Holders — by stockHoldings — by fund
SORA INVESTORS LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001894532
$1.30B
disclosed book value
76
positions
4.7%
largest position share
Positions, as of 2026-06-30
top 76 of 76 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | OLEDUNIVERSAL DISPLAY CORP | 701,163 | $60.7M | 4.7% |
| 2 | ASMLASML HLDG NV | 28,904 | $57.5M | 4.4% |
| 3 | AEISADVANCED ENERGY INDS | 139,963 | $52.2M | 4% |
| 4 | MKSIMKS INC. | 107,496 | $47.8M | 3.7% |
| 5 | QCOMQUALCOMM INC | 253,732 | $46.9M | 3.6% |
| 6 | AMZNAMAZON COM INC | 193,437 | $46.1M | 3.5% |
| 7 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 90,051 | $43.0M | 3.3% |
| 8 | MXLMAXLINEAR INC | 319,217 | $40.9M | 3.1% |
| 9 | INTCINTEL CORP | 291,791 | $40.7M | 3.1% |
| 10 | SNPSSYNOPSYS INC | 89,659 | $40.0M | 3.1% |
| 11 | MSFTMICROSOFT CORP | 107,134 | $40.0M | 3.1% |
| 12 | PEVERPURE INC | 493,074 | $38.8M | 3% |
| 13 | FOXAFOX CORP | 720,607 | $37.6M | 2.9% |
| 14 | EQIXEQUINIX INC | 31,723 | $33.1M | 2.5% |
| 15 | METAMETA PLATFORMS INC | 56,290 | $31.7M | 2.4% |
| 16 | ANETARISTA NETWORKS INC | 176,385 | $30.0M | 2.3% |
| 17 | MAMASTERCARD INCORPORATED | 57,142 | $29.3M | 2.3% |
| 18 | MSIMOTOROLA SOLUTIONS INC | 67,584 | $28.1M | 2.2% |
| 19 | SBACSBA COMMUNICATIONS CORP | 147,995 | $26.1M | 2% |
| 20 | CHTRCHARTER COMMUNICATIONS INC | 173,849 | $24.7M | 1.9% |
| 21 | COHRCOHERENT CORP | 55,534 | $21.9M | 1.7% |
| 22 | DASHDOORDASH INC | 115,777 | $21.4M | 1.6% |
| 23 | VZVERIZON COMMUNICATIONS INC | 474,770 | $20.1M | 1.5% |
| 24 | CCICROWN CASTLE INC | 263,466 | $20.0M | 1.5% |
| 25 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 78,573 | $19.6M | 1.5% |
| 26 | TDCTERADATA CORP DEL | 542,581 | $18.8M | 1.4% |
| 27 | AURAURORA INNOVATION INC | 2.7M | $18.6M | 1.4% |
| 28 | NVDANVIDIA CORPORATION | 89,310 | $17.9M | 1.4% |
| 29 | MCHPMICROCHIP TECHNOLOGY INC. | 188,938 | $17.2M | 1.3% |
| 30 | MUMICRON TECHNOLOGY INC | 13,875 | $16.0M | 1.2% |
| 31 | SNDKSANDISK CORP | 7,000 | $15.9M | 1.2% |
| 32 | WDAYWORKDAY INC | 125,969 | $15.4M | 1.2% |
| 33 | ABNBAIRBNB INC | 107,631 | $15.4M | 1.2% |
| 34 | SANMSANMINA CORP | 60,507 | $15.3M | 1.2% |
| 35 | ECHOECHOSTAR CORP | 150,000 | $15.2M | 1.2% |
| 36 | PLXSPLEXUS CORP | 49,301 | $14.8M | 1.1% |
| 37 | CPNGCOUPANG INC | 828,592 | $14.4M | 1.1% |
| 38 | SNOWSNOWFLAKE INC | 56,040 | $14.3M | 1.1% |
| 39 | SPOTSPOTIFY TECHNOLOGY S A | 29,591 | $13.6M | 1% |
| 40 | FSLRFIRST SOLAR INC | 57,362 | $13.5M | 1% |
| 41 | ETSYETSY INC | 178,571 | $13.5M | 1% |
| 42 | FWONKLIBERTY MEDIA CORP DEL | 129,853 | $12.4M | 0.9% |
| 43 | ARWARROW ELECTRS INC | 57,785 | $12.3M | 0.9% |
| 44 | JBLJABIL INC | 30,748 | $11.9M | 0.9% |
| 45 | KEYSKEYSIGHT TECHNOLOGIES INC | 32,183 | $11.3M | 0.9% |
| 46 | AFRMAFFIRM HLDGS INC | 127,664 | $10.4M | 0.8% |
| 47 | DYDYCOM INDS INC | 17,144 | $8.7M | 0.7% |
| 48 | AMBAAMBARELLA INC | 100,935 | $8.7M | 0.7% |
| 49 | AVTAVNET INC | 97,391 | $8.7M | 0.7% |
| 50 | RDDTREDDIT INC | 43,177 | $7.5M | 0.6% |
| 51 | LITELUMENTUM HLDGS INC | 7,143 | $6.1M | 0.5% |
| 52 | SHLSSHOALS TECHNOLOGIES GROUP IN | 609,206 | $6.0M | 0.5% |
| 53 | TMUST-MOBILE US INC | 35,714 | $6.0M | 0.5% |
| 54 | ARRYARRAY TECHNOLOGIES INC | 679,715 | $5.0M | 0.4% |
| 55 | TOSTTOAST INC | 157,139 | $4.4M | 0.3% |
| 56 | ACHRARCHER AVIATION INC | 890,588 | $4.2M | 0.3% |
| 57 | VSNTVERSANT MEDIA GROUP INC | 95,693 | $3.4M | 0.3% |
| 58 | MDBMONGODB INC | 10,029 | $3.4M | 0.3% |
| 59 | FFIVF5 INC | 7,103 | $3.0M | 0.2% |
| 60 | TSLATESLA INC | 6,500 | $2.7M | 0.2% |
| 61 | LUMNLUMEN TECHNOLOGIES INC | 336,666 | $2.6M | 0.2% |
| 62 | FDSFACTSET RESH SYS INC | 9,002 | $2.1M | 0.2% |
| 63 | TRMBTRIMBLE INC | 35,000 | $1.8M | 0.1% |
| 64 | SPGIS&P GLOBAL INC | 4,285 | $1.7M | 0.1% |
| 65 | NOWSERVICENOW INC | 16,654 | $1.7M | 0.1% |
| 66 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 5,500 | $1.4M | 0.1% |
| 67 | BETABETA TECHNOLOGIES INC | 86,000 | $1.4M | 0.1% |
| 68 | INTUINTUIT | 5,013 | $1.3M | 0.1% |
| 69 | PAYCPAYCOM SOFTWARE INC | 7,706 | $968,490 | 0.1% |
| 70 | HUBSHUBSPOT INC | 5,200 | $949,052 | 0.1% |
| 71 | ESTCELASTIC N V | 16,372 | $933,531 | 0.1% |
| 72 | ENVXENOVIX CORPORATION | 140,000 | $849,800 | 0.1% |
| 73 | PANWPALO ALTO NETWORKS INC | 2,423 | $826,291 | 0.1% |
| 74 | FLEXFLEX LTD | 5,000 | $810,350 | 0.1% |
| 75 | TWLOTWILIO INC | 3,069 | $633,227 | 0% |
| 76 | INVZINNOVIZ TECHNOLOGIES LTD | 39,551 | $30,106 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.