13F HOLDINGS REPORT
SORA INVESTORS LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001214659-23-015135
Total Value
$446.8M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 50,000 | $21.7M | 4.87% |
| 2 | MICROSOFT CORP | MSFT | 65,000 | $20.5M | 4.59% |
| 3 | ANALOG DEVICES INC | ADI | 115,000 | $20.1M | 4.51% |
| 4 | VISA INC | V | 87,000 | $20.0M | 4.48% |
| 5 | GLOBAL PMTS INC | 37940X102 | 140,000 | $16.2M | 3.62% |
| 6 | BOOKING HOLDINGS INC | BKNG | 5,100 | $15.7M | 3.52% |
| 7 | ARISTA NETWORKS INC | ANET | 85,000 | $15.6M | 3.50% |
| 8 | META PLATFORMS INC | META | 50,000 | $15.0M | 3.36% |
| 9 | WESTERN DIGITAL CORP. | WDC | 325,000 | $14.8M | 3.32% |
| 10 | FIRST SOLAR INC | FSLR | 90,000 | $14.5M | 3.25% |
| 11 | UBER TECHNOLOGIES INC | UBER | 310,000 | $14.3M | 3.19% |
| 12 | LAM RESEARCH CORP | LRCX | 22,000 | $13.8M | 3.09% |
| 13 | COMCAST CORP NEW | CCZ | 300,000 | $13.3M | 2.98% |
| 14 | VERIZON COMMUNICATIONS INC | VZ | 375,000 | $12.2M | 2.72% |
| 15 | GLOBANT S A | GLOB | 60,000 | $11.9M | 2.66% |
| 16 | AT&T INC | T-PC | 750,000 | $11.3M | 2.52% |
| 17 | MICRON TECHNOLOGY INC | MU | 165,000 | $11.2M | 2.51% |
| 18 | QUALCOMM INC | QCOM | 95,000 | $10.6M | 2.36% |
| 19 | ALPHABET INC | GOOG | 80,000 | $10.5M | 2.34% |
| 20 | ELECTRONIC ARTS INC | EA | 85,000 | $10.2M | 2.29% |
| 21 | RIVIAN AUTOMOTIVE INC | RIVN | 400,000 | $9.7M | 2.17% |
| 22 | AUTOMATIC DATA PROCESSING IN | ADP | 40,000 | $9.6M | 2.15% |
| 23 | WESTERN UN CO | WU | 700,000 | $9.2M | 2.06% |
| 24 | IMPINJ INC | PI | 165,000 | $9.1M | 2.03% |
| 25 | MARVELL TECHNOLOGY INC | MRVL | 150,000 | $8.1M | 1.82% |
| 26 | FORMFACTOR INC | FORM | 225,000 | $7.9M | 1.76% |
| 27 | ADVANCED MICRO DEVICES INC | AMD | 70,000 | $7.2M | 1.61% |
| 28 | CIENA CORP | CIEN | 150,000 | $7.1M | 1.59% |
| 29 | KLA CORP | KLAC | 15,000 | $6.9M | 1.54% |
| 30 | CALIX INC | CALX | 150,000 | $6.9M | 1.54% |
| 31 | BILL HOLDINGS INC | BILL | 62,332 | $6.8M | 1.51% |
| 32 | BLOCK INC | BSQKZ | 152,000 | $6.7M | 1.51% |
| 33 | F5 INC | FFIV | 40,000 | $6.4M | 1.44% |
| 34 | DISNEY WALT CO | 254687106 | 70,000 | $5.7M | 1.27% |
| 35 | DOORDASH INC | DASH | 67,000 | $5.3M | 1.19% |
| 36 | EBAY INC. | EBAY | 120,000 | $5.3M | 1.18% |
| 37 | WEX INC | WEX | 25,000 | $4.7M | 1.05% |
| 38 | UNIVERSAL DISPLAY CORP | OLED | 25,000 | $3.9M | 0.88% |
| 39 | ENOVIX CORPORATION | ENVX | 300,000 | $3.8M | 0.84% |
| 40 | FLUENCE ENERGY INC | FLNC | 140,000 | $3.2M | 0.72% |
| 41 | THE TRADE DESK INC | 88339J105 | 37,500 | $2.9M | 0.66% |
| 42 | MOBILEYE GLOBAL INC | MBLY | 70,000 | $2.9M | 0.65% |
| 43 | WARNER BROS DISCOVERY INC | WBD | 250,000 | $2.7M | 0.61% |
| 44 | ROKU INC | ROKU | 33,000 | $2.3M | 0.52% |
| 45 | ARRAY TECHNOLOGIES INC | ARRY | 100,000 | $2.2M | 0.50% |
| 46 | ASPEN AEROGELS INC | ASPN | 250,000 | $2.1M | 0.48% |
| 47 | MATCH GROUP INC NEW | MTCH | 52,000 | $2.0M | 0.46% |
| 48 | PINTEREST INC | PINS | 70,000 | $1.9M | 0.42% |
| 49 | AURORA INNOVATION INC | AUROW | 300,000 | $705,000 | 0.16% |