Investor Details
| Filer Name: | SORA INVESTORS LLC |
|---|---|
| CIK: | 1894532 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 66 |
| Portfolio Value: | $0.90B |
Sora Investors Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| MSFT | US | MICROSOFT CORP | 91,673 | $39M | 4.29% | 52.8% | - |
| AMZN | US | AMAZON.COM INC | 157,146 | $34M | 3.83% | 100.0% | - |
| EQIX | US | EQUINIX INC | 35,349 | $33M | 3.70% | 76.7% | - |
| MCHP | US | MICROCHIP TECHNOLOGY INC | 578,334 | $33M | 3.68% | 118.2% | - |
| ASML | US | ASML HOLDING NV-NY REG SHS | 46,784 | $32M | 3.60% | 133.9% | - |
| TRMB | US | TRIMBLE INC | 448,887 | $32M | 3.52% | 23.0% | - |
| DKNG | US | DRAFTKINGS INC-CL A | 738,149 | $27M | 3.05% | 1359.2% | - |
| WDC | US | WESTERN DIGITAL CORP | 445,255 | $27M | 2.95% | 11.3% | - |
| V | US | VISA INC-CLASS A SHARES | 84,017 | $27M | 2.95% | 5.0% | - |
| AMBA | US | AMBARELLA INC | 353,372 | $26M | 2.85% | 91.0% | - |
| FSLR | US | FIRST SOLAR INC | 132,191 | $23M | 2.59% | 100.0% | - |
| EPAM | US | EPAM SYSTEMS INC | 93,337 | $22M | 2.42% | 833.4% | - |
| AMT | US | AMERICAN TOWER CORP | 113,829 | $21M | 2.32% | 100.0% | - |
| LSCC | US | LATTICE SEMICONDUCTOR CORP | 349,524 | $20M | 2.20% | 100.0% | - |
| FI | US | FISERV INC | 95,863 | $20M | 2.19% | 111.8% | - |
| DASH | US | DOORDASH INC - A | 117,304 | $20M | 2.18% | 100.0% | - |
| TER | US | TERADYNE INC | 150,714 | $19M | 2.11% | 276.8% | - |
| CRM | US | SALESFORCE INC | 56,001 | $19M | 2.08% | 86.7% | - |
| NVDA | US | NVIDIA CORP | 132,856 | $18M | 1.98% | -11.4% | - |
| COHR | US | COHERENT CORP | 183,186 | $17M | 1.93% | 66.5% | - |