HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 WESTERN DIGITAL CORP. |
700,000 | +375,000 | $36,659 |
| WDC | 700,000 | +375,000 | $36,659 |
| AMAZON COM INC |
185,000 | +185,000 | $28,109 |
| AMZN | 185,000 | +185,000 | $28,109 |
| FLEX LTD |
900,000 | +900,000 | $27,414 |
| FLEX | 900,000 | +900,000 | $27,414 |
| MASTERCARD INCORPORATED |
64,000 | +64,000 | $27,297 |
| MA | 64,000 | +64,000 | $27,297 |
| QUALCOMM INC |
165,000 | +70,000 | $23,864 |
| QCOM | 165,000 | +70,000 | $23,864 |
| ASML HOLDING N V |
30,000 | +30,000 | $22,708 |
| ASML | 30,000 | +30,000 | $22,708 |
| FISERV INC |
165,000 | +165,000 | $21,919 |
| FI | 165,000 | +165,000 | $21,919 |
| META PLATFORMS INC |
61,000 | +11,000 | $21,592 |
| META | 61,000 | +11,000 | $21,592 |
| MICROSOFT CORP |
55,000 | -10,000 | $20,682 |
| MSFT | 55,000 | -10,000 | $20,682 |
| NVIDIA CORPORATION |
40,000 | -10,000 | $19,809 |
| NVDA | 40,000 | -10,000 | $19,809 |
| AT&T INC |
1,000,000 | +250,000 | $16,780 |
| T | 1,000,000 | +250,000 | $16,780 |
| HP INC |
550,000 | +550,000 | $16,550 |
| HPQ | 550,000 | +550,000 | $16,550 |
| FIRST SOLAR INC |
95,000 | +5,000 | $16,367 |
| FSLR | 95,000 | +5,000 | $16,367 |
| ORACLE CORP |
155,000 | +155,000 | $16,342 |
| ORCL | 155,000 | +155,000 | $16,342 |
| GLOBAL PMTS INC |
125,000 | -15,000 | $15,875 |
| GPN | 125,000 | -15,000 | $15,875 |
| AUTOMATIC DATA PROCESSING IN |
66,000 | +26,000 | $15,376 |
| ADP | 66,000 | +26,000 | $15,376 |
| TRANSUNION |
220,000 | +220,000 | $15,116 |
| TRU | 220,000 | +220,000 | $15,116 |
| CIENA CORP |
325,000 | +175,000 | $14,628 |
| CIEN | 325,000 | +175,000 | $14,628 |
| IMPINJ INC |
160,000 | -5,000 | $14,405 |
| PI | 160,000 | -5,000 | $14,405 |
| ZEBRA TECHNOLOGIES CORPORATI |
50,000 | +50,000 | $13,666 |
| ZBRA | 50,000 | +50,000 | $13,666 |
| FORMFACTOR INC |
325,000 | +100,000 | $13,556 |
| FORM | 325,000 | +100,000 | $13,556 |
| UBER TECHNOLOGIES INC |
220,000 | -90,000 | $13,545 |
| UBER | 220,000 | -90,000 | $13,545 |
| ON SEMICONDUCTOR CORP |
150,000 | +150,000 | $12,530 |
| ON | 150,000 | +150,000 | $12,530 |
| MICRON TECHNOLOGY INC |
135,000 | -30,000 | $11,521 |
| MU | 135,000 | -30,000 | $11,521 |
| ALPHABET INC |
78,000 | -2,000 | $10,896 |
| GOOGL | 78,000 | -2,000 | $10,896 |
| SEMTECH CORP |
460,000 | +460,000 | $10,079 |
| SMTC | 460,000 | +460,000 | $10,079 |
| GLOBANT S A |
40,000 | -20,000 | $9,519 |
| GLOB | 40,000 | -20,000 | $9,519 |
| MOBILEYE GLOBAL INC |
200,000 | +130,000 | $8,664 |
| MBLY | 200,000 | +130,000 | $8,664 |
| MERCADOLIBRE INC |
4,890 | +4,890 | $7,685 |
| MELI | 4,890 | +4,890 | $7,685 |
| ARRAY TECHNOLOGIES INC |
450,000 | +350,000 | $7,560 |
| ARRY | 450,000 | +350,000 | $7,560 |
| BLOCK INC |
97,000 | -55,000 | $7,503 |
| SQ | 97,000 | -55,000 | $7,503 |
| PAYCOM SOFTWARE INC |
36,000 | +36,000 | $7,442 |
| PAYC | 36,000 | +36,000 | $7,442 |
| VISA INC |
26,500 | -60,500 | $6,899 |
| V | 26,500 | -60,500 | $6,899 |
| EXPEDIA GROUP INC |
44,000 | +44,000 | $6,679 |
| EXPE | 44,000 | +44,000 | $6,679 |
| CALIX INC |
150,000 | UNCH | $6,554 |
| CALX | 150,000 | UNCH | $6,554 |
| CHARTER COMMUNICATIONS INC N |
16,500 | +16,500 | $6,413 |
| CHTR | 16,500 | +16,500 | $6,413 |
| TOAST INC |
330,000 | +330,000 | $6,026 |
| TOST | 330,000 | +330,000 | $6,026 |
| F5 INC |
30,000 | -10,000 | $5,369 |
| FFIV | 30,000 | -10,000 | $5,369 |
| BILL HOLDINGS INC |
60,500 | -1,832 | $4,936 |
| BILL | 60,500 | -1,832 | $4,936 |
| RIVIAN AUTOMOTIVE INC |
200,000 | -200,000 | $4,692 |
| RIVN | 200,000 | -200,000 | $4,692 |
| MARQETA INC |
650,000 | +650,000 | $4,537 |
| MQ | 650,000 | +650,000 | $4,537 |
| AURORA INNOVATION INC |
800,000 | +500,000 | $3,496 |
| AUR | 800,000 | +500,000 | $3,496 |
| ENOVIX CORPORATION |
250,000 | -50,000 | $3,130 |
| ENVX | 250,000 | -50,000 | $3,130 |
| TAKE TWO INTERACTIVE SOFTWAR |
15,455 | +15,455 | $2,487 |
| TTWO | 15,455 | +15,455 | $2,487 |
| PINTEREST INC |
52,361 | -17,639 | $1,939 |
| PINS | 52,361 | -17,639 | $1,939 |
| E2OPEN PARENT HOLDINGS INC |
400,000 | +400,000 | $1,756 |
| ETWO | 400,000 | +400,000 | $1,756 |
| SPOTIFY TECHNOLOGY S A |
7,232 | +7,232 | $1,359 |
| SPOT | 7,232 | +7,232 | $1,359 |
See Full List: All Stocks Held By Sora Investors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sora Investors LLC
|
Size ($ in 1000's)
At 12/31/2023: $593,166 At 09/30/2023: $446,829 Sora Investors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sora Investors LLC 13F filings. Link to 13F filings: SEC filings |
