13F HOLDINGS REPORT
SORA INVESTORS LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001214659-24-014693
Total Value
$542.8M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WESTERN DIGITAL CORP. | WDC | 500,000 | $37.9M | 6.98% |
| 2 | AMAZON COM INC | AMZN | 135,000 | $26.1M | 4.81% |
| 3 | UNIVERSAL DISPLAY CORP | OLED | 115,000 | $24.2M | 4.45% |
| 4 | VISA INC | V | 90,000 | $23.6M | 4.35% |
| 5 | META PLATFORMS INC | META | 37,500 | $18.9M | 3.48% |
| 6 | AUTOMATIC DATA PROCESSING IN | ADP | 75,000 | $17.9M | 3.30% |
| 7 | MICROSOFT CORP | MSFT | 40,000 | $17.9M | 3.29% |
| 8 | LUMENTUM HLDGS INC | LITE | 350,000 | $17.8M | 3.28% |
| 9 | HP INC | HPQ | 500,000 | $17.5M | 3.23% |
| 10 | MARVELL TECHNOLOGY INC | MRVL | 250,000 | $17.5M | 3.22% |
| 11 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 55,000 | $17.0M | 3.13% |
| 12 | SALESFORCE INC | CRM | 65,000 | $16.7M | 3.08% |
| 13 | AMERICAN TOWER CORP NEW | 03027X100 | 82,000 | $15.9M | 2.94% |
| 14 | GLOBANT S A | GLOB | 86,825 | $15.5M | 2.85% |
| 15 | ASML HOLDING N V | ASMLF | 15,000 | $15.3M | 2.83% |
| 16 | TRANSUNION | TRU | 200,000 | $14.8M | 2.73% |
| 17 | ADVANCED MICRO DEVICES INC | AMD | 75,000 | $12.2M | 2.24% |
| 18 | IPG PHOTONICS CORP | IPGP | 140,000 | $11.8M | 2.18% |
| 19 | MASTERCARD INCORPORATED | MA | 25,000 | $11.0M | 2.03% |
| 20 | SBA COMMUNICATIONS CORP NEW | SBAC | 55,000 | $10.8M | 1.99% |
| 21 | GLOBAL PMTS INC | 37940X102 | 105,000 | $10.2M | 1.87% |
| 22 | ORACLE CORP | ORCL-PD | 70,000 | $9.9M | 1.82% |
| 23 | CIENA CORP | CIEN | 200,000 | $9.6M | 1.78% |
| 24 | MICROCHIP TECHNOLOGY INC. | MCHPP | 100,000 | $9.2M | 1.69% |
| 25 | AMBARELLA INC | AMBA | 155,000 | $8.4M | 1.54% |
| 26 | FORMFACTOR INC | FORM | 135,000 | $8.2M | 1.51% |
| 27 | BLOCK INC | BSQKZ | 125,000 | $8.1M | 1.49% |
| 28 | SERVICENOW INC | NOW | 10,000 | $7.9M | 1.45% |
| 29 | CORNING INC | GLW | 200,000 | $7.8M | 1.43% |
| 30 | DIGITAL RLTY TR INC | 253868103 | 50,000 | $7.6M | 1.40% |
| 31 | HUBSPOT INC | HUBS | 12,000 | $7.1M | 1.30% |
| 32 | AURORA INNOVATION INC | AUROW | 2,500,000 | $6.9M | 1.28% |
| 33 | SAMSARA INC | IOT | 200,000 | $6.7M | 1.24% |
| 34 | AT&T INC | T-PC | 350,000 | $6.7M | 1.23% |
| 35 | LYFT INC | LYFT | 450,000 | $6.3M | 1.17% |
| 36 | ENDAVA PLC | DAVA | 200,000 | $5.8M | 1.08% |
| 37 | EPAM SYS INC | EPAM | 30,000 | $5.6M | 1.04% |
| 38 | DATADOG INC | DDOG | 40,000 | $5.2M | 0.96% |
| 39 | ZUORA INC | 98983V106 | 500,000 | $5.0M | 0.91% |
| 40 | ELECTRONIC ARTS INC | EA | 35,000 | $4.9M | 0.90% |
| 41 | MONDAY COM LTD | MNDY | 20,000 | $4.8M | 0.89% |
| 42 | ENOVIX CORPORATION | ENVX | 300,000 | $4.6M | 0.85% |
| 43 | SEMTECH CORP | SMTC | 150,000 | $4.5M | 0.83% |
| 44 | EXPEDIA GROUP INC | EXPE | 35,000 | $4.4M | 0.81% |
| 45 | DAYFORCE INC | 15677J108 | 85,000 | $4.2M | 0.78% |
| 46 | APPLIED OPTOELECTRONICS INC | AAOI | 450,000 | $3.7M | 0.69% |
| 47 | SMARTSHEET INC | 83200N103 | 75,000 | $3.3M | 0.61% |
| 48 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 15,000 | $2.3M | 0.43% |
| 49 | MERCADOLIBRE INC | MELI | 1,000 | $1.6M | 0.30% |
| 50 | REMITLY GLOBAL INC | RELY | 100,000 | $1.2M | 0.22% |
| 51 | E2OPEN PARENT HOLDINGS INC | 29788T103 | 150,000 | $673,500 | 0.12% |