Sora-Investors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FN",
  "GLOB",
  "MQ",
  "SMTC",
  "TRU",
  "ENTG",
  "FWONK",
  "ASPN",
  null,
  "TEAM",
  "ASML",
  "APP",
  "CLS",
  "FORM",
  "FLNC",
  "CCI",
  "DAVA",
  "SIMO",
  "AMBA",
  "EXPE",
  "INTU",
  "IPGP",
  "PI",
  "META",
  "SEDG",
  "MSFT",
  "EQIX",
  "FIS",
  "OMC",
  "ORCL",
  "DASH",
  "NVDA",
  "VZ",
  "MDB",
  "SPGI",
  "STX",
  "AMT",
  "TKO",
  "MBLY",
  "AEIS",
  null,
  "JBL",
  "ACHR",
  "LSCC",
  "LITE",
  "FI",
  "EPAM",
  "CPAY",
  "AMZN",
  "DKNG",
  "V",
  "WDC",
  "ZBRA",
  "TER",
  "TRMB",
  "CRM",
  "MELI",
  "OLED",
  "AUR",
  "CDNS",
  "CNK",
  "COHR",
  "CMCSA",
  "GLW",
  "DAY",
  "MCHP"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 66
Total Value: 825261346
Accession Number: 0001214659-25-007839
Form Type: 13F-HR
CIK: sora-investors
Manager Name: Sora-Investors

Data Enrichment

97% identified

64 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

66 positions • $825.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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CORNING INC /NY

GLW|219350105

Shares:330.3K

Value:$15.1M

% of Portfolio:1.8% ($15.1M/$825.3M)

Dayforce, Inc.

DAY|15677J108

Shares:257.1K

Value:$15.0M

% of Portfolio:1.8% ($15.0M/$825.3M)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:56.2K

Value:$14.3M

% of Portfolio:1.7% ($14.3M/$825.3M)

TransUnion

TRU|89400J107

Shares:171.4K

Value:$14.2M

% of Portfolio:1.7% ($14.2M/$825.3M)

ORACLE CORP

ORCL|68389X105

Shares:100.0K

Value:$14.0M

% of Portfolio:1.7% ($14.0M/$825.3M)

G3643J108

Shares:58.8K

Value:$13.0M

% of Portfolio:1.6% ($13.0M/$825.3M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:285.7K

Value:$13.0M

% of Portfolio:1.6% ($13.0M/$825.3M)

FISERV INC

FI|337738108

Shares:58.0K

Value:$12.8M

% of Portfolio:1.6% ($12.8M/$825.3M)

UNIVERSAL DISPLAY CORP \PA\

OLED|91347P105

Shares:91.3K

Value:$12.7M

% of Portfolio:1.5% ($12.7M/$825.3M)

OMNICOM GROUP INC.

OMC|681919106

Shares:150.0K

Value:$12.4M

% of Portfolio:1.5% ($12.4M/$825.3M)

MERCADOLIBRE INC

MELI|58733R102

Shares:6.3K

Value:$12.3M

% of Portfolio:1.5% ($12.3M/$825.3M)

Globant S.A.

GLOB|L44385109

Shares:102.2K

Value:$12.0M

% of Portfolio:1.5% ($12.0M/$825.3M)

COHERENT CORP.

COHR|19247G107

Shares:181.4K

Value:$11.8M

% of Portfolio:1.4% ($11.8M/$825.3M)

S&P Global Inc.

SPGI|78409V104

Shares:21.4K

Value:$10.9M

% of Portfolio:1.3% ($10.9M/$825.3M)

Mobileye Global Inc.

MBLY|60741F104

Shares:748.6K

Value:$10.8M

% of Portfolio:1.3% ($10.8M/$825.3M)

80004C200

Shares:222.0K

Value:$10.6M

% of Portfolio:1.3% ($10.6M/$825.3M)

EPAM Systems, Inc.

EPAM|29414B104

Shares:57.1K

Value:$9.6M

% of Portfolio:1.2% ($9.6M/$825.3M)

SEMTECH CORP

SMTC|816850101

Shares:275.5K

Value:$9.5M

% of Portfolio:1.1% ($9.5M/$825.3M)

DraftKings Inc.

DKNG|26142V105

Shares:283.6K

Value:$9.4M

% of Portfolio:1.1% ($9.4M/$825.3M)

ENTEGRIS INC

ENTG|29362U104

Shares:107.1K

Value:$9.4M

% of Portfolio:1.1% ($9.4M/$825.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CORNING INC /NY(GLWcusip219350105)	330.3K	QoQ NEW(+330.3K) YoY -5.64% (-19.7K)	All Managers (Combined)	$15.1M	1.8% ($15.1M/$825.3M)	QoQ NEW(+$15.1M) YoY +31.06% (-$3.6M)
Dayforce, Inc.(DAYcusip15677J108)	257.1K	QoQ NEW(+257.1K) YoY NEW(+257.1K)	All Managers (Combined)	$15.0M	1.8% ($15.0M/$825.3M)	QoQ NEW(+$15.0M) YoY NEW(+$15.0M)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	56.2K	QoQ NEW(+56.2K) YoY NEW(+56.2K)	All Managers (Combined)	$14.3M	1.7% ($14.3M/$825.3M)	QoQ NEW(+$14.3M) YoY NEW(+$14.3M)
TransUnion(TRUcusip89400J107)	171.4K	QoQ +19.99% (+28.6K) YoY -31.82% (-80.0K)	All Managers (Combined)	$14.2M	1.7% ($14.2M/$825.3M)	QoQ +7.41% (+$982.2K) YoY -29.10% (-$5.8M)
ORACLE CORP(ORCLcusip68389X105)	100.0K	QoQ NEW(+100.0K) YoY -37.50% (-60.0K)	All Managers (Combined)	$14.0M	1.7% ($14.0M/$825.3M)	QoQ NEW(+$14.0M) YoY -30.43% (-$6.1M)
(cusipG3643J108)✕	58.8K	QoQ +23.80% (+11.3K) YoY NEW(+58.8K)	All Managers (Combined)	$13.0M	1.6% ($13.0M/$825.3M)	QoQ +6.12% (+$752.8K) YoY NEW(+$13.0M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	285.7K	QoQ NEW(+285.7K) YoY NEW(+285.7K)	All Managers (Combined)	$13.0M	1.6% ($13.0M/$825.3M)	QoQ NEW(+$13.0M) YoY NEW(+$13.0M)
FISERV INC(FIcusip337738108)	58.0K	QoQ -39.44% (-37.8K) YoY -65.02% (-107.9K)	All Managers (Combined)	$12.8M	1.6% ($12.8M/$825.3M)	QoQ -34.90% (-$6.9M) YoY -51.67% (-$13.7M)
UNIVERSAL DISPLAY CORP \PA\(OLEDcusip91347P105)	91.3K	QoQ +17.62% (+13.7K) YoY +40.38% (+26.3K)	All Managers (Combined)	$12.7M	1.5% ($12.7M/$825.3M)	QoQ +12.21% (+$1.4M) YoY +16.24% (+$1.8M)
OMNICOM GROUP INC.(OMCcusip681919106)	150.0K	QoQ NEW(+150.0K) YoY NEW(+150.0K)	All Managers (Combined)	$12.4M	1.5% ($12.4M/$825.3M)	QoQ NEW(+$12.4M) YoY NEW(+$12.4M)
MERCADOLIBRE INC(MELIcusip58733R102)	6.3K	QoQ +46.64% (+2.0K) YoY NEW(+6.3K)	All Managers (Combined)	$12.3M	1.5% ($12.3M/$825.3M)	QoQ +68.23% (+$5.0M) YoY NEW(+$12.3M)
Globant S.A.(GLOBcusipL44385109)	102.2K	QoQ +49.06% (-33.6K) YoY +27.74% (-22.2K)	All Managers (Combined)	$12.0M	1.5% ($12.0M/$825.3M)	QoQ -18.16% (-$2.7M) YoY -25.51% (-$4.1M)
COHERENT CORP.(COHRcusip19247G107)	181.4K	QoQ -0.99% (-1.8K) YoY NEW(+181.4K)	All Managers (Combined)	$11.8M	1.4% ($11.8M/$825.3M)	QoQ -32.12% (-$5.6M) YoY NEW(+$11.8M)
S&P Global Inc.(SPGIcusip78409V104)	21.4K	QoQ +199.98% (+14.3K) YoY NEW(+21.4K)	All Managers (Combined)	$10.9M	1.3% ($10.9M/$825.3M)	QoQ +206.05% (+$7.3M) YoY NEW(+$10.9M)
Mobileye Global Inc.(MBLYcusip60741F104)	748.6K	QoQ NEW(+748.6K) YoY NEW(+748.6K)	All Managers (Combined)	$10.8M	1.3% ($10.8M/$825.3M)	QoQ NEW(+$10.8M) YoY NEW(+$10.8M)
(cusip80004C200)✕	222.0K	QoQ NEW(+222.0K) YoY NEW(+222.0K)	All Managers (Combined)	$10.6M	1.3% ($10.6M/$825.3M)	QoQ NEW(+$10.6M) YoY NEW(+$10.6M)
EPAM Systems, Inc.(EPAMcusip29414B104)	57.1K	QoQ -38.77% (-36.2K) YoY NEW(+57.1K)	All Managers (Combined)	$9.6M	1.2% ($9.6M/$825.3M)	QoQ -55.79% (-$12.2M) YoY NEW(+$9.6M)
SEMTECH CORP(SMTCcusip816850101)	275.5K	QoQ NEW(+275.5K) YoY -8.17% (-24.5K)	All Managers (Combined)	$9.5M	1.1% ($9.5M/$825.3M)	QoQ NEW(+$9.5M) YoY +14.90% (-$1.2M)
DraftKings Inc.(DKNGcusip26142V105)	283.6K	QoQ -61.58% (-454.6K) YoY NEW(+283.6K)	All Managers (Combined)	$9.4M	1.1% ($9.4M/$825.3M)	QoQ -65.70% (-$18.0M) YoY NEW(+$9.4M)
ENTEGRIS INC(ENTGcusip29362U104)	107.1K	QoQ +49.92% (+35.7K) YoY NEW(+107.1K)	All Managers (Combined)	$9.4M	1.1% ($9.4M/$825.3M)	QoQ +32.40% (+$2.3M) YoY NEW(+$9.4M)