$208 Million is the total value of SORA INVESTORS LLC's 23 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MRVL | New | MARVELL TECHNOLOGY INC | $19,589,000 | – | 450,000 | +100.0% | 9.41% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $15,294,000 | – | 200,000 | +100.0% | 7.35% | – |
| ON | New | ON SEMICONDUCTOR CORP | $15,093,000 | – | 300,000 | +100.0% | 7.25% | – |
| CSCO | New | CISCO SYS INC | $12,792,000 | – | 300,000 | +100.0% | 6.14% | – |
| JNPR | New | JUNIPER NETWORKS INC | $4,988,000 | – | 175,000 | +100.0% | 2.40% | – |
| ENPH | New | ENPHASE ENERGY INC | $4,881,000 | – | 25,000 | +100.0% | 2.34% | – |
| SPWR | New | SUNPOWER CORP | $4,743,000 | – | 300,000 | +100.0% | 2.28% | – |
| COUP | New | COUPA SOFTWARE INC | $4,692,000 | – | 82,169 | +100.0% | 2.25% | – |
| CRUS | New | CIRRUS LOGIC INC | $3,990,000 | – | 55,000 | +100.0% | 1.92% | – |
| FSR | New | FISKER INC | $2,571,000 | – | 300,000 | +100.0% | 1.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SOLAREDGE TECHNOLOGIES INC | 7 | Q2 2023 | 8.2% |
| CIENA CORP | 7 | Q3 2023 | 8.5% |
| RIVIAN AUTOMOTIVE INC | 6 | Q3 2023 | 3.3% |
| NVIDIA CORPORATION | 5 | Q3 2023 | 8.3% |
| LAM RESEARCH CORP | 5 | Q3 2023 | 9.5% |
| QUALCOMM INC | 5 | Q3 2023 | 8.3% |
| SUNRUN INC | 5 | Q1 2023 | 7.0% |
| GLOBAL PMTS INC | 5 | Q3 2023 | 4.4% |
| JUNIPER NETWORKS INC | 4 | Q1 2023 | 9.9% |
| KLA CORP | 4 | Q3 2023 | 9.2% |
View SORA INVESTORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View SORA INVESTORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.