13F-HR filed by SORA INVESTORS LLC
SORA INVESTORS LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 84 holding rows worth $1,161,304,419.
- Accession
- 0001214659-26-001985
- Filer
- CIK 1894532
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 84 entries on the cover page, a total value of $1,161,304,419 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,161,304,419 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 |
|---|---|---|---|---|---|---|
| Microsoft Corp | 594918104 | COM | 117,186 | $56,673,493 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 204,572 | $52,572,958 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 48,662 | $52,061,527 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 205,797 | $47,502,064 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 72,261 | $41,252,360 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 202,595 | $37,783,968 | dollars as filed | |
| ADVANCED ENERGY INDS COM | 007973100 | Stock | 175,528 | $36,750,297 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 66,305 | $34,650,330 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 176,315 | $30,955,625 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 37,572 | $28,786,164 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 216,405 | $28,355,547 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 5,048 | $27,033,706 | dollars as filed | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 811,161 | $25,997,710 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 337,491 | $24,869,712 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 79,954 | $22,819,671 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 47,866 | $22,483,618 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 36,665 | $21,291,732 | dollars as filed | |
| UNIVERSAL DISPLAY CORP | 91347P105 | COM | 181,566 | $21,203,277 | dollars as filed | |
| GLOBAL PMTS INC | 37940X102 | COM | 252,912 | $19,575,389 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 98,247 | $19,149,323 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 199,988 | $18,750,875 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 26,834 | $17,775,378 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 95,582 | $17,641,570 | dollars as filed | |
| FISERV INC | 337738108 | COM | 260,136 | $17,473,335 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 230,054 | $16,927,373 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 116,344 | $16,548,771 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 39,380 | $16,527,392 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 24,863 | $16,411,818 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 105,711 | $16,193,868 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 244,192 | $15,559,914 | dollars as filed | |
| VERISIGN INC COM | 92343E102 | Stock | 63,460 | $15,417,607 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 58,900 | $15,386,447 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 95,082 | $15,305,350 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 419,103 | $14,882,348 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 125,982 | $14,332,972 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 83,562 | $13,901,374 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 14,771 | $13,387,844 | dollars as filed | |
| EPAM SYS INC COM | 29414B104 | Stock | 62,622 | $12,829,995 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 55,806 | $12,241,604 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 74,458 | $12,072,620 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 57,804 | $12,066,585 | dollars as filed | |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 82706C108 | ADR | 128,221 | $11,886,087 | dollars as filed | |
| SUNRUN INC | 86771W105 | COM | 634,400 | $11,672,960 | dollars as filed | |
| AMBARELLA INC | G037AX101 | SHS | 162,733 | $11,528,006 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 128,572 | $10,505,618 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 39,325 | $9,039,638 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 126,153 | $7,622,164 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 39,889 | $7,347,554 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 29,320 | $6,959,982 | dollars as filed | |
| Apple Inc | 037833100 | COM | 25,290 | $6,875,339 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 16,159 | $6,484,607 | dollars as filed | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 73,443 | $5,930,522 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 21,679 | $5,816,476 | dollars as filed | |
| ELASTIC N V ORD SHS | N14506104 | Stock | 76,380 | $5,762,107 | dollars as filed | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 25,290 | $5,753,728 | dollars as filed | |
| GLOBANT S A | L44385109 | COM | 85,714 | $5,603,124 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 30,349 | $5,228,222 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 10,031 | $4,566,914 | dollars as filed | |
| IRON MTN INC DEL COM | 46284V101 | REIT | 47,345 | $3,927,268 | dollars as filed | |
| DUOLINGO INC CL A COM | 26603R106 | Stock | 20,866 | $3,661,983 | dollars as filed | |
| REMITLY GLOBAL INC | 75960P104 | COM | 260,137 | $3,589,891 | dollars as filed | |
| GLOBALFOUNDRIES INC | G39387108 | ORDINARY SHARES | 101,164 | $3,532,647 | dollars as filed | |
| FORMFACTOR INC COM | 346375108 | Stock | 60,699 | $3,385,790 | dollars as filed | |
| SBA COMMUNICATIONS CORP CL A | 78410G104 | REIT | 16,085 | $3,111,322 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 32,474 | $2,885,964 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 8,599 | $2,545,390 | dollars as filed | |
| JABIL INC COM | 466313103 | Stock | 11,128 | $2,537,407 | dollars as filed | |
| ZEBRA TECHNOLOGIES CORPORATION CL A | 989207105 | Stock | 10,116 | $2,456,367 | dollars as filed | |
| ARCHER AVIATION INC | 03945R102 | COM CL A | 323,726 | $2,434,420 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 94,235 | $2,340,797 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 5,312 | $2,241,770 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 15,327 | $2,184,098 | dollars as filed | |
| TRIMBLE INC COM | 896239100 | Stock | 26,303 | $2,060,840 | dollars as filed | |
| MOBILEYE GLOBAL INC | 60741F104 | COMMON CLASS A | 192,212 | $2,006,693 | dollars as filed | |
| POWER INTEGRATIONS INC COM | 739276103 | Stock | 56,326 | $2,001,826 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 9,257 | $1,990,625 | dollars as filed | |
| GITLAB INC CLASS A COM | 37637K108 | Stock | 50,078 | $1,879,427 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 7,587 | $1,718,304 | dollars as filed | |
| SANMINA CORP COM | 801056102 | Stock | 10,117 | $1,518,258 | dollars as filed | |
| TERADATA CORP DEL | 88076W103 | COM | 45,524 | $1,385,751 | dollars as filed | |
| CINEMARK HLDGS INC COM | 17243V102 | Stock | 53,111 | $1,234,300 | dollars as filed | |
| ARRAY TECHNOLOGIES, INC. | 04271T100 | COM SHS | 101,164 | $932,732 | dollars as filed | |
| ENOVIX CORPORATION COM | 293594107 | Stock | 121,398 | $887,419 | dollars as filed | |
| INNOVIZ TECHNOLOGIES LTD | M5R635108 | SHS | 1,015,791 | $866,571 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-26-001985 | this filing | 2026-02-17 | acceptance time not in the bulk data set |