Filed: 2/14/2025ACC: 0001214659-25-002850
📋 What this filing means
SORA INVESTORS LLC filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $900.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$900.61M
Total AUM (reported)
10.72M
Total Shares
Allocation by class
COM$606.15M67.3%
CL A$114.75M12.7%
COM CL A$66.54M7.4%
SHS$40.36M4.5%
N Y REGISTRY SHS$32.43M3.6%
COM LBTY ONE S C$10.16M1.1%
CL A COM$8.67M1.0%
Portfolio Concentration
Top 3$106.45M11.8%
4–10$203.58M22.6%
11–25$275.89M30.6%
Rest$314.69M34.9%
Top 3 weight
11.8%
Top 10 weight
34.4%
Voting Authority Distribution
Total shares with voting rights: 10.72M
Sole
Full voting authority
10.72M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole66
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings66
Rows:
MICROSOFT CORP
SOLEShares91.67K
TypeSH
Market value$38.64M
4.29%
Sole
91.67K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares157.15K
TypeSH
Market value$34.48M
3.83%
Sole
157.15K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares35.35K
TypeSH
Market value$33.33M
3.70%
Sole
35.35K
Shared
0.00
None
0.00
MICROCHIP TECHNOLOGY INC.
SOLEShares578.33K
TypeSH
Market value$33.17M
3.68%
Sole
578.33K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares46.78K
TypeSH
Market value$32.43M
3.60%
Sole
46.78K
Shared
0.00
None
0.00
TRIMBLE INC
SOLEShares448.89K
TypeSH
Market value$31.72M
3.52%
Sole
448.89K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares738.15K
TypeSH
Market value$27.46M
3.05%
Sole
738.15K
Shared
0.00
None
0.00
VISA INC
SOLEShares84.02K
TypeSH
Market value$26.55M
2.95%
Sole
84.02K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares445.25K
TypeSH
Market value$26.55M
2.95%
Sole
445.25K
Shared
0.00
None
0.00
AMBARELLA INC
SOLEShares353.37K
TypeSH
Market value$25.70M
2.85%
Sole
353.37K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares132.19K
TypeSH
Market value$23.30M
2.59%
Sole
132.19K
Shared
0.00
None
0.00
EPAM SYS INC
SOLEShares93.34K
TypeSH
Market value$21.82M
2.42%
Sole
93.34K
Shared
0.00
None
0.00
AMERICAN TOWER CORP NEW
SOLEShares113.83K
TypeSH
Market value$20.88M
2.32%
Sole
113.83K
Shared
0.00
None
0.00
LATTICE SEMICONDUCTOR CORP
SOLEShares349.52K
TypeSH
Market value$19.80M
2.20%
Sole
349.52K
Shared
0.00
None
0.00
FISERV INC
SOLEShares95.86K
TypeSH
Market value$19.69M
2.19%
Sole
95.86K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares117.30K
TypeSH
Market value$19.68M
2.18%
Sole
117.30K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares150.71K
TypeSH
Market value$18.98M
2.11%
Sole
150.71K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares56K
TypeSH
Market value$18.72M
2.08%
Sole
56K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares132.86K
TypeSH
Market value$17.84M
1.98%
Sole
132.86K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares183.19K
TypeSH
Market value$17.35M
1.93%
Sole
183.19K
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares88.17K
TypeSH
Market value$16.23M
1.80%
Sole
88.17K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares46.71K
TypeSH
Market value$16.01M
1.78%
Sole
46.71K
Shared
0.00
None
0.00
FORMFACTOR INC
SOLEShares354.74K
TypeSH
Market value$15.61M
1.73%
Sole
354.74K
Shared
0.00
None
0.00
ADVANCED ENERGY INDS
SOLEShares132.11K
TypeSH
Market value$15.28M
1.70%
Sole
132.11K
Shared
0.00
None
0.00
GLOBANT S A
SOLEShares68.56K
TypeSH
Market value$14.70M
1.63%
Sole
68.56K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 91.67K | SH | $38.64M 4.29% | 91.67K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 157.15K | SH | $34.48M 3.83% | 157.15K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 35.35K | SH | $33.33M 3.70% | 35.35K | 0.00 | 0.00 |
MICROCHIP TECHNOLOGY INC.SOLE | COM | 578.33K | SH | $33.17M 3.68% | 578.33K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 46.78K | SH | $32.43M 3.60% | 46.78K | 0.00 | 0.00 |
TRIMBLE INCSOLE | COM | 448.89K | SH | $31.72M 3.52% | 448.89K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 738.15K | SH | $27.46M 3.05% | 738.15K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 84.02K | SH | $26.55M 2.95% | 84.02K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 445.25K | SH | $26.55M 2.95% | 445.25K | 0.00 | 0.00 |
AMBARELLA INCSOLE | SHS | 353.37K | SH | $25.70M 2.85% | 353.37K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 132.19K | SH | $23.30M 2.59% | 132.19K | 0.00 | 0.00 |
EPAM SYS INCSOLE | COM | 93.34K | SH | $21.82M 2.42% | 93.34K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | COM | 113.83K | SH | $20.88M 2.32% | 113.83K | 0.00 | 0.00 |
LATTICE SEMICONDUCTOR CORPSOLE | COM | 349.52K | SH | $19.80M 2.20% | 349.52K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 95.86K | SH | $19.69M 2.19% | 95.86K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 117.30K | SH | $19.68M 2.18% | 117.30K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 150.71K | SH | $18.98M 2.11% | 150.71K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 56K | SH | $18.72M 2.08% | 56K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 132.86K | SH | $17.84M 1.98% | 132.86K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 183.19K | SH | $17.35M 1.93% | 183.19K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 88.17K | SH | $16.23M 1.80% | 88.17K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 46.71K | SH | $16.01M 1.78% | 46.71K | 0.00 | 0.00 |
FORMFACTOR INCSOLE | COM | 354.74K | SH | $15.61M 1.73% | 354.74K | 0.00 | 0.00 |
ADVANCED ENERGY INDSSOLE | COM | 132.11K | SH | $15.28M 1.70% | 132.11K | 0.00 | 0.00 |
GLOBANT S ASOLE | COM | 68.56K | SH | $14.70M 1.63% | 68.56K | 0.00 | 0.00 |
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