Sora Investors LLC Top Holdings and 13F Report (2024) → Do This Before July 30 2024 To Claim Trump’s Gift (From Wealthpin Pro) (Ad) About Sora Investors LLCInvestment ActivitySora Investors LLC has $607.99 million in total holdings as of March 31, 2024.Sora Investors LLC owns shares of 45 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 35.31% of the portfolio was purchased this quarter.About 42.34% of the portfolio was sold this quarter.This quarter, Sora Investors LLC has purchased 48 new stocks and bought additional shares in 15 stocks.Sora Investors LLC sold shares of 13 stocks and completely divested from 20 stocks this quarter.Largest Holdings Western Digital $34,120,000Amazon.com $28,860,800Fiserv $26,525,166Microsoft $25,663,920ASML $24,261,750 Largest New Holdings this Quarter Marvell Technology $17,720,000 HoldingSalesforce $15,059,000 HoldingComcast $13,005,000 HoldingIPG Photonics $12,243,150 HoldingCorning $11,536,000 Holding Largest Purchases this Quarter Marvell Technology 250,000 shares (about $17.72M)Salesforce 50,000 shares (about $15.06M)Comcast 300,000 shares (about $13.01M)IPG Photonics 135,000 shares (about $12.24M)Corning 350,000 shares (about $11.54M) Largest Sales this Quarter Flex 500,000 shares (about $14.31M)Western Digital 200,000 shares (about $13.65M)Global Payments 81,249 shares (about $10.86M)Meta Platforms 20,767 shares (about $10.08M)Mastercard 14,000 shares (about $6.74M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSora Investors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWDCWestern Digital$34,120,000$13,648,000 ▼-28.6%500,0005.6%Computer and TechnologyAMZNAmazon.com$28,860,800$4,509,500 ▼-13.5%160,0004.7%Retail/WholesaleFIFiserv$26,525,166$154,866 ▲0.6%165,9694.4%Business ServicesMSFTMicrosoft$25,663,920$2,524,320 ▲10.9%61,0004.2%Computer and TechnologyASMLASML$24,261,750$4,852,350 ▼-16.7%25,0004.0%Computer and TechnologyMAMastercard$24,078,500$6,741,980 ▼-21.9%50,0004.0%Business ServicesADPAutomatic Data Processing$23,864,655$7,381,815 ▲44.8%95,5583.9%Business ServicesMUMicron Technology$23,578,000$7,662,850 ▲48.1%200,0003.9%Computer and TechnologyTAT&T$20,240,000$2,640,000 ▲15.0%1,150,0003.3%Computer and TechnologyUBERUber Technologies$20,134,964$3,197,164 ▲18.9%261,5273.3%Computer and TechnologyORCLOracle$20,097,600$628,050 ▲3.2%160,0003.3%Computer and TechnologyTRUTransUnion$20,066,987$2,510,987 ▲14.3%251,4663.3%Business ServicesMETAMeta Platforms$19,536,340$10,084,040 ▼-34.0%40,2333.2%Computer and TechnologyCIENCiena$18,543,750$2,472,500 ▲15.4%375,0003.1%Computer and TechnologyMRVLMarvell Technology$17,720,000$17,720,000 ▲New Holding250,0002.9%Business ServicesZBRAZebra Technologies$16,579,200$1,507,200 ▲10.0%55,0002.7%Industrial ProductsGLOBGlobant$16,152,000$8,076,000 ▲100.0%80,0002.7%Computer and TechnologyEXPEExpedia Group$15,241,211$9,180,211 ▲151.5%110,6442.5%Retail/WholesaleCRMSalesforce$15,059,000$15,059,000 ▲New Holding50,0002.5%Computer and TechnologyCMCSAComcast$13,005,000$13,005,000 ▲New Holding300,0002.1%Consumer DiscretionaryIPGPIPG Photonics$12,243,150$12,243,150 ▲New Holding135,0002.0%Computer and TechnologyGLWCorning$11,536,000$11,536,000 ▲New Holding350,0001.9%Computer and TechnologyFLEXFlex$11,444,000$14,305,000 ▼-55.6%400,0001.9%Computer and TechnologyFNFabrinet$11,341,200$11,341,200 ▲New Holding60,0001.9%Computer and TechnologyWDAYWorkday$10,973,551$10,973,551 ▲New Holding40,2331.8%Computer and TechnologyOLEDUniversal Display$10,949,250$10,949,250 ▲New Holding65,0001.8%Computer and TechnologyHPQHP$10,577,000$6,044,000 ▼-36.4%350,0001.7%Computer and TechnologyRUNSunrun$9,885,000$9,885,000 ▲New Holding750,0001.6%Oils/EnergySHOPShopify$9,646,250$9,646,250 ▲New Holding125,0001.6%Computer and TechnologySQBlock$9,303,800$1,099,540 ▲13.4%110,0001.5%Business ServicesSMTCSemtech$8,247,000$4,398,400 ▼-34.8%300,0001.4%Computer and TechnologyDAVAEndava$7,608,000$7,608,000 ▲New Holding200,0001.3%Computer and TechnologySTXSeagate Technology$7,444,000$7,444,000 ▲New Holding80,0001.2%Business ServicesSNOWSnowflake$7,272,000$7,272,000 ▲New Holding45,0001.2%Computer and TechnologyLITELumentum$7,102,500$7,102,500 ▲New Holding150,0001.2%Computer and TechnologyDISWalt Disney$6,153,851$6,153,851 ▲New Holding50,2931.0%Consumer DiscretionaryGPNGlobal Payments$5,847,759$10,859,742 ▼-65.0%43,7511.0%Business ServicesAURAurora Innovation$5,640,000$3,384,000 ▲150.0%2,000,0000.9%Business ServicesCALXCalix$5,139,800$165,800 ▲3.3%155,0000.8%Computer and TechnologyTOSTToast$4,984,000$3,239,600 ▼-39.4%200,0000.8%Computer and TechnologyARRYArray Technologies$2,982,000$3,727,500 ▼-55.6%200,0000.5%Oils/EnergyBILLBILL$2,765,018$1,392,542 ▼-33.5%40,2360.5%Computer and TechnologyWEXWEX$2,389,314$2,389,314 ▲New Holding10,0590.4%Business ServicesPARAParamount Global$1,765,500$1,765,500 ▲New Holding150,0000.3%Consumer DiscretionaryETWOE2open Parent$1,417,426$358,575 ▼-20.2%319,2400.2%Computer and TechnologyQCOMQUALCOMM$0$23,863,950 ▼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$19,808,800 ▼-100.0%00.0%Computer and TechnologyFSLRFirst Solar$0$16,366,600 ▼-100.0%00.0%Oils/EnergyPIImpinj$0$14,404,800 ▼-100.0%00.0%Computer and TechnologyFORMFormFactor$0$13,555,750 ▼-100.0%00.0%Computer and TechnologyONOnsemi$0$12,529,500 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$10,895,820 ▼-100.0%00.0%Computer and TechnologyMBLYMobileye Global$0$8,664,000 ▼-100.0%00.0%Auto/Tires/TrucksMELIMercadoLibre$0$7,684,831 ▼-100.0%00.0%Retail/WholesalePAYCPaycom Software$0$7,441,920 ▼-100.0%00.0%Computer and TechnologyVVisa$0$6,899,275 ▼-100.0%00.0%Business ServicesCHTRCharter Communications$0$6,413,220 ▼-100.0%00.0%Consumer DiscretionaryFFIVF5$0$5,369,400 ▼-100.0%00.0%Computer and TechnologyRIVNRivian Automotive$0$4,692,000 ▼-100.0%00.0%Auto/Tires/TrucksMQMarqeta$0$4,537,000 ▼-100.0%00.0%Business ServicesENVXEnovix$0$3,130,000 ▼-100.0%00.0%Oils/EnergyTTWOTake-Two Interactive Software$0$2,487,482 ▼-100.0%00.0%Consumer DiscretionaryPINSPinterest$0$1,939,451 ▼-100.0%00.0%Computer and TechnologySPOTSpotify Technology$0$1,358,965 ▼-100.0%00.0%Business ServicesPCTYPaylocity$0$1,236,375 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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