13F HOLDINGS REPORT
SORA INVESTORS LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001214659-25-007839
Total Value
$825.3M
Positions
66
Other Managers
0
Confidential Omitted
No
Holdings (66)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 374,029 | $31.8M | 3.85% |
| 2 | MICROSOFT CORP | MSFT | 78,575 | $29.5M | 3.57% |
| 3 | ASML HOLDING N V | ASMLF | 43,520 | $28.8M | 3.49% |
| 4 | AMAZON COM INC | AMZN | 140,002 | $26.6M | 3.23% |
| 5 | AMERICAN TOWER CORP NEW | 03027X100 | 115,570 | $25.1M | 3.05% |
| 6 | FABRINET | FN | 117,031 | $23.1M | 2.80% |
| 7 | SALESFORCE INC | CRM | 85,172 | $22.9M | 2.77% |
| 8 | VISA INC | V | 64,284 | $22.5M | 2.73% |
| 9 | COMCAST CORP NEW | CCZ | 571,429 | $21.1M | 2.56% |
| 10 | WESTERN DIGITAL CORP | WDC | 509,650 | $20.6M | 2.50% |
| 11 | META PLATFORMS INC | META | 35,720 | $20.6M | 2.49% |
| 12 | EQUINIX INC | EQIX | 23,712 | $19.3M | 2.34% |
| 13 | MICROCHIP TECHNOLOGY INC. | MCHPP | 391,956 | $19.0M | 2.30% |
| 14 | LUMENTUM HLDGS INC | LITE | 304,169 | $19.0M | 2.30% |
| 15 | TRIMBLE INC | TRMB | 279,370 | $18.3M | 2.22% |
| 16 | LATTICE SEMICONDUCTOR CORP | LSCC | 344,962 | $18.1M | 2.19% |
| 17 | INTUIT | INTU | 28,573 | $17.5M | 2.13% |
| 18 | TERADYNE INC | TER | 206,412 | $17.0M | 2.07% |
| 19 | NVIDIA CORPORATION | NVDA | 150,418 | $16.3M | 1.98% |
| 20 | FIDELITY NATL INFORMATION SV | 31620M106 | 214,285 | $16.0M | 1.94% |
| 21 | CORNING INC | GLW | 330,257 | $15.1M | 1.83% |
| 22 | DAYFORCE INC | 15677J108 | 257,143 | $15.0M | 1.82% |
| 23 | CADENCE DESIGN SYSTEM INC | CDNS | 56,231 | $14.3M | 1.73% |
| 24 | TRANSUNION | TRU | 171,431 | $14.2M | 1.72% |
| 25 | ORACLE CORP | ORCL-PD | 100,000 | $14.0M | 1.69% |
| 26 | FLUTTER ENTMT PLC | G3643J108 | 58,842 | $13.0M | 1.58% |
| 27 | VERIZON COMMUNICATIONS INC | VZ | 285,714 | $13.0M | 1.57% |
| 28 | FISERV INC | FISV | 58,050 | $12.8M | 1.55% |
| 29 | UNIVERSAL DISPLAY CORP | OLED | 91,252 | $12.7M | 1.54% |
| 30 | OMNICOM GROUP INC | OMC | 150,000 | $12.4M | 1.51% |
| 31 | MERCADOLIBRE INC | MELI | 6,288 | $12.3M | 1.49% |
| 32 | GLOBANT S A | GLOB | 102,199 | $12.0M | 1.46% |
| 33 | COHERENT CORP | COHR | 181,366 | $11.8M | 1.43% |
| 34 | S&P GLOBAL INC | SPGI | 21,428 | $10.9M | 1.32% |
| 35 | MOBILEYE GLOBAL INC | MBLY | 748,571 | $10.8M | 1.31% |
| 36 | SANDISK CORP | SNDK | 222,034 | $10.6M | 1.28% |
| 37 | EPAM SYS INC | EPAM | 57,143 | $9.6M | 1.17% |
| 38 | SEMTECH CORP | SMTC | 275,472 | $9.5M | 1.15% |
| 39 | DRAFTKINGS INC NEW | DKNG | 283,575 | $9.4M | 1.14% |
| 40 | ENTEGRIS INC | ENTG | 107,092 | $9.4M | 1.14% |
| 41 | CELESTICA INC | CLS | 116,049 | $9.1M | 1.11% |
| 42 | IPG PHOTONICS CORP | IPGP | 144,182 | $9.1M | 1.10% |
| 43 | ARCHER AVIATION INC | ACHR-WT | 1,278,327 | $9.1M | 1.10% |
| 44 | LIBERTY MEDIA CORP DEL | FWONB | 100,000 | $9.0M | 1.09% |
| 45 | TKO GROUP HOLDINGS INC | TKO | 57,427 | $8.8M | 1.06% |
| 46 | JABIL INC | JBL | 58,979 | $8.0M | 0.97% |
| 47 | EXPEDIA GROUP INC | EXPE | 46,572 | $7.8M | 0.95% |
| 48 | SOLAREDGE TECHNOLOGIES INC | SEDG | 445,104 | $7.2M | 0.87% |
| 49 | CROWN CASTLE INC | CCI | 67,571 | $7.0M | 0.85% |
| 50 | ADVANCED ENERGY INDS | 007973100 | 71,725 | $6.8M | 0.83% |
| 51 | MONGODB INC | MDB | 38,000 | $6.7M | 0.81% |
| 52 | SILICON MOTION TECHNOLOGY CO | SIMO | 127,513 | $6.4M | 0.78% |
| 53 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 22,809 | $6.4M | 0.78% |
| 54 | AMBARELLA INC | AMBA | 120,680 | $6.1M | 0.74% |
| 55 | FORMFACTOR INC | FORM | 193,900 | $5.5M | 0.66% |
| 56 | ATLASSIAN CORPORATION | TEAM | 25,714 | $5.5M | 0.66% |
| 57 | IMPINJ INC | PI | 60,058 | $5.4M | 0.66% |
| 58 | AURORA INNOVATION INC | AUROW | 774,284 | $5.2M | 0.63% |
| 59 | MARQETA INC | MQ | 928,591 | $3.8M | 0.46% |
| 60 | ENDAVA PLC | DAVA | 185,716 | $3.6M | 0.44% |
| 61 | ASPEN AEROGELS INC | ASPN | 413,078 | $2.6M | 0.32% |
| 62 | CORPAY INC | CPAY | 7,143 | $2.5M | 0.30% |
| 63 | DOORDASH INC | DASH | 11,247 | $2.1M | 0.25% |
| 64 | CINEMARK HLDGS INC | CNK | 80,500 | $2.0M | 0.24% |
| 65 | APPLOVIN CORP | APP | 7,143 | $1.9M | 0.23% |
| 66 | FLUENCE ENERGY INC | FLNC | 278,571 | $1.4M | 0.16% |