0001214659-24-009318.txt : 20240515
0001214659-24-009318.hdr.sgml : 20240515
20240515160018
ACCESSION NUMBER: 0001214659-24-009318
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240515
DATE AS OF CHANGE: 20240515
EFFECTIVENESS DATE: 20240515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SORA INVESTORS LLC
CENTRAL INDEX KEY: 0001894532
ORGANIZATION NAME:
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: 24950037
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
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03-31-2024
03-31-2024
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SORA INVESTORS LLC
ONE TOWN PLACE
SUITE 110
BRYN MAWR
PA
19010
13F HOLDINGS REPORT
028-22100
000317257
801-122700
N
Jenell Wunsch
Chief Compliance Officer
610-801-2002
/s/ Jenell Wunsch
Bryn Mawr
PA
05-15-2024
0
45
607986212
INFORMATION TABLE
2
infotable.xml
AMAZON COM INC
COM
023135106
28860800
160000
SH
SOLE
160000
0
0
ARRAY TECHNOLOGIES INC
COM SHS
04271T100
2982000
200000
SH
SOLE
200000
0
0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
24261750
25000
SH
SOLE
25000
0
0
AT&T INC
COM
00206R102
20240000
1150000
SH
SOLE
1150000
0
0
AURORA INNOVATION INC
CLASS A COM
051774107
5640000
2000000
SH
SOLE
2000000
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
23864655
95558
SH
SOLE
95558
0
0
BILL HOLDINGS INC
COM
090043100
2765018
40236
SH
SOLE
40236
0
0
BLOCK INC
CL A
852234103
9303800
110000
SH
SOLE
110000
0
0
CALIX INC
COM
13100M509
5139800
155000
SH
SOLE
155000
0
0
CIENA CORP
COM NEW
171779309
18543750
375000
SH
SOLE
375000
0
0
COMCAST CORP NEW
CL A
20030N101
13005000
300000
SH
SOLE
300000
0
0
CORNING INC
COM
219350105
11536000
350000
SH
SOLE
350000
0
0
DISNEY WALT CO
COM
254687106
6153851
50293
SH
SOLE
50293
0
0
E2OPEN PARENT HOLDINGS INC
COM CL A
29788T103
1417426
319240
SH
SOLE
319240
0
0
ENDAVA PLC
ADS
29260V105
7608000
200000
SH
SOLE
200000
0
0
EXPEDIA GROUP INC
COM NEW
30212P303
15241211
110644
SH
SOLE
110644
0
0
FABRINET
SHS
G3323L100
11341200
60000
SH
SOLE
60000
0
0
FISERV INC
COM
337738108
26525166
165969
SH
SOLE
165969
0
0
FLEX LTD
ORD
Y2573F102
11444000
400000
SH
SOLE
400000
0
0
GLOBAL PMTS INC
COM
37940X102
5847759
43751
SH
SOLE
43751
0
0
GLOBANT S A
COM
L44385109
16152000
80000
SH
SOLE
80000
0
0
HP INC
COM
40434L105
10577000
350000
SH
SOLE
350000
0
0
IPG PHOTONICS CORP
COM
44980X109
12243150
135000
SH
SOLE
135000
0
0
LUMENTUM HLDGS INC
COM
55024U109
7102500
150000
SH
SOLE
150000
0
0
MARVELL TECHNOLOGY INC
COM
573874104
17720000
250000
SH
SOLE
250000
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
24078500
50000
SH
SOLE
50000
0
0
META PLATFORMS INC
CL A
30303M102
19536340
40233
SH
SOLE
40233
0
0
MICRON TECHNOLOGY INC
COM
595112103
23578000
200000
SH
SOLE
200000
0
0
MICROSOFT CORP
COM
594918104
25663920
61000
SH
SOLE
61000
0
0
ORACLE CORP
COM
68389X105
20097600
160000
SH
SOLE
160000
0
0
PARAMOUNT GLOBAL
CLASS B COM
92556H206
1765500
150000
SH
SOLE
150000
0
0
SALESFORCE INC
COM
79466L302
15059000
50000
SH
SOLE
50000
0
0
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
G7997R103
7444000
80000
SH
SOLE
80000
0
0
SEMTECH CORP
COM
816850101
8247000
300000
SH
SOLE
300000
0
0
SHOPIFY INC
CL A
82509L107
9646250
125000
SH
SOLE
125000
0
0
SNOWFLAKE INC
CL A
833445109
7272000
45000
SH
SOLE
45000
0
0
SUNRUN INC
COM
86771W105
9885000
750000
SH
SOLE
750000
0
0
TOAST INC
CL A
888787108
4984000
200000
SH
SOLE
200000
0
0
TRANSUNION
COM
89400J107
20066987
251466
SH
SOLE
251466
0
0
UBER TECHNOLOGIES INC
COM
90353T100
20134964
261527
SH
SOLE
261527
0
0
UNIVERSAL DISPLAY CORP
COM
91347P105
10949250
65000
SH
SOLE
65000
0
0
WESTERN DIGITAL CORP.
COM
958102105
34120000
500000
SH
SOLE
500000
0
0
WEX INC
COM
96208T104
2389314
10059
SH
SOLE
10059
0
0
WORKDAY INC
CL A
98138H101
10973551
40233
SH
SOLE
40233
0
0
ZEBRA TECHNOLOGIES CORPORATI
CL A
989207105
16579200
55000
SH
SOLE
55000
0
0