13F-HR filed by SORA INVESTORS LLC
SORA INVESTORS LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 76 holding rows worth $1,303,996,596.
- Accession
- 0001894532-26-000003
- Filer
- CIK 1894532
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 76 entries on the cover page, a total value of $1,303,996,596 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,303,996,596 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 |
|---|---|---|---|---|---|---|
| UNIVERSAL DISPLAY CORP | 91347P105 | COM | 701,163 | $60,713,704 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 28,904 | $57,502,774 | dollars as filed | |
| ADVANCED ENERGY INDS COM | 007973100 | Stock | 139,963 | $52,188,004 | dollars as filed | |
| MKS INC. COM | 55306N104 | Stock | 107,496 | $47,814,221 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 253,732 | $46,887,136 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 193,437 | $46,103,775 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 90,051 | $43,005,656 | dollars as filed | |
| MAXLINEAR INC | 57776J100 | COM | 319,217 | $40,869,353 | dollars as filed | |
| Intel Corp | 458140100 | COM | 291,791 | $40,742,777 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 89,659 | $39,994,190 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 107,134 | $39,963,125 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 493,074 | $38,849,300 | dollars as filed | |
| FOX CORP CL A COM | 35137L105 | Stock | 720,607 | $37,586,861 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 31,723 | $33,067,738 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 56,290 | $31,707,594 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 176,385 | $29,964,284 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 57,142 | $29,348,131 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 67,584 | $28,066,959 | dollars as filed | |
| SBA COMMUNICATIONS CORP CL A | 78410G104 | REIT | 147,995 | $26,115,198 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 173,849 | $24,723,066 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 55,534 | $21,906,497 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 115,777 | $21,364,330 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 474,770 | $20,101,762 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 263,466 | $19,952,280 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 78,573 | $19,641,679 | dollars as filed | |
| TERADATA CORP DEL | 88076W103 | COM | 542,581 | $18,800,432 | dollars as filed | |
| AURORA INNOVATION INC CLASS A COM | 051774107 | Stock | 2,721,766 | $18,562,444 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 89,310 | $17,870,038 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 188,938 | $17,231,146 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 13,875 | $16,015,774 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 7,000 | $15,916,110 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 125,969 | $15,421,125 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 107,631 | $15,401,996 | dollars as filed | |
| SANMINA CORP COM | 801056102 | Stock | 60,507 | $15,313,112 | dollars as filed | |
| ECHOSTAR CORP | 278768106 | CL A | 150,000 | $15,225,000 | dollars as filed | |
| PLEXUS CORP COM | 729132100 | Stock | 49,301 | $14,823,332 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 828,592 | $14,392,643 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 56,040 | $14,262,180 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 29,591 | $13,586,116 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 57,362 | $13,535,138 | dollars as filed | |
| ETSY INC | 29786A106 | COM | 178,571 | $13,451,753 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 129,853 | $12,354,214 | dollars as filed | |
| ARROW ELECTRS INC | 042735100 | COM | 57,785 | $12,331,897 | dollars as filed | |
| JABIL INC COM | 466313103 | Stock | 30,748 | $11,852,739 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 32,183 | $11,266,303 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 127,664 | $10,410,999 | dollars as filed | |
| DYCOM INDS INC COM | 267475101 | Stock | 17,144 | $8,667,835 | dollars as filed | |
| AMBARELLA INC | G037AX101 | SHS | 100,935 | $8,660,223 | dollars as filed | |
| AVNET INC COM | 053807103 | Stock | 97,391 | $8,650,269 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 43,177 | $7,494,664 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 7,143 | $6,129,123 | dollars as filed | |
| SHOALS TECHNOLOGIES GROUP INC CL A | 82489W107 | Stock | 609,206 | $6,031,139 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 35,714 | $5,990,309 | dollars as filed | |
| ARRAY TECHNOLOGIES, INC. | 04271T100 | COM SHS | 679,715 | $5,036,688 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 157,139 | $4,371,607 | dollars as filed | |
| ARCHER AVIATION INC | 03945R102 | COM CL A | 890,588 | $4,212,481 | dollars as filed | |
| VSNT | 925283103 | COM | 95,693 | $3,445,905 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 10,029 | $3,368,741 | dollars as filed | |
| F5 INC COM | 315616102 | Stock | 7,103 | $2,954,564 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 6,500 | $2,733,900 | dollars as filed | |
| LUMEN TECHNOLOGIES INC | 550241103 | COM | 336,666 | $2,585,595 | dollars as filed | |
| FACTSET RESH SYS INC COM | 303075105 | Stock | 9,002 | $2,071,180 | dollars as filed | |
| TRIMBLE INC COM | 896239100 | Stock | 35,000 | $1,791,300 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 4,285 | $1,745,109 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 16,654 | $1,653,409 | dollars as filed | |
| ZEBRA TECHNOLOGIES CORPORATION CL A | 989207105 | Stock | 5,500 | $1,447,930 | dollars as filed | |
| BETA TECHNOLOGIES INC COM SHS CL A | 086921103 | Stock | 86,000 | $1,440,500 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 5,013 | $1,308,393 | dollars as filed | |
| PAYCOMSOFTWAREINC | 70432V102 | STOK | 7,706 | $968,490 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 5,200 | $949,052 | dollars as filed | |
| ELASTIC N V ORD SHS | N14506104 | Stock | 16,372 | $933,531 | dollars as filed | |
| ENOVIX CORPORATION COM | 293594107 | Stock | 140,000 | $849,800 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 2,423 | $826,291 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 5,000 | $810,350 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 3,069 | $633,227 | dollars as filed | |
| INNOVIZ TECHNOLOGIES LTD | M5R635108 | SHS | 39,551 | $30,106 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001894532-26-000003 | this filing | 2026-08-14 | acceptance time not in the bulk data set |