13F HOLDINGS REPORT
SORA INVESTORS LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001214659-25-002850
Total Value
$900.6M
Positions
66
Other Managers
0
Confidential Omitted
No
Holdings (66)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 91,673 | $38.6M | 4.29% |
| 2 | AMAZON COM INC | AMZN | 157,146 | $34.5M | 3.83% |
| 3 | EQUINIX INC | EQIX | 35,349 | $33.3M | 3.70% |
| 4 | MICROCHIP TECHNOLOGY INC. | MCHPP | 578,334 | $33.2M | 3.68% |
| 5 | ASML HOLDING N V | ASMLF | 46,784 | $32.4M | 3.60% |
| 6 | TRIMBLE INC | TRMB | 448,887 | $31.7M | 3.52% |
| 7 | DRAFTKINGS INC NEW | DKNG | 738,149 | $27.5M | 3.05% |
| 8 | VISA INC | V | 84,017 | $26.6M | 2.95% |
| 9 | WESTERN DIGITAL CORP | WDC | 445,255 | $26.6M | 2.95% |
| 10 | AMBARELLA INC | AMBA | 353,372 | $25.7M | 2.85% |
| 11 | FIRST SOLAR INC | FSLR | 132,191 | $23.3M | 2.59% |
| 12 | EPAM SYS INC | EPAM | 93,337 | $21.8M | 2.42% |
| 13 | AMERICAN TOWER CORP NEW | 03027X100 | 113,829 | $20.9M | 2.32% |
| 14 | LATTICE SEMICONDUCTOR CORP | LSCC | 349,524 | $19.8M | 2.20% |
| 15 | FISERV INC | FISV | 95,863 | $19.7M | 2.19% |
| 16 | DOORDASH INC | DASH | 117,304 | $19.7M | 2.18% |
| 17 | TERADYNE INC | TER | 150,714 | $19.0M | 2.11% |
| 18 | SALESFORCE INC | CRM | 56,001 | $18.7M | 2.08% |
| 19 | NVIDIA CORPORATION | NVDA | 132,856 | $17.8M | 1.98% |
| 20 | COHERENT CORP | COHR | 183,186 | $17.4M | 1.93% |
| 21 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 88,167 | $16.2M | 1.80% |
| 22 | CHARTER COMMUNICATIONS INC N | 16119P108 | 46,714 | $16.0M | 1.78% |
| 23 | FORMFACTOR INC | FORM | 354,740 | $15.6M | 1.73% |
| 24 | ADVANCED ENERGY INDS | 007973100 | 132,114 | $15.3M | 1.70% |
| 25 | GLOBANT S A | GLOB | 68,562 | $14.7M | 1.63% |
| 26 | COMCAST CORP NEW | CCZ | 386,799 | $14.5M | 1.61% |
| 27 | UBER TECHNOLOGIES INC | UBER | 231,929 | $14.0M | 1.55% |
| 28 | TRANSUNION | TRU | 142,863 | $13.2M | 1.47% |
| 29 | META PLATFORMS INC | META | 22,599 | $13.2M | 1.47% |
| 30 | MONGODB INC | MDB | 54,380 | $12.7M | 1.41% |
| 31 | FLUTTER ENTMT PLC | G3643J108 | 47,528 | $12.3M | 1.36% |
| 32 | AUTOMATIC DATA PROCESSING IN | ADP | 41,840 | $12.2M | 1.36% |
| 33 | IPG PHOTONICS CORP | IPGP | 165,611 | $12.0M | 1.34% |
| 34 | TKO GROUP HOLDINGS INC | TKO | 83,094 | $11.8M | 1.31% |
| 35 | BLOCK INC | BSQKZ | 135,713 | $11.5M | 1.28% |
| 36 | DIGITAL RLTY TR INC | 253868103 | 64,127 | $11.4M | 1.26% |
| 37 | UNIVERSAL DISPLAY CORP | OLED | 77,578 | $11.3M | 1.26% |
| 38 | HUBSPOT INC | HUBS | 15,689 | $10.9M | 1.21% |
| 39 | ADOBE INC | ADBE | 24,047 | $10.7M | 1.19% |
| 40 | LIBERTY MEDIA CORP DEL | FWONB | 109,683 | $10.2M | 1.13% |
| 41 | T-MOBILE US INC | TMUSZ | 44,700 | $9.9M | 1.10% |
| 42 | LUMENTUM HLDGS INC | LITE | 111,428 | $9.4M | 1.04% |
| 43 | SERVICENOW INC | NOW | 8,577 | $9.1M | 1.01% |
| 44 | DATADOG INC | DDOG | 60,673 | $8.7M | 0.96% |
| 45 | NETFLIX INC | NFLX | 8,548 | $7.6M | 0.85% |
| 46 | MERCADOLIBRE INC | MELI | 4,288 | $7.3M | 0.81% |
| 47 | ATLASSIAN CORPORATION | TEAM | 29,635 | $7.2M | 0.80% |
| 48 | ENTEGRIS INC | ENTG | 71,428 | $7.1M | 0.79% |
| 49 | ARCHER AVIATION INC | ACHR-WT | 714,285 | $7.0M | 0.77% |
| 50 | ASPEN AEROGELS INC | ASPN | 487,245 | $5.8M | 0.64% |
| 51 | REDDIT INC | RDDT | 31,375 | $5.1M | 0.57% |
| 52 | CINEMARK HLDGS INC | CNK | 160,899 | $5.0M | 0.55% |
| 53 | ENDAVA PLC | DAVA | 155,394 | $4.8M | 0.53% |
| 54 | NU HLDGS LTD | NU | 428,570 | $4.4M | 0.49% |
| 55 | FLUENCE ENERGY INC | FLNC | 278,571 | $4.4M | 0.49% |
| 56 | MARQETA INC | MQ | 1,040,749 | $3.9M | 0.44% |
| 57 | S&P GLOBAL INC | SPGI | 7,143 | $3.6M | 0.40% |
| 58 | MOODYS CORP | MCO | 7,143 | $3.4M | 0.38% |
| 59 | DYNATRACE INC | DT | 57,147 | $3.1M | 0.34% |
| 60 | MAPLEBEAR INC | CART | 74,981 | $3.1M | 0.34% |
| 61 | SHIFT4 PMTS INC | 82452J109 | 28,571 | $3.0M | 0.33% |
| 62 | FLEX LTD | FLEX | 73,815 | $2.8M | 0.31% |
| 63 | CORPAY INC | CPAY | 7,143 | $2.4M | 0.27% |
| 64 | MONDAY COM LTD | MNDY | 10,090 | $2.4M | 0.26% |
| 65 | AFFIRM HLDGS INC | AFRM | 18,750 | $1.1M | 0.13% |
| 66 | ENOVIX CORPORATION | ENVX | 99,999 | $1.1M | 0.12% |