About
Samir Shah is Partner and Portfolio Manager at Sora Investors LLC, an investment firm headquartered in Chicago focusing on global public equities in the technology sector. He plays a key role in managing Sora’s portfolios, deploying a fundamental research approach to identify opportunities in highly disruptive and innovative sub-sectors such as semiconductors, industrial technology, fintech, internet, electronics, clean tech, software, networking, robotics, telecom & media, video games, supply chain, electric vehicles, batteries, cybersecurity, and solar. Shah’s investment activity reflects deep specialization in technology, with major holdings in companies like Analog Devices, Cisco, NVIDIA, Alphabet, Amazon, and First Solar.
Prior to Sora Investors, Shah spent more than a decade at Citadel, advancing from Analyst to Senior Analyst, where he built expertise analyzing and investing in public markets, mostly within the technology and industrials verticals. At Sora, Shah and his team emphasize long-term, idiosyncratic investment strategies and have demonstrated strong conviction in underappreciated global tech companies, particularly in the US and Asia, as well as select developed markets including Japan, Europe, Israel, Korea, and Taiwan.
Shah holds a Master of Science in Management Science from Stanford University and a Bachelor of Science in Chemical Engineering from the University of Illinois at Urbana-Champaign. He combines technical acumen with a disciplined investment process, leveraging his quantitative and analytical skills to drive performance and risk-adjusted returns within the technology sector. Shah’s career is marked by his ability to identify and capitalize on structural changes and innovation-driven growth in global public equity markets, earning recognition as a sector specialist and trusted portfolio manager in the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sora Investors LLC | Partner and Portfolio Manager | Jun 2022 to Present | — |
| Citadel | Analyst | Aug 2010 to Present | — |
| Citadel | Senior Analyst | Aug 2010 to Jun 2021 | — |
| GTCR Golder Rauner | Associate | Jul 2008 to Jun 2010 | — |
| Credit Suisse | Investment Banking Analyst | Jan 2006 to Jun 2008 | — |
Education
Stanford University
Master of Science, Management Science
2004 — 2005
University Of Illinois At Urbana - Champaign
Bachelor of Science, Chemical Engineering
1999 — 2003
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 | |
| 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 | |
N Nancy X. | Analyst | New York, NY , United States |
| Analyst | San Francisco, CA , United States |
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