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SORA INVESTORS LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,303,996,596
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- UNIVERSAL DISPLAY CORP · COM · 91347P105 · shares: $60,713,704
- ASML HLDG NV · N Y REGISTRY SHS · N07059210 · shares: $57,502,774
- ADVANCED ENERGY INDS · COM · 007973100 · shares: $52,188,004
- MKS INC. · COM · 55306N104 · shares: $47,814,221
- QUALCOMM INC · COM · 747525103 · shares: $46,887,136
- AMAZON COM INC · COM · 023135106 · shares: $46,103,775
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $43,005,656
- MAXLINEAR INC · COM · 57776J100 · shares: $40,869,353
- INTEL CORP · COM · 458140100 · shares: $40,742,777
- SYNOPSYS INC · COM · 871607107 · shares: $39,994,190
Reported holdings
76 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | — | 701,163 shares | $60,713,704 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 28,904 shares | $57,502,774 |
| ADVANCED ENERGY INDS | COM | 007973100 | — | 139,963 shares | $52,188,004 |
| MKS INC. | COM | 55306N104 | — | 107,496 shares | $47,814,221 |
| QUALCOMM INC | COM | 747525103 | — | 253,732 shares | $46,887,136 |
| AMAZON COM INC | COM | 023135106 | — | 193,437 shares | $46,103,775 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 90,051 shares | $43,005,656 |
| MAXLINEAR INC | COM | 57776J100 | — | 319,217 shares | $40,869,353 |
| INTEL CORP | COM | 458140100 | — | 291,791 shares | $40,742,777 |
| SYNOPSYS INC | COM | 871607107 | — | 89,659 shares | $39,994,190 |
| MICROSOFT CORP | COM | 594918104 | — | 107,134 shares | $39,963,125 |
| EVERPURE INC | CL A | 74624M102 | — | 493,074 shares | $38,849,300 |
| FOX CORP | CL A COM | 35137L105 | — | 720,607 shares | $37,586,861 |
| EQUINIX INC | COM | 29444U700 | — | 31,723 shares | $33,067,738 |
| META PLATFORMS INC | CL A | 30303M102 | — | 56,290 shares | $31,707,594 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 176,385 shares | $29,964,284 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 57,142 shares | $29,348,131 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 67,584 shares | $28,066,959 |
| SBA COMMUNICATIONS CORP | CL A | 78410G104 | — | 147,995 shares | $26,115,198 |
| CHARTER COMMUNICATIONS INC | CL A | 16119P108 | — | 173,849 shares | $24,723,066 |
| COHERENT CORP | COM | 19247G107 | — | 55,534 shares | $21,906,497 |
| DOORDASH INC | CL A | 25809K105 | — | 115,777 shares | $21,364,330 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 474,770 shares | $20,101,762 |
| CROWN CASTLE INC | COM | 22822V101 | — | 263,466 shares | $19,952,280 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | — | 78,573 shares | $19,641,679 |
| TERADATA CORP DEL | COM | 88076W103 | — | 542,581 shares | $18,800,432 |
| AURORA INNOVATION INC | CLASS A COM | 051774107 | — | 2,721,766 shares | $18,562,444 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 89,310 shares | $17,870,038 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | — | 188,938 shares | $17,231,146 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 13,875 shares | $16,015,774 |
| SANDISK CORP | COM | 80004C200 | — | 7,000 shares | $15,916,110 |
| WORKDAY INC | CL A | 98138H101 | — | 125,969 shares | $15,421,125 |
| AIRBNB INC | COM CL A | 009066101 | — | 107,631 shares | $15,401,996 |
| SANMINA CORP | COM | 801056102 | — | 60,507 shares | $15,313,112 |
| ECHOSTAR CORP | CL A | 278768106 | — | 150,000 shares | $15,225,000 |
| PLEXUS CORP | COM | 729132100 | — | 49,301 shares | $14,823,332 |
| COUPANG INC | CL A | 22266T109 | — | 828,592 shares | $14,392,643 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 56,040 shares | $14,262,180 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 29,591 shares | $13,586,116 |
| FIRST SOLAR INC | COM | 336433107 | — | 57,362 shares | $13,535,138 |
| ETSY INC | COM | 29786A106 | — | 178,571 shares | $13,451,753 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | — | 129,853 shares | $12,354,214 |
| ARROW ELECTRS INC | COM | 042735100 | — | 57,785 shares | $12,331,897 |
| JABIL INC | COM | 466313103 | — | 30,748 shares | $11,852,739 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 32,183 shares | $11,266,303 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | — | 127,664 shares | $10,410,999 |
| DYCOM INDS INC | COM | 267475101 | — | 17,144 shares | $8,667,835 |
| AMBARELLA INC | SHS | G037AX101 | — | 100,935 shares | $8,660,223 |
| AVNET INC | COM | 053807103 | — | 97,391 shares | $8,650,269 |
| REDDIT INC | CL A | 75734B100 | — | 43,177 shares | $7,494,664 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 7,143 shares | $6,129,123 |
| SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 | — | 609,206 shares | $6,031,139 |
| T-MOBILE US INC | COM | 872590104 | — | 35,714 shares | $5,990,309 |
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | — | 679,715 shares | $5,036,688 |
| TOAST INC | CL A | 888787108 | — | 157,139 shares | $4,371,607 |
| ARCHER AVIATION INC | COM CL A | 03945R102 | — | 890,588 shares | $4,212,481 |
| VERSANT MEDIA GROUP INC | COM CL A | 925283103 | — | 95,693 shares | $3,445,905 |
| MONGODB INC | CL A | 60937P106 | — | 10,029 shares | $3,368,741 |
| F5 INC | COM | 315616102 | — | 7,103 shares | $2,954,564 |
| TESLA INC | COM | 88160R101 | — | 6,500 shares | $2,733,900 |
| LUMEN TECHNOLOGIES INC | COM | 550241103 | — | 336,666 shares | $2,585,595 |
| FACTSET RESH SYS INC | COM | 303075105 | — | 9,002 shares | $2,071,180 |
| TRIMBLE INC | COM | 896239100 | — | 35,000 shares | $1,791,300 |
| S&P GLOBAL INC | COM | 78409V104 | — | 4,285 shares | $1,745,109 |
| SERVICENOW INC | COM | 81762P102 | — | 16,654 shares | $1,653,409 |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | — | 5,500 shares | $1,447,930 |
| BETA TECHNOLOGIES INC | COM SHS CL A | 086921103 | — | 86,000 shares | $1,440,500 |
| INTUIT | COM | 461202103 | — | 5,013 shares | $1,308,393 |
| PAYCOM SOFTWARE INC | COM | 70432V102 | — | 7,706 shares | $968,490 |
| HUBSPOT INC | COM | 443573100 | — | 5,200 shares | $949,052 |
| ELASTIC N V | ORD SHS | N14506104 | — | 16,372 shares | $933,531 |
| ENOVIX CORPORATION | COM | 293594107 | — | 140,000 shares | $849,800 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 2,423 shares | $826,291 |
| FLEX LTD | ORD | Y2573F102 | — | 5,000 shares | $810,350 |
| TWILIO INC | CL A | 90138F102 | — | 3,069 shares | $633,227 |
| INNOVIZ TECHNOLOGIES LTD | SHS | M5R635108 | — | 39,551 shares | $30,106 |