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Nancy X.

Analyst at Sora Investors LLC

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Sora InvestorsAnalystJan 2025 to Present
CitadelNon-CompeteApr 2024 to Nov 2024
CitadelAnalystAug 2021 to Apr 2024
Tiger Cub Hedge FundResearch AnalystJul 2020 to Jun 2021
H Plus Capital LLCVice PresidentJan 2017 to Jan 2018
Aquiline Capital PartnersInvestment ProfessionalJan 2014 to Jan 2017
Morgan StanleyInvestment Banking AnalystJan 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)

NameRoleLocation
L
Larry Ge
Portfolio Manager and PartnerCA , United States
Lawrence Han
Lawrence Han
Investment AnalystNew York, NY , United States
Samir Shah
Samir Shah
Partner and Portfolio ManagerChicago, IL , United States
Akash Salam
Akash Salam
AnalystNew York, NY , United States
F
Fangyi Fan
AnalystNew York, NY , United States
J
James Mott
AnalystUnited States
Karl Richter
Karl Richter
Managing Partner, Chief Investment Officer, Portfolio Manager, AnalystUnited States
Michael Medeiros
Michael Medeiros
Portfolio ManagerChicago, IL , United States
Solomon Jeong
Solomon Jeong
AnalystSan Francisco, CA , United States

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