13F-HR filed by SORA INVESTORS LLC
SORA INVESTORS LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 91 holding rows worth $1,107,462,887.
- Accession
- 0001214659-25-012233
- Filer
- CIK 1894532
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 91 entries on the cover page, a total value of $1,107,462,887 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,107,462,887 with VALUE read as dollars as filed, 13F file number 028-22100. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Analog Devices,Inc. | 032654105 | COM | 197,080 | $46,908,982 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 244,337 | $38,602,803 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 171,427 | $37,609,370 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 532,378 | $36,936,386 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 1,014,287 | $36,199,903 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 44,857 | $35,947,951 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 185,720 | $32,729,436 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 255,922 | $31,736,887 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 62,860 | $31,267,193 | dollars as filed | |
| FISERV INC | 337738108 | COM | 174,456 | $30,077,959 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 172,934 | $28,627,494 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 42,860 | $24,084,748 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 283,025 | $23,018,423 | dollars as filed | |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 82706C108 | ADR | 305,435 | $22,959,549 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 28,573 | $22,728,964 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 253,059 | $22,575,393 | dollars as filed | |
| TRANSUNION COM | 89400J107 | Stock | 255,102 | $22,448,976 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 80,889 | $22,057,621 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 88,590 | $21,838,321 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 39,303 | $20,724,079 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 85,714 | $20,571,360 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 288,986 | $20,335,945 | dollars as filed | |
| UNIVERSAL DISPLAY CORP | 91347P105 | COM | 130,720 | $20,191,011 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 27,143 | $20,033,977 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 260,001 | $17,661,868 | dollars as filed | |
| ARCHER AVIATION INC | 03945R102 | COM CL A | 1,509,899 | $16,382,404 | dollars as filed | |
| MOBILEYE GLOBAL INC | 60741F104 | COMMON CLASS A | 896,386 | $16,117,020 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 525,717 | $15,214,250 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 146,296 | $15,028,988 | dollars as filed | |
| SAMSARA INC COM CL A | 79589L106 | Stock | 354,606 | $14,106,227 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 99,998 | $13,432,731 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 371,430 | $13,319,480 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 78,571 | $13,253,356 | dollars as filed | |
| GLOBANT S A | L44385109 | COM | 128,423 | $11,665,945 | dollars as filed | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 72,286 | $11,544,074 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 71,429 | $10,755,065 | dollars as filed | |
| SPY | 78462F103 | SHS | 16,965 | $10,481,825 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 242,687 | $10,408,845 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 49,999 | $10,154,297 | dollars as filed | |
| IRON MTN INC DEL COM | 46284V101 | REIT | 95,977 | $9,844,361 | dollars as filed | |
| ENOVIX CORPORATION COM | 293594107 | Stock | 950,000 | $9,823,000 | dollars as filed | |
| CINEMARK HLDGS INC COM | 17243V102 | Stock | 322,039 | $9,719,137 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 27,144 | $9,502,572 | dollars as filed | |
| SHIFT4 PMTS INC CL A | 82452J109 | Stock | 85,714 | $8,495,115 | dollars as filed | |
| VERISIGN INC COM | 92343E102 | Stock | 28,572 | $8,251,594 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 185,716 | $8,225,362 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 37,143 | $7,799,659 | dollars as filed | |
| EPAM SYS INC COM | 29414B104 | Stock | 42,352 | $7,488,681 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 81,833 | $7,399,340 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 160,474 | $7,277,496 | dollars as filed | |
| TRIMBLE INC COM | 896239100 | Stock | 90,160 | $6,850,357 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 84,060 | $6,779,439 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 8,573 | $6,578,406 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 20,000 | $6,289,600 | dollars as filed | |
| ELASTIC N V ORD SHS | N14506104 | Stock | 74,286 | $6,264,538 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 125,508 | $6,148,637 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 14,743 | $6,027,086 | dollars as filed | |
| MKS INC. COM | 55306N104 | Stock | 57,679 | $5,730,985 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 36,853 | $5,575,122 | dollars as filed | |
| TKO GROUP HOLDINGS INC CL A | 87256C101 | Stock | 28,573 | $5,198,857 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 33,065 | $5,161,777 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 53,707 | $5,105,387 | dollars as filed | |
| AMBARELLA INC | G037AX101 | SHS | 75,908 | $5,014,862 | dollars as filed | |
| GENPACT LIMITED SHS | G3922B107 | Stock | 112,294 | $4,942,059 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 45,400 | $4,744,300 | dollars as filed | |
| SOLAREDGE TECHNOLOGIES INC | 83417M104 | COM | 211,587 | $4,316,375 | dollars as filed | |
| CERIDIAN HCM HLDG INC | 15677J108 | COM | 74,286 | $4,114,702 | dollars as filed | |
| FORMFACTOR INC COM | 346375108 | Stock | 112,154 | $3,859,219 | dollars as filed | |
| Apple Inc | 037833100 | COM | 17,717 | $3,634,997 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 5,500 | $2,819,740 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 56,000 | $2,795,520 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 60,000 | $2,708,400 | dollars as filed | |
| ADVANCED ENERGY INDS COM | 007973100 | Stock | 18,720 | $2,480,400 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 214,286 | $2,455,718 | dollars as filed | |
| HENRY JACK & ASSOC INC | 426281101 | COM | 12,949 | $2,333,021 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 6,326 | $2,246,046 | dollars as filed | |
| PROCORE TECHNOLOGIES INC COM | 74275K108 | Stock | 31,748 | $2,172,198 | dollars as filed | |
| MARQETA INC | 57142B104 | CLASS A COM | 371,449 | $2,165,548 | dollars as filed | |
| SANMINA CORP COM | 801056102 | Stock | 22,000 | $2,152,260 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 20,001 | $1,946,897 | dollars as filed | |
| GITLAB INC CLASS A COM | 37637K108 | Stock | 42,858 | $1,933,324 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 4,554 | $1,840,818 | dollars as filed | |
| MSCI INC COM | 55354G100 | Stock | 3,035 | $1,750,406 | dollars as filed | |
| THOMSON REUTERS CORP COM | 884903808 | Stock | 8,690 | $1,747,820 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 929 | $1,698,175 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 14,000 | $1,413,020 | dollars as filed | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 15,715 | $1,279,358 | dollars as filed | |
| TERADATA CORP DEL | 88076W103 | COM | 55,000 | $1,227,050 | dollars as filed | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 15,203 | $1,186,290 | dollars as filed | |
| ALLEGRO MICROSYSTEMS INC | 01749D105 | COM | 25,000 | $854,750 | dollars as filed | |
| ARRAY TECHNOLOGIES, INC. | 04271T100 | COM SHS | 60,000 | $354,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-25-012233 | this filing | 2025-08-14 | acceptance time not in the bulk data set |