Q1 2025 · 13F-HR
SORA INVESTORS LLCholdings as filed
Filed 2025-05-15 · accession 0001214659-25-007839
$825.3M
Reported value
66
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $31.8M | 3.85% | 374,029 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $29.5M | 3.57% | 78,575 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $28.8M | 3.49% | 43,520 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $26.6M | 3.23% | 140,002 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORP NEW | $25.1M | 3.05% | 115,570 | Common | SOLE |
| G3323L100 | FN | FABRINET | $23.1M | 2.80% | 117,031 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $22.9M | 2.77% | 85,172 | Common | SOLE |
| 92826C839 | V | VISA INC | $22.5M | 2.73% | 64,284 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $21.1M | 2.56% | 571,429 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $20.6M | 2.50% | 509,650 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $20.6M | 2.49% | 35,720 | Common | SOLE |
| 29444U700 | EQIX | EQUINIX INC | $19.3M | 2.34% | 23,712 | Common | SOLE |
| 595017104 | MCHP | MICROCHIP TECHNOLOGY INC. | $19.0M | 2.30% | 391,956 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $19.0M | 2.30% | 304,169 | Common | SOLE |
| 896239100 | TRMB | TRIMBLE INC | $18.3M | 2.22% | 279,370 | Common | SOLE |
| 518415104 | LSCC | LATTICE SEMICONDUCTOR CORP | $18.1M | 2.19% | 344,962 | Common | SOLE |
| 461202103 | INTU | INTUIT | $17.5M | 2.13% | 28,573 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $17.0M | 2.07% | 206,412 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $16.3M | 1.98% | 150,418 | Common | SOLE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SV | $16.0M | 1.94% | 214,285 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $15.1M | 1.83% | 330,257 | Common | SOLE |
| 15677J108 | DAY | DAYFORCE INC | $15.0M | 1.82% | 257,143 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $14.3M | 1.73% | 56,231 | Common | SOLE |
| 89400J107 | TRU | TRANSUNION | $14.2M | 1.72% | 171,431 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $14.0M | 1.69% | 100,000 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $13.0M | 1.58% | 58,842 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $13.0M | 1.57% | 285,714 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $12.8M | 1.55% | 58,050 | Common | SOLE |
| 91347P105 | OLED | UNIVERSAL DISPLAY CORP | $12.7M | 1.54% | 91,252 | Common | SOLE |
| 681919106 | OMC | OMNICOM GROUP INC | $12.4M | 1.51% | 150,000 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $12.3M | 1.49% | 6,288 | Common | SOLE |
| L44385109 | GLOB | GLOBANT S A | $12.0M | 1.46% | 102,199 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $11.8M | 1.43% | 181,366 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $10.9M | 1.32% | 21,428 | Common | SOLE |
| 60741F104 | MBLY | MOBILEYE GLOBAL INC | $10.8M | 1.31% | 748,571 | Common | SOLE |
| 80004C200 | SNDK | SANDISK CORP | $10.6M | 1.28% | 222,034 | Common | SOLE |
| 29414B104 | EPAM | EPAM SYS INC | $9.6M | 1.17% | 57,143 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $9.5M | 1.15% | 275,472 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $9.4M | 1.14% | 283,575 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $9.4M | 1.14% | 107,092 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $9.1M | 1.11% | 116,049 | Common | SOLE |
| 44980X109 | IPGP | IPG PHOTONICS CORP | $9.1M | 1.10% | 144,182 | Common | SOLE |
| 03945R102 | ACHR | ARCHER AVIATION INC | $9.1M | 1.10% | 1,278,327 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $9.0M | 1.09% | 100,000 | Common | SOLE |
| 87256C101 | TKO | TKO GROUP HOLDINGS INC | $8.8M | 1.06% | 57,427 | Common | SOLE |
| 466313103 | JBL | JABIL INC | $8.0M | 0.97% | 58,979 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $7.8M | 0.95% | 46,572 | Common | SOLE |
| 83417M104 | SEDG | SOLAREDGE TECHNOLOGIES INC | $7.2M | 0.87% | 445,104 | Common | SOLE |
| 22822V101 | CCI | CROWN CASTLE INC | $7.0M | 0.85% | 67,571 | Common | SOLE |
| 007973100 | AEIS | ADVANCED ENERGY INDS | $6.8M | 0.83% | 71,725 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $6.7M | 0.81% | 38,000 | Common | SOLE |
| 82706C108 | SIMO | SILICON MOTION TECHNOLOGY CO | $6.4M | 0.78% | 127,513 | Common | SOLE |
| 989207105 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $6.4M | 0.78% | 22,809 | Common | SOLE |
| G037AX101 | AMBA | AMBARELLA INC | $6.1M | 0.74% | 120,680 | Common | SOLE |
| 346375108 | FORM | FORMFACTOR INC | $5.5M | 0.66% | 193,900 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $5.5M | 0.66% | 25,714 | Common | SOLE |
| 453204109 | PI | IMPINJ INC | $5.4M | 0.66% | 60,058 | Common | SOLE |
| 051774107 | AUR | AURORA INNOVATION INC | $5.2M | 0.63% | 774,284 | Common | SOLE |
| 57142B104 | MQ | MARQETA INC | $3.8M | 0.46% | 928,591 | Common | SOLE |
| 29260V105 | DAVA | ENDAVA PLC | $3.6M | 0.44% | 185,716 | Common | SOLE |
| 04523Y105 | ASPN | ASPEN AEROGELS INC | $2.6M | 0.32% | 413,078 | Common | SOLE |
| 219948106 | CPAY | CORPAY INC | $2.5M | 0.30% | 7,143 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $2.1M | 0.25% | 11,247 | Common | SOLE |
| 17243V102 | CNK | CINEMARK HLDGS INC | $2.0M | 0.24% | 80,500 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $1.9M | 0.23% | 7,143 | Common | SOLE |
| 34379V103 | FLNC | FLUENCE ENERGY INC | $1.4M | 0.16% | 278,571 | 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.