Sora Investors LLC
Sora Investors LLC reported 76 holdings worth US$1.3B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Sora Investors LLC reported 76 holdings worth US$1.3B as of Jun 30, 2026. Largest: Universal Display Corporation, Asml Holding Nv and Advanced Energy Industries, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 76
- Value as reported
- US$1.3B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Universal Display Corporation | 701K | US$60.7M | 4.7% |
| Asml Holding Nv | 28,904 | US$57.5M | 4.4% |
| Advanced Energy Industries, Inc. | 140K | US$52.2M | 4.0% |
| Mks Inc. | 107K | US$47.8M | 3.7% |
| Qualcomm Incorporated | 254K | US$46.9M | 3.6% |
| Amazon.com, Inc. | 193K | US$46.1M | 3.5% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 90,051 | US$43M | 3.3% |
| Maxlinear, Inc | 319K | US$40.9M | 3.1% |
| Intel Corporation | 292K | US$40.7M | 3.1% |
| Synopsys, Inc. | 89,659 | US$40M | 3.1% |
| Microsoft Corp. | 107K | US$40M | 3.1% |
| Everpure, Inc. | 493K | US$38.8M | 3.0% |
| Fox Corporation | 721K | US$37.6M | 2.9% |
| Equinix, Inc. | 31,723 | US$33.1M | 2.5% |
| Meta Platforms, Inc. | 56,290 | US$31.7M | 2.4% |
| Arista Networks, Inc. | 176K | US$30M | 2.3% |
| Mastercard Incorporated | 57,142 | US$29.3M | 2.3% |
| Motorola Solutions, Inc. | 67,584 | US$28.1M | 2.2% |
| Sba Communications Corporation | 148K | US$26.1M | 2.0% |
| Charter Communications, Inc. | 174K | US$24.7M | 1.9% |
| Coherent Corp. | 55,534 | US$21.9M | 1.7% |
| Doordash, Inc. | 116K | US$21.4M | 1.6% |
| Verizon Communications Inc. | 475K | US$20.1M | 1.5% |
| Crown Castle Inc. | 263K | US$20M | 1.5% |
| Take-two Interactive Software, Inc. | 78,573 | US$19.6M | 1.5% |
| Teradata Corporation | 543K | US$18.8M | 1.4% |
| Aurora Innovation, Inc. | 2.72M | US$18.6M | 1.4% |
| Nvidia Corporation | 89,310 | US$17.9M | 1.4% |
| Microchip Technology Incorporated | 189K | US$17.2M | 1.3% |
| Micron Technology, Inc. | 13,875 | US$16M | 1.2% |
| Sandisk Corporation | 7,000 | US$15.9M | 1.2% |
| Workday, Inc. | 126K | US$15.4M | 1.2% |
| Airbnb, Inc. | 108K | US$15.4M | 1.2% |
| Sanmina Corporation | 60,507 | US$15.3M | 1.2% |
| Echostar Corporation | 150K | US$15.2M | 1.2% |
| Plexus Corp. | 49,301 | US$14.8M | 1.1% |
| Coupang, Inc. | 829K | US$14.4M | 1.1% |
| Snowflake Inc. | 56,040 | US$14.3M | 1.1% |
| First Solar, Inc. | 57,362 | US$13.5M | 1.0% |
| Etsy, Inc. | 179K | US$13.5M | 1.0% |
| Liberty Media Corporation - Series A Liberty Formula One | 130K | US$12.4M | 0.95% |
| Arrow Electronics, Inc. | 57,785 | US$12.3M | 0.95% |
| Jabil Inc. | 30,748 | US$11.9M | 0.91% |
| Keysight Technologies Inc. | 32,183 | US$11.3M | 0.86% |
| Affirm Holdings, Inc. | 128K | US$10.4M | 0.80% |
| Dycom Industries, Inc. | 17,144 | US$8.67M | 0.66% |
| Ambarella, Inc. | 101K | US$8.66M | 0.66% |
| Avnet, Inc. | 97,391 | US$8.65M | 0.66% |
| Reddit, Inc. | 43,177 | US$7.49M | 0.57% |
| Lumentum Holdings Inc. | 7,143 | US$6.13M | 0.47% |
| Shoals Technologies Group, Inc. | 609K | US$6.03M | 0.46% |
| T-mobile Us, Inc. | 35,714 | US$5.99M | 0.46% |
| Array Technologies, Inc. | 680K | US$5.04M | 0.39% |
| Toast, Inc. | 157K | US$4.37M | 0.34% |
| Archer Aviation Inc. | 891K | US$4.21M | 0.32% |
| Versant Media Group, Inc. | 95,693 | US$3.45M | 0.26% |
| Mongodb, Inc. | 10,029 | US$3.37M | 0.26% |
| F5, Inc. | 7,103 | US$2.95M | 0.23% |
| Tesla, Inc. | 6,500 | US$2.73M | 0.21% |
| Lumen Technologies, Inc. | 337K | US$2.59M | 0.20% |
| Factset Research Systems Inc. | 9,002 | US$2.07M | 0.16% |
| Trimble Inc. | 35,000 | US$1.79M | 0.14% |
| S&p Global Inc. | 4,285 | US$1.75M | 0.13% |
| Servicenow, Inc. | 16,654 | US$1.65M | 0.13% |
| Zebra Technologies Corporation | 5,500 | US$1.45M | 0.11% |
| Beta Technologies, Inc. | 86,000 | US$1.44M | 0.11% |
| Intuit Inc. | 5,013 | US$1.31M | 0.10% |
| Paycom Software, Inc. | 7,706 | US$968K | 0.07% |
| Hubspot, Inc. | 5,200 | US$949K | 0.07% |
| Enovix Corporation | 140K | US$850K | 0.07% |
| Palo Alto Networks, Inc. | 2,423 | US$826K | 0.06% |
| Twilio Inc. | 3,069 | US$633K | 0.05% |
| Omnicom Group Inc. | 0 | US$0 | 0.00% |
| Power Integrations, Inc. | 0 | US$0 | 0.00% |
| Semtech Corporation | 0 | US$0 | 0.00% |
| Stmicroelectronics Nv | 0 | US$0 | 0.00% |
| Sunrun Inc. | 0 | US$0 | 0.00% |
| Transunion | 0 | US$0 | 0.00% |
| Uber Technologies, Inc. | 0 | US$0 | 0.00% |
| Verisign, Inc. | 0 | US$0 | 0.00% |
| Visa Inc. | 0 | US$0 | 0.00% |
| Zoom Communications, Inc. | 0 | US$0 | 0.00% |
| Applied Materials, Inc. | 0 | US$0 | 0.00% |
| Astera Labs, Inc. | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Autodesk, Inc. | 0 | US$0 | 0.00% |
| Block, Inc. | 0 | US$0 | 0.00% |
| Cisco Systems, Inc. | 0 | US$0 | 0.00% |
| Datadog, Inc. | 0 | US$0 | 0.00% |
| Fabrinet | 0 | US$0 | 0.00% |
| Global Payments Inc. | 0 | US$0 | 0.00% |
| Globalfoundries Inc. | 0 | US$0 | 0.00% |
| Lattice Semiconductor Corporation | 0 | US$0 | 0.00% |
| Live Nation Entertainment, Inc. | 0 | US$0 | 0.00% |
| Monolithic Power Systems, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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