13F HOLDINGS REPORT
SORA INVESTORS LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001214659-23-002422
Total Value
$289.9M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JUNIPER NETWORKS INC | 48203R104 | 900,000 | $28.8M | 9.92% |
| 2 | SOLAREDGE TECHNOLOGIES INC | SEDG | 55,000 | $15.6M | 5.37% |
| 3 | CIENA CORP | CIEN | 300,000 | $15.3M | 5.27% |
| 4 | MICROCHIP TECHNOLOGY INC. | MCHPP | 200,000 | $14.1M | 4.85% |
| 5 | NVIDIA CORPORATION | NVDA | 95,000 | $13.9M | 4.79% |
| 6 | TEXAS INSTRS INC | 882508104 | 75,000 | $12.4M | 4.27% |
| 7 | CISCO SYS INC | CSCO | 250,000 | $11.9M | 4.11% |
| 8 | CHARTER COMMUNICATIONS INC N | 16119P108 | 34,300 | $11.6M | 4.01% |
| 9 | KLA CORP | KLAC | 30,000 | $11.3M | 3.90% |
| 10 | QUALCOMM INC | QCOM | 100,000 | $11.0M | 3.79% |
| 11 | VISA INC | V | 50,000 | $10.4M | 3.58% |
| 12 | DELL TECHNOLOGIES INC | DELL | 250,000 | $10.1M | 3.47% |
| 13 | ADVANCED MICRO DEVICES INC | AMD | 150,000 | $9.7M | 3.35% |
| 14 | ALPHABET INC | GOOG | 107,000 | $9.4M | 3.26% |
| 15 | META PLATFORMS INC | META | 78,000 | $9.4M | 3.24% |
| 16 | ON SEMICONDUCTOR CORP | ON | 150,000 | $9.4M | 3.23% |
| 17 | FISERV INC | FISV | 85,000 | $8.6M | 2.96% |
| 18 | SUNRUN INC | RUN | 350,000 | $8.4M | 2.90% |
| 19 | GLOBAL PMTS INC | 37940X102 | 67,200 | $6.7M | 2.30% |
| 20 | UBER TECHNOLOGIES INC | UBER | 260,000 | $6.4M | 2.22% |
| 21 | FLEETCOR TECHNOLOGIES INC | 339041105 | 34,100 | $6.3M | 2.16% |
| 22 | NETFLIX INC | NFLX | 20,500 | $6.0M | 2.08% |
| 23 | CIRRUS LOGIC INC | CRUS | 80,000 | $6.0M | 2.06% |
| 24 | T-MOBILE US INC | TMUSZ | 41,000 | $5.7M | 1.98% |
| 25 | PAYPAL HLDGS INC | PYPL | 75,000 | $5.3M | 1.84% |
| 26 | FISKER INC | 33813J106 | 600,000 | $4.4M | 1.50% |
| 27 | ACCENTURE PLC IRELAND | ACN | 16,200 | $4.3M | 1.49% |
| 28 | PURE STORAGE INC | 74624M102 | 150,000 | $4.0M | 1.38% |
| 29 | BLOCK INC | BSQKZ | 47,000 | $3.0M | 1.02% |
| 30 | TOAST INC | TOST | 137,000 | $2.5M | 0.85% |
| 31 | FLYWIRE CORPORATION | FLYW | 76,000 | $1.9M | 0.64% |
| 32 | RIVIAN AUTOMOTIVE INC | RIVN | 100,000 | $1.8M | 0.64% |
| 33 | SUNNOVA ENERGY INTL INC. | 86745K104 | 100,000 | $1.8M | 0.62% |
| 34 | REMITLY GLOBAL INC | RELY | 125,000 | $1.4M | 0.49% |
| 35 | DLOCAL LTD | DLO | 82,000 | $1.3M | 0.44% |