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Sora Investors LLC

CIK 1894532 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Sora Investors LLC reported 76 US-listed holdings worth $1.30 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Universal Display Corp. \Pa\ (4.7%), ASML Holding N.V. (4.4%) and Advanced Energy Industries Inc. (4.0%). Against the quarter before, it opened 26 positions, added to 24, trimmed 26 and sold out of 27.

Reported holdings$1.30B+20.1% on Q1 2026
Positions76-1 on Q1 2026
The largest ten36.5%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toTrimmed
OLED4.7%ASML4.4%AEIS4.0%MKSI3.7%QCOM3.6%AMZN3.5%TSM3.3%MXL3.1%INTC3.1%SNPS3.1%MSFT3.1%P3.0%FOXA2.9%EQIX2.5%62 more52.0%

The 14 largest of its 76 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $573.0 million in 59 positions$573MQ3 24Q4 2024: $900.6 million in 66 positions$901MQ4 24Q1 2025: $825.3 million in 66 positions$825MQ1 25Q2 2025: $1.11 billion in 91 positions$1.11BQ2 25Q3 2025: $1.08 billion in 82 positions$1.08BQ3 25Q4 2025: $1.16 billion in 84 positions$1.16BQ4 25Q1 2026: $1.09 billion in 77 positions$1.09BQ1 26Q2 2026: $1.30 billion in 76 positions$1.30BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 26Added 24Trimmed 26Sold out 27
Opened: 26Added: 24Trimmed: 26Sold out: 27

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 26

  1. Qualcomm Inc. QCOM$46.9 million
  2. Intel Corp. INTC$40.7 million
  3. Fox Corp. FOXA$37.6 million
  4. Arista Networks, Inc. ANET$30.0 million
  5. Verizon Communications Inc. VZ$20.1 million
  6. NVIDIA Corp. NVDA$17.9 million
  7. Microchip Technology Inc. MCHP$17.2 million
  8. Workday, Inc. WDAY$15.4 million

and 18 more in the table below

Added to 24

  1. Universal Display Corp. \Pa\ OLED+636,163 shares · +979%
  2. Taiwan Semiconductor Manufacturing Company Limited TSM+74,551 shares · +481%
  3. Everpure, Inc. P+384,503 shares · +354%
  4. Charter Communications, Inc. CHTR+145,278 shares · +508%
  5. Teradata Corp. TDC+497,581 shares · +1106%
  6. Crown Castle Inc. CCI+224,023 shares · +568%
  7. DoorDash, Inc. DASH+83,348 shares · +257%
  8. Sanmina Corp. SANM+56,507 shares · +1413%

and 16 more in the table below

Trimmed 26

  1. Maxlinear, Inc. MXL-526,888 shares · -62%
  2. Sandisk Corp. SNDK-16,977 shares · -71%
  3. Flex Ltd. FLEX-228,197 shares · -98%
  4. MKS Inc. MKSI-55,266 shares · -34%
  5. S&P Global Inc. SPGI-60,011 shares · -93%
  6. F5, Inc. FFIV-51,740 shares · -88%
  7. Intuit Inc. INTU-67,963 shares · -93%
  8. ASML Holding N.V. ASML-8,364 shares · -22%

and 18 more in the table below

Sold out of 27

  1. Verisign Inc. VRSN$28.7 million last quarter
  2. Monolithic Power Systems, Inc. MPWR$26.9 million last quarter
  3. Semtech Corp. SMTC$26.5 million last quarter
  4. Cisco Systems, Inc. CSCO$24.0 million last quarter
  5. Seagate Technology Holdings plc STX$23.6 million last quarter
  6. Visa Inc. V$21.6 million last quarter
  7. Global Payments Inc. GPN$18.0 million last quarter
  8. TransUnion TRU$17.8 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Universal Display Corp. \Pa\ OLED701,163$60.7 million4.66%+636,163
ASML Holding N.V. ASML28,904$57.5 million4.41%-8,364
Advanced Energy Industries Inc. AEIS139,963$52.2 million4.00%+19,695
MKS Inc. MKSI107,496$47.8 million3.67%-55,266
Qualcomm Inc. QCOM253,732$46.9 million3.60%new
Amazon.com Inc. AMZN193,437$46.1 million3.54%-17,131
Taiwan Semiconductor Manufacturing Company Limited TSM90,051$43.0 million3.30%+74,551
Maxlinear, Inc. MXL319,217$40.9 million3.13%-526,888
Intel Corp. INTC291,791$40.7 million3.12%new
Synopsys Inc. SNPS89,659$40.0 million3.07%-1,857
Microsoft Corp. MSFT107,134$40.0 million3.06%-7,144
Everpure, Inc. P493,074$38.8 million2.98%+384,503
Fox Corp. FOXA720,607$37.6 million2.88%new
Equinix Inc. EQIX31,723$33.1 million2.54%+12,871
Meta Platforms, Inc. META56,290$31.7 million2.43%+8,432
Arista Networks, Inc. ANET176,385$30.0 million2.30%new
Mastercard Inc. MA57,142$29.3 million2.25%+11,431
Motorola Solutions, Inc. MSI67,584$28.1 million2.15%+25,791
SBA Communications Corp. SBAC147,995$26.1 million2.00%+69,422
Charter Communications, Inc. CHTR173,849$24.7 million1.90%+145,278
Coherent Corp. COHR55,534$21.9 million1.68%-30,432
DoorDash, Inc. DASH115,777$21.4 million1.64%+83,348
Verizon Communications Inc. VZ474,770$20.1 million1.54%new
Crown Castle Inc. CCI263,466$20.0 million1.53%+224,023
Take-Two Interactive Software, Inc. TTWO78,573$19.6 million1.51%-42,856
Teradata Corp. TDC542,581$18.8 million1.44%+497,581
Aurora Innovation Inc. AUR2,721,766$18.6 million1.42%+1,318,913
NVIDIA Corp. NVDA89,310$17.9 million1.37%new
Microchip Technology Inc. MCHP188,938$17.2 million1.32%new
Micron Technology Inc. MU13,875$16.0 million1.23%-9,125
Sandisk Corp. SNDK7,000$15.9 million1.22%-16,977
Workday, Inc. WDAY125,969$15.4 million1.18%new
Airbnb, Inc. ABNB107,631$15.4 million1.18%-93,656
Sanmina Corp. SANM60,507$15.3 million1.17%+56,507
EchoStar Corp. ECHO150,000$15.2 million1.17%new
Plexus Corp. PLXS49,301$14.8 million1.14%-1,108
Coupang Inc. Class A CPNG828,592$14.4 million1.10%+47,039
Snowflake Inc. SNOW56,040$14.3 million1.09%+28,735
Spotify Technology S.A. SPOT29,591$13.6 million1.04%+7,945
First Solar, Inc. FSLR57,362$13.5 million1.04%-38,070
Etsy Inc. ETSY178,571$13.5 million1.03%new
Liberty Media Corp. Del FWONK129,853$12.4 million0.95%new
Arrow Electronics, Inc. ARW57,785$12.3 million0.95%-32,215
Jabil Inc. JBL30,748$11.9 million0.91%+14,929
Keysight Technologies, Inc. KEYS32,183$11.3 million0.86%new
Affirm Hldgs Inc. AFRM127,664$10.4 million0.80%new
Dycom Industries Inc. DY17,144$8.7 million0.66%new
Ambarella Inc. AMBA100,935$8.7 million0.66%+41,843
Avnet Inc. AVT97,391$8.7 million0.66%new
Reddit, Inc. RDDT43,177$7.5 million0.57%new
Lumentum Holdings Inc. LITE7,143$6.1 million0.47%-15,710
Shoals Technologies Group in SHLS609,206$6.0 million0.46%+441,206
T-Mobile US, Inc. TMUS35,714$6.0 million0.46%-71,433
Array Technologies Inc. ARRY679,715$5.0 million0.39%-301,385
Toast, Inc. TOST157,139$4.4 million0.34%+14,282
Archer Aviation Inc. ACHR890,588$4.2 million0.32%-37,040
Versant Media Group, Inc. VSNT95,693$3.4 million0.26%+9,979
Mongodb Inc. MDB10,029$3.4 million0.26%-48,834
F5, Inc. FFIV7,103$3.0 million0.23%-51,740
Tesla, Inc. TSLA6,500$2.7 million0.21%new
Lumen Technologies, Inc. LUMN336,666$2.6 million0.20%new
Factset Research Systems Inc. FDS9,002$2.1 million0.16%new
Trimble Inc. TRMB35,000$1.8 million0.14%new
S&P Global Inc. SPGI4,285$1.7 million0.13%-60,011
ServiceNow, Inc. NOW16,654$1.7 million0.13%new
Zebra Technologies Corp. ZBRA5,500$1.4 million0.11%new
Beta Technologies Inc. BETA86,000$1.4 million0.11%new
Intuit Inc. INTU5,013$1.3 million0.10%-67,963
Paycom Software, Inc. PAYC7,706$968,4900.07%-15,007
Hubspot Inc. HUBS5,200$949,0520.07%new
Elastic N V ESTC16,372$933,5310.07%-39,834
Enovix Corporation ENVX140,000$849,8000.07%new
Palo Alto Networks Inc. PANW2,423$826,2910.06%-577
Flex Ltd. FLEX5,000$810,3500.06%-228,197
Twilio Inc. TWLO3,069$633,2270.05%new
Innoviz Technologies Ltd INVZ39,551$30,1060.00%+581
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 27 it sold out of are in the box above.