Q4 2024 · 13F-HR
SORA INVESTORS LLCholdings as filed
Filed 2025-02-14 · accession 0001214659-25-002850
$900.6M
Reported value
66
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $38.6M | 4.29% | 91,673 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $34.5M | 3.83% | 157,146 | Common | SOLE |
| 29444U700 | EQIX | EQUINIX INC | $33.3M | 3.70% | 35,349 | Common | SOLE |
| 595017104 | MCHP | MICROCHIP TECHNOLOGY INC. | $33.2M | 3.68% | 578,334 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $32.4M | 3.60% | 46,784 | Common | SOLE |
| 896239100 | TRMB | TRIMBLE INC | $31.7M | 3.52% | 448,887 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $27.5M | 3.05% | 738,149 | Common | SOLE |
| 92826C839 | V | VISA INC | $26.6M | 2.95% | 84,017 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $26.6M | 2.95% | 445,255 | Common | SOLE |
| G037AX101 | AMBA | AMBARELLA INC | $25.7M | 2.85% | 353,372 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $23.3M | 2.59% | 132,191 | Common | SOLE |
| 29414B104 | EPAM | EPAM SYS INC | $21.8M | 2.42% | 93,337 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORP NEW | $20.9M | 2.32% | 113,829 | Common | SOLE |
| 518415104 | LSCC | LATTICE SEMICONDUCTOR CORP | $19.8M | 2.20% | 349,524 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $19.7M | 2.19% | 95,863 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $19.7M | 2.18% | 117,304 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $19.0M | 2.11% | 150,714 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $18.7M | 2.08% | 56,001 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $17.8M | 1.98% | 132,856 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $17.4M | 1.93% | 183,186 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $16.2M | 1.80% | 88,167 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $16.0M | 1.78% | 46,714 | Common | SOLE |
| 346375108 | FORM | FORMFACTOR INC | $15.6M | 1.73% | 354,740 | Common | SOLE |
| 007973100 | AEIS | ADVANCED ENERGY INDS | $15.3M | 1.70% | 132,114 | Common | SOLE |
| L44385109 | GLOB | GLOBANT S A | $14.7M | 1.63% | 68,562 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $14.5M | 1.61% | 386,799 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $14.0M | 1.55% | 231,929 | Common | SOLE |
| 89400J107 | TRU | TRANSUNION | $13.2M | 1.47% | 142,863 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $13.2M | 1.47% | 22,599 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $12.7M | 1.41% | 54,380 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $12.3M | 1.36% | 47,528 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $12.2M | 1.36% | 41,840 | Common | SOLE |
| 44980X109 | IPGP | IPG PHOTONICS CORP | $12.0M | 1.34% | 165,611 | Common | SOLE |
| 87256C101 | TKO | TKO GROUP HOLDINGS INC | $11.8M | 1.31% | 83,094 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $11.5M | 1.28% | 135,713 | Common | SOLE |
| 253868103 | DLR | DIGITAL RLTY TR INC | $11.4M | 1.26% | 64,127 | Common | SOLE |
| 91347P105 | OLED | UNIVERSAL DISPLAY CORP | $11.3M | 1.26% | 77,578 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $10.9M | 1.21% | 15,689 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $10.7M | 1.19% | 24,047 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $10.2M | 1.13% | 109,683 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $9.9M | 1.10% | 44,700 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $9.4M | 1.04% | 111,428 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $9.1M | 1.01% | 8,577 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $8.7M | 0.96% | 60,673 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $7.6M | 0.85% | 8,548 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $7.3M | 0.81% | 4,288 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $7.2M | 0.80% | 29,635 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $7.1M | 0.79% | 71,428 | Common | SOLE |
| 03945R102 | ACHR | ARCHER AVIATION INC | $7.0M | 0.77% | 714,285 | Common | SOLE |
| 04523Y105 | ASPN | ASPEN AEROGELS INC | $5.8M | 0.64% | 487,245 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $5.1M | 0.57% | 31,375 | Common | SOLE |
| 17243V102 | CNK | CINEMARK HLDGS INC | $5.0M | 0.55% | 160,899 | Common | SOLE |
| 29260V105 | DAVA | ENDAVA PLC | $4.8M | 0.53% | 155,394 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $4.4M | 0.49% | 428,570 | Common | SOLE |
| 34379V103 | FLNC | FLUENCE ENERGY INC | $4.4M | 0.49% | 278,571 | Common | SOLE |
| 57142B104 | MQ | MARQETA INC | $3.9M | 0.44% | 1,040,749 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $3.6M | 0.40% | 7,143 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $3.4M | 0.38% | 7,143 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $3.1M | 0.34% | 57,147 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $3.1M | 0.34% | 74,981 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $3.0M | 0.33% | 28,571 | Common | SOLE |
| Y2573F102 | FLEX | FLEX LTD | $2.8M | 0.31% | 73,815 | Common | SOLE |
| 219948106 | CPAY | CORPAY INC | $2.4M | 0.27% | 7,143 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $2.4M | 0.26% | 10,090 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $1.1M | 0.13% | 18,750 | Common | SOLE |
| 293594107 | ENVX | ENOVIX CORPORATION | $1.1M | 0.12% | 99,999 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.