StockDriftsStockDriftsTop 50 Sora Investors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | 4.53% | 37.3K | $49.2M | -23.41%(-11.39K) | $804.26(+119.99%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.04% | 210.6K | $43.9M | +2.32%(+4.77K) | $170.85(+42.04%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.9% | 114.3K | $42.3M | -2.48%(-2.91K) | $439.71(-11.19%) | 2026-03-31 | |
| AEIS | ADVANCED ENERGY INDS | 3.57% | 120.3K | $38.8M | -31.48%(-55.26K) | $178.56(+74.32%) | 2026-03-31 | |
| MKSI | MKS INC. | 3.44% | 162.8K | $37.4M | new | $173.04(+111.26%) | 2026-03-31 | |
| SNPS | SYNOPSYS INC | 3.34% | 91.5K | $36.3M | +91.19%(+43.65K) | $455.91(-4.11%) | 2026-03-31 | |
| INTU | INTUIT | 2.91% | 73.0K | $31.6M | +171.95%(+46.14K) | $581.89(-52.68%) | 2026-03-31 | |
| VRSN | VERISIGN INC | 2.65% | 115.7K | $28.7M | +82.32%(+52.24K) | $263.93(-2.84%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.52% | 47.9K | $27.4M | +92.49%(+23.00K) | $486.05(+19.93%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 2.52% | 64.3K | $27.3M | -3.03%(-2.01K) | $507.94(-13.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +26.61% | +102.97% |
| Top 20 Holdings Unweighted | +25.41% | +97.23% |
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