0001214659-23-011287.txt : 20230814 0001214659-23-011287.hdr.sgml : 20230814 20230814160119 ACCESSION NUMBER: 0001214659-23-011287 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SORA INVESTORS LLC CENTRAL INDEX KEY: 0001894532 IRS NUMBER: 872540099 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22100 FILM NUMBER: 231169552 BUSINESS ADDRESS: STREET 1: ONE TOWN PLACE STREET 2: SUITE 110 CITY: BRYN MAWR STATE: PA ZIP: 19010 BUSINESS PHONE: 610-256-5834 MAIL ADDRESS: STREET 1: ONE TOWN PLACE STREET 2: SUITE 110 CITY: BRYN MAWR STATE: PA ZIP: 19010 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001894532 XXXXXXXX 06-30-2023 06-30-2023 false SORA INVESTORS LLC

ONE TOWN PLACE SUITE 110 BRYN MAWR PA 19010

13F HOLDINGS REPORT 028-22100 000317257 801-122700 N Jenell Wunsch 610-256-5834 /s/ Jenell Wunsch Bryn Mawr PA 08-14-2023 0 35 227284905 INFORMATION TABLE 2 infotable.xml AUTOMATIC DATA PROCESSING IN COM 053015103 7033280 32000 SH SOLE 32000 0 0 AMBARELLA INC SHS G037AX101 7111950 85000 SH SOLE 85000 0 0 AMAZON COM INC COM 023135106 7430520 57000 SH SOLE 57000 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 3164000 140000 SH SOLE 140000 0 0 ASPEN AEROGELS INC COM 04523Y105 631200 80000 SH SOLE 80000 0 0 BILL HOLDINGS INC COM 090043100 2337000 20000 SH SOLE 20000 0 0 BOOKING HOLDINGS INC COM 09857L108 4050495 1500 SH SOLE 1500 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 5510550 15000 SH SOLE 15000 0 0 CIENA CORP COM NEW 171779309 8498000 200000 SH SOLE 200000 0 0 COHERENT CORP COM 19247G107 3568600 70000 SH SOLE 70000 0 0 EPAM SYS INC COM 29414B104 7416750 33000 SH SOLE 33000 0 0 F5 INC COM 315616102 2193900 15000 SH SOLE 15000 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 3282000 60000 SH SOLE 60000 0 0 FIRST SOLAR INC COM 336433107 10454950 55000 SH SOLE 55000 0 0 GLOBANT S A COM L44385109 4403140 24500 SH SOLE 24500 0 0 CORNING INC COM 219350105 11388000 325000 SH SOLE 325000 0 0 GLOBAL PMTS INC COM 37940X102 4926000 50000 SH SOLE 50000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 12978900 33000 SH SOLE 33000 0 0 META PLATFORMS INC CL A 30303M102 12914100 45000 SH SOLE 45000 0 0 MARQETA INC CLASS A COM 57142B104 4144370 851000 SH SOLE 851000 0 0 MICRON TECHNOLOGY INC COM 595112103 9466500 150000 SH SOLE 150000 0 0 NVIDIA CORPORATION COM 67066G104 8460400 20000 SH SOLE 20000 0 0 NEXTRACKER INC CLASS A COM 65290E101 3383850 85000 SH SOLE 85000 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 7927150 55000 SH SOLE 55000 0 0 QUALCOMM INC COM 747525103 9523200 80000 SH SOLE 80000 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 6664000 400000 SH SOLE 400000 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 4035750 15000 SH SOLE 15000 0 0 BLOCK INC CL A 852234103 8654100 130000 SH SOLE 130000 0 0 T-MOBILE US INC COM 872590104 9723000 70000 SH SOLE 70000 0 0 TOAST INC CL A 888787108 3385500 150000 SH SOLE 150000 0 0 TESLA INC COM 88160R101 3926550 15000 SH SOLE 15000 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 8093800 55000 SH SOLE 55000 0 0 UBER TECHNOLOGIES INC COM 90353T100 7770600 180000 SH SOLE 180000 0 0 WESTERN DIGITAL CORP. COM 958102105 2275800 60000 SH SOLE 60000 0 0 WESTERN UN CO COM 959802109 10557000 900000 SH SOLE 900000 0 0