Filed: 8/14/2025ACC: 0001214659-25-012233
📋 What this filing means
SORA INVESTORS LLC filed this quarterly 13F‑HR report disclosing 91 equity positions with a total reported market value of $1.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
91
Positions
$1.11B
Total AUM (reported)
14.15M
Total Shares
Allocation by class
COM$629.84M56.9%
CL A$211.55M19.1%
COM CL A$52.65M4.8%
COM NEW$38.22M3.5%
N Y REGISTRY SHS$35.95M3.2%
CAP STK CL A$32.73M3.0%
SPONSORED ADR$22.96M2.1%
Portfolio Concentration
Top 3$123.12M11.1%
4–10$234.90M21.2%
11–25$329.86M29.8%
Rest$419.59M37.9%
Top 3 weight
11.1%
Top 10 weight
32.3%
Voting Authority Distribution
Total shares with voting rights: 14.15M
Sole
Full voting authority
14.15M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole91
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings91
Rows:
ANALOG DEVICES INC
SOLEShares197.08K
TypeSH
Market value$46.91M
4.24%
Sole
197.08K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares244.34K
TypeSH
Market value$38.60M
3.49%
Sole
244.34K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares171.43K
TypeSH
Market value$37.61M
3.40%
Sole
171.43K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares532.38K
TypeSH
Market value$36.94M
3.34%
Sole
532.38K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares1.01M
TypeSH
Market value$36.20M
3.27%
Sole
1.01M
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares44.86K
TypeSH
Market value$35.95M
3.25%
Sole
44.86K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares185.72K
TypeSH
Market value$32.73M
2.96%
Sole
185.72K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares255.92K
TypeSH
Market value$31.74M
2.87%
Sole
255.92K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares62.86K
TypeSH
Market value$31.27M
2.82%
Sole
62.86K
Shared
0.00
None
0.00
FISERV INC
SOLEShares174.46K
TypeSH
Market value$30.08M
2.72%
Sole
174.46K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares172.93K
TypeSH
Market value$28.63M
2.58%
Sole
172.93K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares42.86K
TypeSH
Market value$24.08M
2.17%
Sole
42.86K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares283.02K
TypeSH
Market value$23.02M
2.08%
Sole
283.02K
Shared
0.00
None
0.00
SILICON MOTION TECHNOLOGY CO
SOLEShares305.44K
TypeSH
Market value$22.96M
2.07%
Sole
305.44K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares28.57K
TypeSH
Market value$22.73M
2.05%
Sole
28.57K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares253.06K
TypeSH
Market value$22.58M
2.04%
Sole
253.06K
Shared
0.00
None
0.00
TRANSUNION
SOLEShares255.10K
TypeSH
Market value$22.45M
2.03%
Sole
255.10K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares80.89K
TypeSH
Market value$22.06M
1.99%
Sole
80.89K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares88.59K
TypeSH
Market value$21.84M
1.97%
Sole
88.59K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares39.30K
TypeSH
Market value$20.72M
1.87%
Sole
39.30K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares85.71K
TypeSH
Market value$20.57M
1.86%
Sole
85.71K
Shared
0.00
None
0.00
MICROCHIP TECHNOLOGY INC.
SOLEShares288.99K
TypeSH
Market value$20.34M
1.84%
Sole
288.99K
Shared
0.00
None
0.00
UNIVERSAL DISPLAY CORP
SOLEShares130.72K
TypeSH
Market value$20.19M
1.82%
Sole
130.72K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares27.14K
TypeSH
Market value$20.03M
1.81%
Sole
27.14K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares260K
TypeSH
Market value$17.66M
1.59%
Sole
260K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ANALOG DEVICES INCSOLE | COM | 197.08K | SH | $46.91M 4.24% | 197.08K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 244.34K | SH | $38.60M 3.49% | 244.34K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 171.43K | SH | $37.61M 3.40% | 171.43K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 532.38K | SH | $36.94M 3.34% | 532.38K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 1.01M | SH | $36.20M 3.27% | 1.01M | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 44.86K | SH | $35.95M 3.25% | 44.86K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 185.72K | SH | $32.73M 2.96% | 185.72K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 255.92K | SH | $31.74M 2.87% | 255.92K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 62.86K | SH | $31.27M 2.82% | 62.86K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 174.46K | SH | $30.08M 2.72% | 174.46K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 172.93K | SH | $28.63M 2.58% | 172.93K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 42.86K | SH | $24.08M 2.17% | 42.86K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 283.02K | SH | $23.02M 2.08% | 283.02K | 0.00 | 0.00 |
SILICON MOTION TECHNOLOGY COSOLE | SPONSORED ADR | 305.44K | SH | $22.96M 2.07% | 305.44K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 28.57K | SH | $22.73M 2.05% | 28.57K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 253.06K | SH | $22.58M 2.04% | 253.06K | 0.00 | 0.00 |
TRANSUNIONSOLE | COM | 255.10K | SH | $22.45M 2.03% | 255.10K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 80.89K | SH | $22.06M 1.99% | 80.89K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 88.59K | SH | $21.84M 1.97% | 88.59K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 39.30K | SH | $20.72M 1.87% | 39.30K | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 85.71K | SH | $20.57M 1.86% | 85.71K | 0.00 | 0.00 |
MICROCHIP TECHNOLOGY INC.SOLE | COM | 288.99K | SH | $20.34M 1.84% | 288.99K | 0.00 | 0.00 |
UNIVERSAL DISPLAY CORPSOLE | COM | 130.72K | SH | $20.19M 1.82% | 130.72K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 27.14K | SH | $20.03M 1.81% | 27.14K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 260K | SH | $17.66M 1.59% | 260K | 0.00 | 0.00 |
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