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13F-HR filed by SORA INVESTORS LLC

SORA INVESTORS LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 77 holding rows worth $1,085,857,074.

Accession
0001894532-26-000002
Filed
2026-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 77 entries on the cover page, a total value of $1,085,857,074 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,085,857,074 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 filedCUSIPClassAmountValueValue read asType
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK37,268$49,224,692dollars as filed
Amazon.com, Inc023135106COM210,568$43,854,997dollars as filed
Microsoft Corp594918104COM114,278$42,302,287dollars as filed
ADVANCED ENERGY INDS COM007973100Stock120,268$38,811,686dollars as filed
MKS INC. COM55306N104Stock162,762$37,404,335dollars as filed
SYNOPSYS INC COM871607107Stock91,516$36,284,264dollars as filed
Intuit Inc.461202103COM72,976$31,553,363dollars as filed
VERISIGN INC COM92343E102Stock115,701$28,735,500dollars as filed
META PLATFORMS INC CL A30303M102COM47,858$27,380,998dollars as filed
S&P Global,Inc.78409V104COM64,296$27,347,661dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock24,585$26,880,010dollars as filed
SEMTECH CORP COM816850101Stock344,047$26,453,774dollars as filed
Airbnb, Inc. Class A009066101COM201,287$25,418,522dollars as filed
Cisco Systems,Inc.17275R102COM309,622$24,023,571dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock121,429$23,982,228dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS60,342$23,639,582dollars as filed
MasterCard, Inc57636Q104COM45,711$22,839,958dollars as filed
T-Mobile US,Inc.872590104COM107,147$22,504,084dollars as filed
Visa Inc92826C839COM71,428$21,588,399dollars as filed
COHERENT CORP COM19247G107Stock85,966$20,477,961dollars as filed
FIRST SOLAR INC COM336433107Stock95,432$18,824,916dollars as filed
EQUINIX INC COM29444U700REIT18,852$18,479,484dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock41,793$18,136,908dollars as filed
GLOBAL PMTS INC37940X102COM267,754$18,019,844dollars as filed
TRANSUNION COM89400J107Stock257,141$17,791,586dollars as filed
F5 INC COM315616102Stock58,843$17,025,045dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock22,853$16,060,174dollars as filed
Applied Materials,Inc.038222105COM46,429$15,868,968dollars as filed
FLEX LTD ORDY2573F102Stock233,197$15,265,076dollars as filed
SanDisk Corporation80004C200COM23,977$15,233,547dollars as filed
ASTERA LABS INC COM04626A103COM136,079$14,914,258dollars as filed
COUPANG INC22266T109CL A781,553$14,755,721dollars as filed
MAXLINEAR INC57776J100COM846,105$14,713,766dollars as filed
MONGODB INC CL A60937P106Stock58,863$14,407,897dollars as filed
SUNRUN INC86771W105COM1,013,157$13,738,409dollars as filed
SBA COMMUNICATIONS CORP CL A78410G104REIT78,573$13,523,199dollars as filed
ARROW ELECTRS INC042735100COM90,000$12,906,900dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS85,000$12,858,800dollars as filed
OMNICOM GROUP INC COM681919106Stock142,861$10,758,862dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK21,646$10,496,362dollars as filed
PLEXUS CORP COM729132100Stock50,409$10,209,839dollars as filed
SEA LTD81141R100SPONSORD ADS120,329$9,964,444dollars as filed
STMICROELECTRONICS N V NY REGISTRY861012102ADR250,000$8,637,500dollars as filed
DATADOGINCCLASSA23804L103STOK72,286$8,533,362dollars as filed
AT&T Inc00206R102COM292,857$8,489,924dollars as filed
LIVE NATION ENTERTAINMENT INC COM538034109Stock54,365$8,291,206dollars as filed
Uber Technologies90353T100COM114,286$8,220,592dollars as filed
Micron Technology,Inc.595112103COM23,000$7,770,320dollars as filed
ARRAY TECHNOLOGIES, INC.04271T100COM SHS981,100$7,093,353dollars as filed
BLOCK INC CL A852234103Stock114,286$6,877,731dollars as filed
GLOBALFOUNDRIES INCG39387108ORDINARY SHARES149,880$6,666,662dollars as filed
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR82706C108ADR58,166$6,531,460dollars as filed
EVERPURE INC CL A74624M102Stock108,571$6,410,032dollars as filed
CHARTER COMMUNICATIONS INC N16119P108COM28,571$6,167,907dollars as filed
POWER INTEGRATIONS INC COM739276103Stock120,000$6,144,000dollars as filed
UNIVERSAL DISPLAY CORP91347P105COM65,000$5,957,900dollars as filed
AURORA INNOVATION INC CLASS A COM051774107Stock1,402,853$5,779,754dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS15,500$5,238,225dollars as filed
DOORDASH INC CL A25809K105Stock32,429$4,869,214dollars as filed
ARCHER AVIATION INC03945R102COM CL A927,628$4,795,837dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock50,000$4,638,000dollars as filed
JABIL INC COM466313103Stock15,819$4,202,001dollars as filed
SNOWFLAKE INC COM SHS833445109Stock27,305$4,118,140dollars as filed
TOASTINCCLASSCLASSA888787108STOK142,857$3,787,139dollars as filed
CROWN CASTLE INC COM22822V101REIT39,443$3,207,110dollars as filed
VSNT925283103COM85,714$3,173,132dollars as filed
AMBARELLA INCG037AX101SHS59,092$3,041,761dollars as filed
ELASTIC N V ORD SHSN14506104Stock56,206$2,809,738dollars as filed
PAYCOMSOFTWAREINC70432V102STOK22,713$2,760,538dollars as filed
AUTODESK INC COM052769106Stock9,500$2,274,300dollars as filed
TERADATA CORP DEL88076W103COM45,000$1,153,350dollars as filed
SHOALS TECHNOLOGIES GROUP INC CL A82489W107Stock168,000$1,105,440dollars as filed
FABRINET SHSG3323L100Stock1,500$782,280dollars as filed
ZOOM COMMUNICATIONS INC CL A98980L101Stock8,000$643,120dollars as filed
SANMINA CORP COM801056102Stock4,000$518,560dollars as filed
PALO ALTO NETWORKS INC697435105COM3,000$480,960dollars as filed
INNOVIZ TECHNOLOGIES LTDM5R635108SHS38,970$24,649dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001894532-26-000002this filing2026-05-15acceptance time not in the bulk data set