Sora Investors LLC Top Holdings and 13F Report (2025) About Sora Investors LLCInvestment ActivitySora Investors LLC has $900.61 million in total holdings as of December 31, 2024.Sora Investors LLC owns shares of 66 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 56.48% of the portfolio was purchased this quarter.About 23.18% of the portfolio was sold this quarter.This quarter, Sora Investors LLC has purchased 59 new stocks and bought additional shares in 27 stocks.Sora Investors LLC sold shares of 14 stocks and completely divested from 18 stocks this quarter.Largest Holdings Microsoft $38,640,170Amazon.com $34,476,261Equinix $33,330,219Microchip Technology $33,167,455ASML $32,425,055 Largest New Holdings this Quarter Amazon.com $34,476,261 HoldingFirst Solar $23,297,342 HoldingAmerican Tower $20,877,377 HoldingLattice Semiconductor $19,800,535 HoldingDOORDASH INC $19,677,746 Holding Largest Purchases this Quarter Amazon.com 157,146 shares (about $34.48M)DraftKings 687,564 shares (about $25.58M)First Solar 132,191 shares (about $23.30M)American Tower 113,829 shares (about $20.88M)Lattice Semiconductor 349,524 shares (about $19.80M) Largest Sales this Quarter Atlassian 38,269 shares (about $9.31M)Comcast 235,620 shares (about $8.84M)Lumentum 88,572 shares (about $7.44M)Dynatrace 101,284 shares (about $5.50M)REDDIT INC 33,625 shares (about $5.50M) 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 PortfolioSectorMSFTMicrosoft$38,640,170$13,350,170 ▲52.8%91,6734.3%Computer and TechnologyAMZNAmazon.com$34,476,261$34,476,261 ▲New Holding157,1463.8%Retail/WholesaleEQIXEquinix$33,330,219$14,472,419 ▲76.7%35,3493.7%FinanceMCHPMicrochip Technology$33,167,455$17,969,705 ▲118.2%578,3343.7%Computer and TechnologyASMLASML$32,425,055$18,563,455 ▲133.9%46,7843.6%Computer and TechnologyTRMBTrimble$31,718,355$5,927,455 ▲23.0%448,8873.5%Industrial ProductsDKNGDraftKings$27,459,143$25,577,381 ▲1,359.2%738,1493.0%Consumer DiscretionaryVVisa$26,552,733$1,269,533 ▲5.0%84,0172.9%Business ServicesWDCWestern Digital$26,550,556$2,698,556 ▲11.3%445,2552.9%Computer and TechnologyAMBAAmbarella$25,704,279$12,247,379 ▲91.0%353,3722.9%Computer and TechnologyFSLRFirst Solar$23,297,342$23,297,342 ▲New Holding132,1912.6%Oils/EnergyEPAMEPAM Systems$21,824,057$19,485,857 ▲833.4%93,3372.4%Computer and TechnologyAMTAmerican Tower$20,877,377$20,877,377 ▲New Holding113,8292.3%FinanceLSCCLattice Semiconductor$19,800,535$19,800,535 ▲New Holding349,5242.2%Computer and TechnologyFIFiserv$19,692,177$10,395,073 ▲111.8%95,8632.2%Business ServicesDOORDASH INC$19,677,746$19,677,746 ▲New Holding117,3042.2%CL ATERTeradyne$18,977,907$13,941,107 ▲276.8%150,7142.1%Computer and TechnologyCRMSalesforce$18,722,814$8,692,914 ▲86.7%56,0012.1%Computer and TechnologyNVDANVIDIA$17,841,232$2,302,268 ▼-11.4%132,8562.0%Computer and TechnologyCOHRCoherent$17,353,210$6,932,910 ▲66.5%183,1861.9%Business ServicesTTWOTake-Two Interactive Software$16,229,781$3,344,181 ▲26.0%88,1671.8%Consumer DiscretionaryCHTRCharter Communications$16,012,158$16,012,158 ▲New Holding46,7141.8%Consumer DiscretionaryFORMFormFactor$15,608,560$6,808,560 ▲77.4%354,7401.7%Computer and TechnologyAEISAdvanced Energy Industries$15,276,342$10,072,992 ▲193.6%132,1141.7%Computer and TechnologyGLOBGlobant$14,701,064$308,336 ▼-2.1%68,5621.6%Computer and TechnologyCMCSAComcast$14,516,566$8,842,818 ▼-37.9%386,7991.6%Consumer DiscretionaryUBERUber Technologies$13,989,957$13,989,957 ▲New Holding231,9291.6%Computer and TechnologyTRUTransUnion$13,244,829$654,718 ▲5.2%142,8631.5%Business ServicesMETAMeta Platforms$13,231,940$4,333,359 ▼-24.7%22,5991.5%Computer and TechnologyMDBMongoDB$12,660,208$10,332,108 ▲443.8%54,3801.4%Computer and TechnologyFLUTTER ENTMT PLC$12,283,612$653,362 ▲5.6%47,5281.4%SHSADPAutomatic Data Processing$12,247,823$5,286,704 ▲75.9%41,8401.4%Business ServicesIPGPIPG Photonics$12,043,232$5,862,032 ▲94.8%165,6111.3%Computer and TechnologyTKO GROUP HOLDINGS INC$11,808,488$8,966,288 ▲315.5%83,0941.3%CL ABLOCK INC$11,534,248$11,534,248 ▲New Holding135,7131.3%CL ADLRDigital Realty Trust$11,371,641$2,814,759 ▼-19.8%64,1271.3%FinanceOLEDUniversal Display$11,341,904$6,224,904 ▲121.7%77,5781.3%Computer and TechnologyHUBSHubSpot$10,931,625$10,931,625 ▲New Holding15,6891.2%Computer and TechnologyADBEAdobe$10,693,220$10,693,220 ▲New Holding24,0471.2%Computer and TechnologyFWONKFormula One Group$10,163,227$8,865,987 ▲683.5%109,6831.1%Consumer DiscretionaryTMUST-Mobile US$9,866,631$9,866,631 ▲New Holding44,7001.1%Computer and TechnologyLITELumentum$9,354,381$7,435,620 ▼-44.3%111,4281.0%Computer and TechnologyNOWServiceNow$9,092,649$9,092,649 ▲New Holding8,5771.0%Computer and TechnologyDDOGDatadog$8,669,565$8,669,565 ▲New Holding60,6731.0%Computer and TechnologyNFLXNetflix$7,619,003$7,619,003 ▲New Holding8,5480.8%Consumer DiscretionaryMELIMercadoLibre$7,291,487$7,291,487 ▲New Holding4,2880.8%Retail/WholesaleTEAMAtlassian$7,212,566$9,313,909 ▼-56.4%29,6350.8%Computer and TechnologyENTGEntegris$7,075,658$7,075,658 ▲New Holding71,4280.8%Computer and TechnologyACHRArcher Aviation$6,964,279$4,069,319 ▼-36.9%714,2850.8%AerospaceASPNAspen Aerogels$5,788,471$4,303,471 ▲289.8%487,2450.6%ConstructionREDDIT INC$5,127,930$5,495,670 ▼-51.7%31,3750.6%CL ACNKCinemark$4,984,651$3,745,451 ▲302.2%160,8990.6%Consumer DiscretionaryDAVAEndava$4,801,675$1,378,326 ▼-22.3%155,3940.5%Computer and TechnologyNUNU$4,439,985$4,439,985 ▲New Holding428,5700.5%FinanceFLNCFluence Energy$4,423,707$4,423,707 ▲New Holding278,5710.5%Oils/EnergyMQMarqeta$3,944,439$3,944,439 ▲New Holding1,040,7490.4%Business ServicesSPGIS&P Global$3,557,428$3,557,428 ▲New Holding7,1430.4%Business ServicesMCOMoody's$3,381,282$3,381,282 ▲New Holding7,1430.4%FinanceDTDynatrace$3,105,939$5,504,785 ▼-63.9%57,1470.3%Computer and TechnologyMAPLEBEAR INC$3,105,713$3,105,713 ▲New Holding74,9810.3%COMFOURShift4 Payments$2,965,098$2,965,098 ▲New Holding28,5710.3%Business ServicesFLEXFlex$2,833,758$2,833,758 ▲New Holding73,8150.3%Computer and TechnologyCORPAY INC$2,417,334$2,417,334 ▲New Holding7,1430.3%COM SHSMNDYmonday.com$2,375,590$1,156,011 ▼-32.7%10,0900.3%Computer and TechnologyAFRMAffirm$1,141,875$3,121,125 ▼-73.2%18,7500.1%Business ServicesENVXEnovix$1,086,989$4,619,760 ▼-81.0%99,9990.1%Oils/EnergyMUMicron Technology$0$18,667,800 ▼-100.0%00.0%Computer and TechnologyMAMastercard$0$17,283,000 ▼-100.0%00.0%Business ServicesGPNGlobal Payments$0$15,363,000 ▼-100.0%00.0%Business ServicesPYPLPayPal$0$13,265,100 ▼-100.0%00.0%Computer and TechnologyCTSHCognizant Technology Solutions$0$10,480,504 ▼-100.0%00.0%Computer and TechnologySWKSSkyworks Solutions$0$8,889,300 ▼-100.0%00.0%Computer and TechnologyRUNSunrun$0$8,127,000 ▼-100.0%00.0%Oils/EnergyCELESTICA INC$0$7,668,000 ▼-100.0%00.0%COMPCTYPaylocity$0$6,535,287 ▼-100.0%00.0%Computer and TechnologyORCLOracle$0$6,475,200 ▼-100.0%00.0%Computer and TechnologyCIENCiena$0$6,159,000 ▼-100.0%00.0%Computer and TechnologyAURAurora Innovation$0$5,920,000 ▼-100.0%00.0%Business ServicesSBACSBA Communications$0$4,814,000 ▼-100.0%00.0%FinanceWEXWEX$0$4,746,190 ▼-100.0%00.0%Business ServicesSMTCSemtech$0$4,566,000 ▼-100.0%00.0%Computer and TechnologyAAOIApplied Optoelectronics$0$3,577,500 ▼-100.0%00.0%Computer and TechnologyFOXAFOX$0$3,174,750 ▼-100.0%00.0%Consumer DiscretionaryREMITLY GLOBAL INC$0$2,343,250 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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