13F-HR filed by SORA INVESTORS LLC
SORA INVESTORS LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 82 holding rows worth $1,081,627,360.
- Accession
- 0001214659-25-016639
- Filer
- CIK 1894532
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 82 entries on the cover page, a total value of $1,081,627,360 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,081,627,360 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 |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 276,537 | $51,596,273 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 205,678 | $42,110,514 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 39,048 | $37,801,978 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 68,567 | $35,514,278 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 159,507 | $35,176,079 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 157,142 | $34,503,669 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 276,487 | $29,783,180 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 423,034 | $27,167,243 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 55,715 | $27,117,048 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 78,601 | $26,832,809 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 210,039 | $24,049,466 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 99,299 | $23,770,195 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 18,571 | $22,265,143 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 30,001 | $22,032,134 | dollars as filed | |
| VERISIGN INC COM | 92343E102 | Stock | 78,571 | $21,966,094 | dollars as filed | |
| WIX COM LTD SHS | M98068105 | Stock | 114,287 | $20,300,800 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 28,571 | $19,942,558 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 215,452 | $19,920,692 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 24,998 | $19,579,434 | dollars as filed | |
| UNIVERSAL DISPLAY CORP | 91347P105 | COM | 136,190 | $19,560,970 | dollars as filed | |
| TRANSUNION COM | 89400J107 | Stock | 215,962 | $18,093,296 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 77,201 | $17,580,984 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 71,424 | $16,927,488 | dollars as filed | |
| SBA COMMUNICATIONS CORP CL A | 78410G104 | REIT | 85,715 | $16,572,995 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 62,858 | $15,500,783 | dollars as filed | |
| ZEBRA TECHNOLOGIES CORPORATION CL A | 989207105 | Stock | 51,827 | $15,400,911 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 6,428 | $15,021,850 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 471,429 | $14,812,299 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 31,428 | $14,702,018 | dollars as filed | |
| JABIL INC COM | 466313103 | Stock | 66,338 | $14,406,623 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 242,260 | $14,043,812 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 185,245 | $13,235,755 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 54,287 | $13,068,510 | dollars as filed | |
| AMBARELLA INC | G037AX101 | SHS | 152,367 | $12,573,325 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 42,857 | $12,053,103 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 42,875 | $11,661,571 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 71,430 | $11,407,371 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 16,425 | $11,216,797 | dollars as filed | |
| SUPER MICRO COMPUTER INC | 86800U302 | COM NEW | 233,338 | $11,186,224 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 35,715 | $11,085,222 | dollars as filed | |
| SUNRUN INC | 86771W105 | COM | 604,117 | $10,445,183 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 142,848 | $10,323,625 | dollars as filed | |
| IRON MTN INC DEL COM | 46284V101 | REIT | 100,319 | $10,226,519 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 105,041 | $10,135,406 | dollars as filed | |
| INTERPUBLIC GROUP COS | 460690100 | COM | 341,001 | $9,517,338 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 62,858 | $8,950,979 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 42,857 | $8,726,542 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 71,959 | $8,639,398 | dollars as filed | |
| ETSY INC | 29786A106 | COM | 125,716 | $8,346,285 | dollars as filed | |
| SIX FLAGS ENTERTAINMENT CORP COM | 83001C108 | Stock | 356,428 | $8,098,044 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 10,998 | $7,902,503 | dollars as filed | |
| ELASTIC N V ORD SHS | N14506104 | Stock | 88,569 | $7,483,195 | dollars as filed | |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 82706C108 | ADR | 71,534 | $6,782,139 | dollars as filed | |
| CONFLUENT INC | 20717M103 | CLASS A COM | 328,576 | $6,505,805 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 24,288 | $6,384,587 | dollars as filed | |
| FISERV INC | 337738108 | COM | 47,528 | $6,127,785 | dollars as filed | |
| GENPACT LIMITED SHS | G3922B107 | Stock | 142,860 | $5,984,405 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 57,143 | $5,719,443 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 11,402 | $5,625,633 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 29,777 | $5,470,928 | dollars as filed | |
| SPORTRADAR GROUP AG | H8088L103 | COM | 200,905 | $5,404,344 | dollars as filed | |
| ADVANCED ENERGY INDS COM | 007973100 | Stock | 30,634 | $5,212,069 | dollars as filed | |
| EPAM SYS INC COM | 29414B104 | Stock | 34,137 | $5,147,518 | dollars as filed | |
| GLOBANT S A | L44385109 | COM | 85,335 | $4,896,522 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 43,394 | $4,868,807 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 12,776 | $4,819,618 | dollars as filed | |
| GLOBAL PMTS INC | 37940X102 | COM | 57,144 | $4,747,524 | dollars as filed | |
| MOBILEYE GLOBAL INC | 60741F104 | COMMON CLASS A | 327,856 | $4,629,327 | dollars as filed | |
| INNOVIZ TECHNOLOGIES LTD | M5R635108 | SHS | 2,209,273 | $4,506,917 | dollars as filed | |
| Apple Inc | 037833100 | COM | 17,134 | $4,362,830 | dollars as filed | |
| MKS INC. COM | 55306N104 | Stock | 33,956 | $4,202,734 | dollars as filed | |
| FORMFACTOR INC COM | 346375108 | Stock | 113,538 | $4,135,054 | dollars as filed | |
| ARROW ELECTRS INC | 042735100 | COM | 31,746 | $3,841,266 | dollars as filed | |
| TRIMBLE INC COM | 896239100 | Stock | 44,000 | $3,592,600 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 14,284 | $3,285,177 | dollars as filed | |
| GITLAB INC CLASS A COM | 37637K108 | Stock | 71,987 | $3,245,174 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 78,157 | $2,923,072 | dollars as filed | |
| IONQ INC COM | 46222L108 | Stock | 34,999 | $2,152,438 | dollars as filed | |
| ARCHER AVIATION INC | 03945R102 | COM CL A | 200,000 | $1,916,000 | dollars as filed | |
| SANMINA CORP COM | 801056102 | Stock | 15,118 | $1,740,233 | dollars as filed | |
| ENOVIX CORPORATION COM | 293594107 | Stock | 155,399 | $1,549,328 | dollars as filed | |
| TERADATA CORP DEL | 88076W103 | COM | 70,273 | $1,511,572 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-25-016639 | this filing | 2025-11-14 | acceptance time not in the bulk data set |