.4 $15M 846k 17.39
Mongodb Cl A (MDB) 1.3 $14M 59k 244.77
Sunrun (RUN) 1.3 $14M 1.0M 13.56
Sba Communications Corp Cl A (SBAC) 1.2 $14M 79k 172.11
Arrow Electronics (ARW) 1.2 $13M 90k 143.41
Arm Holdings Sponsored Ads (ARM) 1.2 $13M 85k 151.28
Omni (OMC) 1.0 $11M 143k 75.31
Spotify Technology S A SHS (SPOT) 1.0 $11M 22k 484.91
Plexus (PLXS) 0.9 $10M 50k 202.54
Sea Sponsord Ads (SE) 0.9 $10M 120k 82.81
Stmicroelectronics N V Ny Registry (STM) 0.8 $8.6M 250k 34.55
Datadog Cl A Com (DDOG) 0.8 $8.5M 72k 118.05
At&t (T) 0.8 $8.5M 293k 28.99
Live Nation Entertainment (LYV) 0.8 $8.3M 54k 152.51
Uber Technologies (UBER) 0.8 $8.2M 114k 71.93
Micron Technology (MU) 0.7 $7.8M 23k 337.84
Array Technologies Com Shs (ARRY) 0.7 $7.1M 981k 7.23
Block Cl A (XYZ) 0.6 $6.9M 114k 60.18
Globalfoundries Ordinary Shares (GFS) 0.6 $6.7M 150k 44.48
Silicon Motion Technology Sponsored Adr (SIMO) 0.6 $6.5M 58k 112.29
Everpure Cl A (PSTG) 0.6 $6.4M 109k 59.04
Charter Communications Cl A (CHTR) 0.6 $6.2M 29k 215.88
Power Integrations (POWI) 0.6 $6.1M 120k 51.20
Universal Display Corporation (OLED) 0.5 $6.0M 65k 91.66
Aurora Innovation Class A Com (AUR) 0.5 $5.8M 1.4M 4.12
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.5 $5.2M 16k 337.95
Doordash Cl A (DASH) 0.4 $4.9M 32k 150.15
Archer Aviation Com Cl A (ACHR) 0.4 $4.8M 928k 5.17
Lattice Semiconductor (LSCC) 0.4 $4.6M 50k 92.76
Jabil Circuit (JBL) 0.4 $4.2M 16k 265.63
Snowflake Com Shs (SNOW) 0.4 $4.1M 27k 150.82
Toast Cl A (TOST) 0.3 $3.8M 143k 26.51
Crown Castle Intl (CCI) 0.3 $3.2M 39k 81.31
Versant Media Group Com Cl A (VSNT) 0.3 $3.2M 86k 37.02
Ambarella SHS (AMBA) 0.3 $3.0M 59k 51.48
Elastic N V Ord Shs (ESTC) 0.3 $2.8M 56k 49.99
Paycom Software (PAYC) 0.3 $2.8M 23k 121.54
Autodesk (ADSK) 0.2 $2.3M 9.5k 239.40
Teradata Corporation (TDC) 0.1 $1.2M 45k 25.63
Shoals Technologies Group In Cl A (SHLS) 0.1 $1.1M 168k 6.58
Fabrinet SHS (FN) 0.1 $782k 1.5k 521.52
Zoom Communications Cl A (ZM) 0.1 $643k 8.0k 80.39
Sanmina (SANM) 0.0 $519k 4.0k 129.64
Palo Alto Networks (PANW) 0.0 $481k 3.0k 160.32
Innoviz Technologies SHS (INVZ) 0.0 $25k 39k 0.63