Sora Investors LLC Top Holdings and 13F Report (2025) About Sora Investors LLCInvestment ActivitySora Investors LLC has $825.26 million in total holdings as of March 31, 2025.Sora Investors LLC owns shares of 66 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 41.33% of the portfolio was purchased this quarter.About 39.03% of the portfolio was sold this quarter.This quarter, Sora Investors LLC has purchased 66 new stocks and bought additional shares in 17 stocks.Sora Investors LLC sold shares of 24 stocks and completely divested from 23 stocks this quarter.Largest Holdings Seagate Technology $31,773,764Microsoft $29,496,269ASML $28,837,658Amazon.com $26,636,781American Tower $25,148,032 Largest New Holdings this Quarter G7997R103 - Seagate Technology $31,773,764 HoldingG3323L100 - Fabrinet $23,114,793 Holding461202103 - Intuit $17,543,536 Holding31620M106 - Fidelity National Information Services $16,002,804 Holding219350105 - Corning $15,119,165 Holding Largest Purchases this Quarter Seagate Technology 374,029 shares (about $31.77M)Fabrinet 117,031 shares (about $23.11M)Intuit 28,573 shares (about $17.54M)Fidelity National Information Services 214,285 shares (about $16.00M)Corning 330,257 shares (about $15.12M) Largest Sales this Quarter DOORDASH INC 106,057 shares (about $19.38M)DraftKings 454,574 shares (about $15.10M)Ambarella 232,692 shares (about $11.71M)Trimble 169,517 shares (about $11.13M)Equinix 11,637 shares (about $9.49M) 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 PortfolioSectorSTXSeagate Technology$31,773,764$31,773,764 ▲New Holding374,0293.9%Computer and TechnologyMSFTMicrosoft$29,496,269$4,916,858 ▼-14.3%78,5753.6%Computer and TechnologyASMLASML$28,837,658$2,162,824 ▼-7.0%43,5203.5%Computer and TechnologyAMZNAmazon.com$26,636,781$3,261,817 ▼-10.9%140,0023.2%Retail/WholesaleAMTAmerican Tower$25,148,032$378,842 ▲1.5%115,5703.0%FinanceFNFabrinet$23,114,793$23,114,793 ▲New Holding117,0312.8%Computer and TechnologyCRMSalesforce$22,856,758$7,828,330 ▲52.1%85,1722.8%Computer and TechnologyVVisa$22,528,971$6,915,627 ▼-23.5%64,2842.7%Business ServicesCMCSAComcast$21,085,730$6,812,847 ▲47.7%571,4292.6%Consumer DiscretionaryWDCWestern Digital$20,605,150$2,603,490 ▲14.5%509,6502.5%Computer and TechnologyMETAMeta Platforms$20,587,579$7,562,419 ▲58.1%35,7202.5%Computer and TechnologyEQIXEquinix$19,333,579$9,488,228 ▼-32.9%23,7122.3%FinanceMCHPMicrochip Technology$18,974,590$9,022,559 ▼-32.2%391,9562.3%Computer and TechnologyLITELumentum$18,961,895$12,015,474 ▲173.0%304,1692.3%Computer and TechnologyTRMBTrimble$18,340,640$11,128,791 ▼-37.8%279,3702.2%IndustrialsLSCCLattice Semiconductor$18,093,257$239,277 ▼-1.3%344,9622.2%Computer and TechnologyINTUIntuit$17,543,536$17,543,536 ▲New Holding28,5732.1%Computer and TechnologyTERTeradyne$17,049,631$4,600,655 ▲37.0%206,4122.1%Computer and TechnologyNVDANVIDIA$16,302,303$1,903,370 ▲13.2%150,4182.0%Computer and TechnologyFISFidelity National Information Services$16,002,804$16,002,804 ▲New Holding214,2851.9%Business ServicesGLWCorning$15,119,165$15,119,165 ▲New Holding330,2571.8%Computer and TechnologyCDAYCeridian HCM$14,999,151$14,999,151 ▲New Holding257,1431.8%Computer and TechnologyCDNSCadence Design Systems$14,301,230$14,301,230 ▲New Holding56,2311.7%Computer and TechnologyTRUTransUnion$14,227,059$2,370,858 ▲20.0%171,4311.7%Business ServicesORCLOracle$13,981,000$13,981,000 ▲New Holding100,0001.7%Computer and TechnologyFLUTTER ENTMT PLC$13,036,445$2,506,617 ▲23.8%58,8421.6%SHSVZVerizon Communications$12,959,987$12,959,987 ▲New Holding285,7141.6%Computer and TechnologyFIFiserv$12,819,182$8,350,245 ▼-39.4%58,0501.6%Business ServicesOLEDUniversal Display$12,727,829$1,907,250 ▲17.6%91,2521.5%Computer and TechnologyOMCOmnicom Group$12,436,500$12,436,500 ▲New Holding150,0001.5%Business ServicesMELIMercadoLibre$12,267,071$3,901,740 ▲46.6%6,2881.5%Retail/WholesaleGLOBGlobant$12,030,866$3,959,748 ▲49.1%102,1991.5%Computer and TechnologyCOHRCoherent$11,777,908$118,191 ▼-1.0%181,3661.4%Business ServicesSPGIS&P Global$10,887,567$7,258,209 ▲200.0%21,4281.3%Business ServicesMBLYMobileye Global$10,775,680$10,775,680 ▲New Holding748,5711.3%Auto/Tires/TrucksSANDISK CORP$10,571,039$10,571,039 ▲New Holding222,0341.3%COMEPAMEPAM Systems$9,648,024$6,110,995 ▼-38.8%57,1431.2%Computer and TechnologySMTCSemtech$9,476,237$9,476,237 ▲New Holding275,4721.1%Computer and TechnologyDKNGDraftKings$9,417,526$15,096,403 ▼-61.6%283,5751.1%Consumer DiscretionaryENTGEntegris$9,368,408$3,119,887 ▲49.9%107,0921.1%Computer and TechnologyCELESTICA INC$9,145,822$9,145,822 ▲New Holding116,0491.1%COMIPGPIPG Photonics$9,103,651$1,353,027 ▼-12.9%144,1821.1%Computer and TechnologyACHRArcher Aviation$9,088,905$4,010,339 ▲79.0%1,278,3271.1%AerospaceFWONKFormula One Group$9,001,000$871,567 ▼-8.8%100,0001.1%Consumer DiscretionaryTKO GROUP HOLDINGS INC$8,775,420$3,922,174 ▼-30.9%57,4271.1%CL AJBLJabil$8,025,273$8,025,273 ▲New Holding58,9791.0%Computer and TechnologyEXPEExpedia Group$7,828,753$7,828,753 ▲New Holding46,5720.9%Retail/WholesaleSEDGSolarEdge Technologies$7,201,783$7,201,783 ▲New Holding445,1040.9%EnergyCCICrown Castle$7,042,925$7,042,925 ▲New Holding67,5710.9%FinanceAEISAdvanced Energy Industries$6,836,110$5,755,676 ▼-45.7%71,7250.8%Computer and TechnologyMDBMongoDB$6,665,200$2,873,052 ▼-30.1%38,0000.8%Computer and TechnologySIMOSilicon Motion Technology$6,447,057$6,447,057 ▲New Holding127,5130.8%Computer and TechnologyZBRAZebra Technologies$6,444,911$6,444,911 ▲New Holding22,8090.8%IndustrialsAMBAAmbarella$6,073,824$11,711,388 ▼-65.8%120,6800.7%Computer and TechnologyFORMFormFactor$5,485,431$4,550,164 ▼-45.3%193,9000.7%Computer and TechnologyTEAMAtlassian$5,456,768$832,075 ▼-13.2%25,7140.7%Computer and TechnologyPIImpinj$5,447,261$5,447,261 ▲New Holding60,0580.7%Computer and TechnologyAURAurora Innovation$5,207,060$5,207,060 ▲New Holding774,2840.6%Business ServicesMQMarqeta$3,825,795$462,091 ▼-10.8%928,5910.5%Business ServicesDAVAEndava$3,623,319$591,582 ▲19.5%185,7160.4%Computer and TechnologyASPNAspen Aerogels$2,639,568$473,927 ▼-15.2%413,0780.3%ConstructionCORPAY INC$2,490,9070.0%7,1430.3%COM SHSDOORDASH INC$2,055,614$19,384,036 ▼-90.4%11,2470.2%CL ACNKCinemark$2,003,645$2,001,131 ▼-50.0%80,5000.2%Consumer DiscretionaryAPPLOVIN CORP$1,892,681$1,892,681 ▲New Holding7,1430.2%COM CL AFLNCFluence Energy$1,351,0690.0%278,5710.2%EnergyFSLRFirst Solar$0$23,297,342 ▼-100.0%00.0%EnergyTTWOTake-Two Interactive Software$0$16,229,781 ▼-100.0%00.0%Consumer DiscretionaryCHTRCharter Communications$0$16,012,158 ▼-100.0%00.0%Consumer DiscretionaryUBERUber Technologies$0$13,989,957 ▼-100.0%00.0%Computer and TechnologyADPAutomatic Data Processing$0$12,247,823 ▼-100.0%00.0%Business ServicesBLOCK INC$0$11,534,248 ▼-100.0%00.0%CL ADLRDigital Realty Trust$0$11,371,641 ▼-100.0%00.0%FinanceHUBSHubSpot$0$10,931,625 ▼-100.0%00.0%Computer and TechnologyADBEAdobe$0$10,693,220 ▼-100.0%00.0%Computer and TechnologyTMUST-Mobile US$0$9,866,631 ▼-100.0%00.0%Computer and TechnologyNOWServiceNow$0$9,092,649 ▼-100.0%00.0%Computer and TechnologyDDOGDatadog$0$8,669,565 ▼-100.0%00.0%Computer and TechnologyNFLXNetflix$0$7,619,003 ▼-100.0%00.0%Consumer DiscretionaryREDDIT INC$0$5,127,930 ▼-100.0%00.0%CL ANUNU$0$4,439,985 ▼-100.0%00.0%FinanceMCOMoody's$0$3,381,282 ▼-100.0%00.0%FinanceDTDynatrace$0$3,105,939 ▼-100.0%00.0%Computer and TechnologyMAPLEBEAR INC$0$3,105,713 ▼-100.0%00.0%COMFOURShift4 Payments$0$2,965,098 ▼-100.0%00.0%Business ServicesFLEXFlex$0$2,833,758 ▼-100.0%00.0%Computer and TechnologyMNDYmonday.com$0$2,375,590 ▼-100.0%00.0%Computer and TechnologyAFRMAffirm$0$1,141,875 ▼-100.0%00.0%Business ServicesENVXEnovix$0$1,086,989 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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