About
Nancy Xu is an Analyst at Sora Investors, based in New York, NY. At Sora Investors, she specializes in global public equities with a strong focus on technology sectors including semiconductors, industrial tech, fintech, internet, software, and clean tech. Her responsibilities include conducting fundamental research, analyzing company ecosystems, and identifying high-conviction investment opportunities across developed markets, particularly in the US and Asia.
Previously, Nancy served as an Analyst at Citadel, where she developed rigorous analytical skills and sector expertise covering technology and related industries from 2021 to 2024, and subsequently completed a non-compete period in 2024. Her career reflects a consistent record in top-tier hedge funds with a particular emphasis on technology-driven markets.
Nancy holds an MBA from The Wharton School, University of Pennsylvania, and a Bachelor of Science in Industrial Engineering from Northwestern University. Her educational background underpins her expertise in quantitative analysis, operational efficiency, and investment strategy, supporting her contributions to fundamental research and differentiated portfolio construction in the technology sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sora Investors | Analyst | Jan 2025 to Present | — |
| Citadel | Non-Compete | Apr 2024 to Nov 2024 | — |
| Citadel | Analyst | Aug 2021 to Apr 2024 | — |
| Tiger Cub Hedge Fund | Research Analyst | Jul 2020 to Jun 2021 | — |
| H Plus Capital LLC | Vice President | Jan 2017 to Jan 2018 | — |
| Aquiline Capital Partners | Investment Professional | Jan 2014 to Jan 2017 | — |
| Morgan Stanley | Investment Banking Analyst | Jan 2012 to Jan 2014 | — |
Education
The Wharton School
Master of Business Administration - MBA
2018 — 2020
Northwestern University
Bachelor of Science (B.S.)
2008 — 2012
Others at Sora Investors LLC (9)
| Name | Role | Location |
|---|---|---|
L Larry Ge | Portfolio Manager and Partner | CA , United States |
| Investment Analyst | New York, NY , United States | |
| Partner and Portfolio Manager | Chicago, IL , United States | |
| Analyst | New York, NY , United States | |
F Fangyi Fan | Analyst | New York, NY , United States |
J James Mott | Analyst | United States |
| Managing Partner, Chief Investment Officer, Portfolio Manager, Analyst | United States | |
| Portfolio Manager | Chicago, IL , United States | |
| Analyst | San Francisco, CA , United States |
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