13F HOLDINGS REPORT
SORA INVESTORS LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001214659-23-007187
Total Value
$362.5M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | QUALCOMM INC | QCOM | 235,000 | $30.0M | 8.27% |
| 2 | JUNIPER NETWORKS INC | 48203R104 | 800,000 | $27.5M | 7.60% |
| 3 | AT&T INC | T-PC | 1,000,000 | $19.3M | 5.31% |
| 4 | META PLATFORMS INC | META | 83,000 | $17.6M | 4.85% |
| 5 | GLOBAL PMTS INC | 37940X102 | 150,000 | $15.8M | 4.35% |
| 6 | T-MOBILE US INC | TMUSZ | 105,000 | $15.2M | 4.20% |
| 7 | UBER TECHNOLOGIES INC | UBER | 450,000 | $14.3M | 3.93% |
| 8 | AUTOMATIC DATA PROCESSING IN | ADP | 64,000 | $14.2M | 3.93% |
| 9 | MARVELL TECHNOLOGY INC | MRVL | 325,000 | $14.1M | 3.88% |
| 10 | NVIDIA CORPORATION | NVDA | 45,000 | $12.5M | 3.45% |
| 11 | CORNING INC | GLW | 350,000 | $12.3M | 3.41% |
| 12 | FISERV INC | FISV | 100,000 | $11.3M | 3.12% |
| 13 | MASTERCARD INCORPORATED | MA | 31,000 | $11.3M | 3.11% |
| 14 | CIENA CORP | CIEN | 200,000 | $10.5M | 2.90% |
| 15 | AMAZON COM INC | AMZN | 100,000 | $10.3M | 2.85% |
| 16 | NETFLIX INC | NFLX | 26,000 | $9.0M | 2.48% |
| 17 | EPAM SYS INC | EPAM | 30,000 | $9.0M | 2.47% |
| 18 | PAYPAL HLDGS INC | PYPL | 115,000 | $8.7M | 2.41% |
| 19 | WARNER BROS DISCOVERY INC | WBD | 570,000 | $8.6M | 2.37% |
| 20 | MICROCHIP TECHNOLOGY INC. | MCHPP | 100,000 | $8.4M | 2.31% |
| 21 | SUNRUN INC | RUN | 400,000 | $8.1M | 2.22% |
| 22 | PURE STORAGE INC | 74624M102 | 300,000 | $7.7M | 2.11% |
| 23 | COMCAST CORP NEW | CCZ | 200,000 | $7.6M | 2.09% |
| 24 | BLOCK INC | BSQKZ | 110,000 | $7.6M | 2.08% |
| 25 | ELECTRONIC ARTS INC | EA | 60,000 | $7.2M | 1.99% |
| 26 | TOAST INC | TOST | 385,000 | $6.8M | 1.89% |
| 27 | INTEL CORP | INTC | 200,000 | $6.5M | 1.80% |
| 28 | WESTERN UN CO | WU | 575,000 | $6.4M | 1.77% |
| 29 | SOLAREDGE TECHNOLOGIES INC | SEDG | 20,000 | $6.1M | 1.68% |
| 30 | RIVIAN AUTOMOTIVE INC | RIVN | 350,000 | $5.4M | 1.49% |
| 31 | LAM RESEARCH CORP | LRCX | 10,000 | $5.3M | 1.46% |
| 32 | MARQETA INC | MQ | 880,000 | $4.0M | 1.11% |
| 33 | BILL HOLDINGS INC | BILL | 30,000 | $2.4M | 0.67% |
| 34 | SUNNOVA ENERGY INTL INC. | 86745K104 | 100,000 | $1.6M | 0.43% |