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13F-HR filed by SORA INVESTORS LLC

SORA INVESTORS LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 66 holding rows worth $825,261,346.

Accession
0001214659-25-007839
Filed
2025-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 66 entries on the cover page, a total value of $825,261,346 stated on the cover page (in dollars after the unit check, H1), rows summing to $825,261,346 with VALUE read as dollars as filed, 13F file number 028-22100. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS374,029$31,773,764dollars as filed
Microsoft Corp594918104COM78,575$29,496,269dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK43,520$28,837,658dollars as filed
Amazon.com, Inc023135106COM140,002$26,636,781dollars as filed
American Tower Corporation03027X100COM115,570$25,148,032dollars as filed
FABRINET SHSG3323L100Stock117,031$23,114,793dollars as filed
Salesforce.com, Inc79466L302COM85,172$22,856,758dollars as filed
Visa Inc92826C839COM64,284$22,528,971dollars as filed
Comcast Corp20030N101COM571,429$21,085,730dollars as filed
WESTERN DIGITAL CORP958102105COM509,650$20,605,150dollars as filed
META PLATFORMS INC CL A30303M102COM35,720$20,587,579dollars as filed
EQUINIX INC COM29444U700REIT23,712$19,333,579dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock391,956$18,974,590dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock304,169$18,961,895dollars as filed
TRIMBLE INC COM896239100Stock279,370$18,340,640dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock344,962$18,093,257dollars as filed
Intuit Inc.461202103COM28,573$17,543,536dollars as filed
TERADYNE INC COM880770102Stock206,412$17,049,631dollars as filed
NVIDIA Corp67066G104COM150,418$16,302,303dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock214,285$16,002,804dollars as filed
CORNING INC219350105COM330,257$15,119,165dollars as filed
CERIDIAN HCM HLDG INC15677J108COM257,143$14,999,151dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock56,231$14,301,230dollars as filed
TRANSUNION COM89400J107Stock171,431$14,227,059dollars as filed
Oracle Corporation68389X105COM100,000$13,981,000dollars as filed
FLUTTER ENTMT PLC SHSG3643J108Stock58,842$13,036,445dollars as filed
Verizon Communications Inc92343V104COM285,714$12,959,987dollars as filed
FISERV INC337738108COM58,050$12,819,182dollars as filed
UNIVERSAL DISPLAY CORP91347P105COM91,252$12,727,829dollars as filed
OMNICOM GROUP INC COM681919106Stock150,000$12,436,500dollars as filed
MERCADOLIBREINC58733R102STOK6,288$12,267,071dollars as filed
GLOBANT S AL44385109COM102,199$12,030,866dollars as filed
COHERENT CORP COM19247G107Stock181,366$11,777,908dollars as filed
S&P Global,Inc.78409V104COM21,428$10,887,567dollars as filed
MOBILEYE GLOBAL INC60741F104COMMON CLASS A748,571$10,775,680dollars as filed
SanDisk Corporation80004C200COM222,034$10,571,039dollars as filed
EPAM SYS INC COM29414B104Stock57,143$9,648,024dollars as filed
SEMTECH CORP COM816850101Stock275,472$9,476,237dollars as filed
DRAFTKINGS INC NEW26142V105COM CL A283,575$9,417,526dollars as filed
ENTEGRIS INC COM29362U104Stock107,092$9,368,408dollars as filed
CELESTICA INC COM15101Q207Stock116,049$9,145,822dollars as filed
IPG PHOTONICS CORP44980X109COM144,182$9,103,651dollars as filed
ARCHER AVIATION INC03945R102COM CL A1,278,327$9,088,905dollars as filed
LIBERTY MEDIA CORP DEL COM LBTY ONE S C531229755Stock100,000$9,001,000dollars as filed
TKO GROUP HOLDINGS INC CL A87256C101Stock57,427$8,775,420dollars as filed
JABIL INC COM466313103Stock58,979$8,025,273dollars as filed
EXPEDIA GROUP INC COM NEW30212P303Stock46,572$7,828,753dollars as filed
SOLAREDGE TECHNOLOGIES INC83417M104COM445,104$7,201,783dollars as filed
CROWN CASTLE INC COM22822V101REIT67,571$7,042,925dollars as filed
ADVANCED ENERGY INDS COM007973100Stock71,725$6,836,110dollars as filed
MONGODB INC CL A60937P106Stock38,000$6,665,200dollars as filed
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR82706C108ADR127,513$6,447,057dollars as filed
ZEBRA TECHNOLOGIES CORPORATION CL A989207105Stock22,809$6,444,911dollars as filed
AMBARELLA INCG037AX101SHS120,680$6,073,824dollars as filed
FORMFACTOR INC COM346375108Stock193,900$5,485,431dollars as filed
ATLASSIANCORPCLASSA049468101STOK25,714$5,456,768dollars as filed
IMPINJ INC453204109COM60,058$5,447,261dollars as filed
AURORA INNOVATION INC CLASS A COM051774107Stock774,284$5,207,060dollars as filed
MARQETA INC57142B104CLASS A COM928,591$3,825,795dollars as filed
ENDAVA PLC ADS29260V105ADR185,716$3,623,319dollars as filed
ASPEN AEROGELS INC04523Y105COMMON STOCK413,078$2,639,568dollars as filed
CORPAY INC COM SHS219948106Stock7,143$2,490,907dollars as filed
DOORDASH INC CL A25809K105Stock11,247$2,055,614dollars as filed
CINEMARK HLDGS INC COM17243V102Stock80,500$2,003,645dollars as filed
APPLOVIN CORP COM CL A03831W108Stock7,143$1,892,681dollars as filed
FLUENCE ENERGY INC34379V103COM CL A278,571$1,351,069dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001214659-25-007839this filing2025-05-15acceptance time not in the bulk data set