Position in TOST
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,787,139
-$11,095,208 QoQ
Shares Held
142,857
-65.9% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026SORA INVESTORS LLC holds $151,054,171 across 9 Software - Infrastructure names. TOST ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
114,278 | $42,302,287 | |
| 2 | SNPS |
Synopsys Inc
|
91,516 | $36,284,263 | |
| 3 | VRSN |
Verisign Inc/Ca
|
115,701 | $28,735,500 | |
| 4 | FFIV |
F5, Inc.
|
58,843 | $17,025,045 | |
| 5 | MDB |
MongoDB, Inc.
|
58,863 | $14,407,896 | |
| 6 | XYZ |
Block, Inc.
|
114,286 | $6,877,731 | |
| 7 | TOST |
Toast, Inc.
This page
|
142,857 | $3,787,139 | |
| 8 | TDC |
Teradata Corp /De/
|
45,000 | $1,153,350 |
All Filings in TOST
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,787,139 | 142,857 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,882,347 | 419,103 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $8,225,361 | 185,716 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $4,984,000 | 200,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,025,800 | 330,000 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $3,385,500 | 150,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,833,750 | 385,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,470,110 | 137,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,758,800 | 165,000 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||