0001214659-23-015135.txt : 20231114 0001214659-23-015135.hdr.sgml : 20231114 20231114160100 ACCESSION NUMBER: 0001214659-23-015135 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231405585 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 09-30-2023 09-30-2023 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 11-14-2023 0 49 446826795 INFORMATION TABLE 2 infotable.xml BOOKING HOLDINGS INC COM 09857L108 15728145 5100 SH SOLE 5100 0 0 KLA CORP COM NEW 482480100 6879900 15000 SH SOLE 15000 0 0 LAM RESEARCH CORP COM 512807108 13788940 22000 SH SOLE 22000 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 3924750 25000 SH SOLE 25000 0 0 WEX INC COM 96208T104 4702250 25000 SH SOLE 25000 0 0 ROKU INC COM CL A 77543R102 2329470 33000 SH SOLE 33000 0 0 THE TRADE DESK INC COM CL A 88339J105 2930625 37500 SH SOLE 37500 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 9623200 40000 SH SOLE 40000 0 0 F5 INC COM 315616102 6445600 40000 SH SOLE 40000 0 0 META PLATFORMS INC CL A 30303M102 15010500 50000 SH SOLE 50000 0 0 NVIDIA CORPORATION COM 67066G104 21749500 50000 SH SOLE 50000 0 0 MATCH GROUP INC NEW COM 57667L107 2037100 52000 SH SOLE 52000 0 0 GLOBANT S A COM L44385109 11871000 60000 SH SOLE 60000 0 0 BILL HOLDINGS INC COM 090043100 6767385 62332 SH SOLE 62332 0 0 MICROSOFT CORP COM 594918104 20523750 65000 SH SOLE 65000 0 0 DOORDASH INC CL A 25809K105 5324490 67000 SH SOLE 67000 0 0 ADVANCED MICRO DEVICES INC COM 007903107 7197400 70000 SH SOLE 70000 0 0 DISNEY WALT CO COM 254687106 5673500 70000 SH SOLE 70000 0 0 MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 2908500 70000 SH SOLE 70000 0 0 PINTEREST INC CL A 72352L106 1892100 70000 SH SOLE 70000 0 0 ALPHABET INC CAP STK CL A 02079K305 10468800 80000 SH SOLE 80000 0 0 ARISTA NETWORKS INC COM 040413106 15634050 85000 SH SOLE 85000 0 0 ELECTRONIC ARTS INC COM 285512109 10234000 85000 SH SOLE 85000 0 0 VISA INC COM CL A 92826C839 20010870 87000 SH SOLE 87000 0 0 FIRST SOLAR INC COM 336433107 14543100 90000 SH SOLE 90000 0 0 QUALCOMM INC COM 747525103 10550700 95000 SH SOLE 95000 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 2219000 100000 SH SOLE 100000 0 0 ANALOG DEVICES INC COM 032654105 20135350 115000 SH SOLE 115000 0 0 EBAY INC. COM 278642103 5290800 120000 SH SOLE 120000 0 0 FLUENCE ENERGY INC COM CL A 34379V103 3218600 140000 SH SOLE 140000 0 0 GLOBAL PMTS INC COM 37940X102 16154600 140000 SH SOLE 140000 0 0 CALIX INC COM 13100M509 6876000 150000 SH SOLE 150000 0 0 CIENA CORP COM NEW 171779309 7089000 150000 SH SOLE 150000 0 0 MARVELL TECHNOLOGY INC COM 573874104 8119500 150000 SH SOLE 150000 0 0 BLOCK INC CL A 852234103 6727520 152000 SH SOLE 152000 0 0 MICRON TECHNOLOGY INC COM 595112103 11224950 165000 SH SOLE 165000 0 0 IMPINJ INC COM 453204109 9079950 165000 SH SOLE 165000 0 0 FORMFACTOR INC COM 346375108 7861500 225000 SH SOLE 225000 0 0 ASPEN AEROGELS INC COM 04523Y105 2150000 250000 SH SOLE 250000 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 2715000 250000 SH SOLE 250000 0 0 AURORA INNOVATION INC CLASS A COM 051774107 705000 300000 SH SOLE 300000 0 0 COMCAST CORP NEW CL A 20030N101 13302000 300000 SH SOLE 300000 0 0 ENOVIX CORPORATION COM 293594107 3765000 300000 SH SOLE 300000 0 0 UBER TECHNOLOGIES INC COM 90353T100 14256900 310000 SH SOLE 310000 0 0 WESTERN DIGITAL CORP. COM 958102105 14829750 325000 SH SOLE 325000 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 12153750 375000 SH SOLE 375000 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 9712000 400000 SH SOLE 400000 0 0 WESTERN UN CO COM 959802109 9226000 700000 SH SOLE 700000 0 0 AT&T INC COM 00206R102 11265000 750000 SH SOLE 750000 0 0