Filed: 11/14/2025ACC: 0001214659-25-016639
📋 What this filing means
SORA INVESTORS LLC filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $1.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$1.08B
Total AUM (reported)
11.56M
Total Shares
Allocation by class
COM$717.02M66.3%
CL A$140.19M13.0%
SHS$63.31M5.9%
COM CL A$39.57M3.7%
N Y REGISTRY SHS$37.80M3.5%
SHS CLASS A$15.50M1.4%
ORD$14.04M1.3%
Portfolio Concentration
Top 3$131.51M12.2%
4–10$216.09M20.0%
11–25$298.06M27.6%
Rest$435.96M40.3%
Top 3 weight
12.2%
Top 10 weight
32.1%
Voting Authority Distribution
Total shares with voting rights: 11.56M
Sole
Full voting authority
11.56M
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)
Sole82
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings82
Rows:
NVIDIA CORPORATION
SOLEShares276.54K
TypeSH
Market value$51.60M
4.77%
Sole
276.54K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares205.68K
TypeSH
Market value$42.11M
3.89%
Sole
205.68K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares39.05K
TypeSH
Market value$37.80M
3.49%
Sole
39.05K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares68.57K
TypeSH
Market value$35.51M
3.28%
Sole
68.57K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares159.51K
TypeSH
Market value$35.18M
3.25%
Sole
159.51K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares157.14K
TypeSH
Market value$34.50M
3.19%
Sole
157.14K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares276.49K
TypeSH
Market value$29.78M
2.75%
Sole
276.49K
Shared
0.00
None
0.00
MICROCHIP TECHNOLOGY INC.
SOLEShares423.03K
TypeSH
Market value$27.17M
2.51%
Sole
423.03K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares55.72K
TypeSH
Market value$27.12M
2.51%
Sole
55.72K
Shared
0.00
None
0.00
VISA INC
SOLEShares78.60K
TypeSH
Market value$26.83M
2.48%
Sole
78.60K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares210.04K
TypeSH
Market value$24.05M
2.22%
Sole
210.04K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares99.30K
TypeSH
Market value$23.77M
2.20%
Sole
99.30K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares18.57K
TypeSH
Market value$22.27M
2.06%
Sole
18.57K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares30K
TypeSH
Market value$22.03M
2.04%
Sole
30K
Shared
0.00
None
0.00
VERISIGN INC
SOLEShares78.57K
TypeSH
Market value$21.97M
2.03%
Sole
78.57K
Shared
0.00
None
0.00
WIX COM LTD
SOLEShares114.29K
TypeSH
Market value$20.30M
1.88%
Sole
114.29K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares28.57K
TypeSH
Market value$19.94M
1.84%
Sole
28.57K
Shared
0.00
None
0.00
ENTEGRIS INC
SOLEShares215.45K
TypeSH
Market value$19.92M
1.84%
Sole
215.45K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares25K
TypeSH
Market value$19.58M
1.81%
Sole
25K
Shared
0.00
None
0.00
UNIVERSAL DISPLAY CORP
SOLEShares136.19K
TypeSH
Market value$19.56M
1.81%
Sole
136.19K
Shared
0.00
None
0.00
TRANSUNION
SOLEShares215.96K
TypeSH
Market value$18.09M
1.67%
Sole
215.96K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS N V
SOLEShares77.20K
TypeSH
Market value$17.58M
1.63%
Sole
77.20K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares71.42K
TypeSH
Market value$16.93M
1.57%
Sole
71.42K
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP NEW
SOLEShares85.72K
TypeSH
Market value$16.57M
1.53%
Sole
85.72K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares62.86K
TypeSH
Market value$15.50M
1.43%
Sole
62.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 276.54K | SH | $51.60M 4.77% | 276.54K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 205.68K | SH | $42.11M 3.89% | 205.68K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 39.05K | SH | $37.80M 3.49% | 39.05K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 68.57K | SH | $35.51M 3.28% | 68.57K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 159.51K | SH | $35.18M 3.25% | 159.51K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 157.14K | SH | $34.50M 3.19% | 157.14K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 276.49K | SH | $29.78M 2.75% | 276.49K | 0.00 | 0.00 |
MICROCHIP TECHNOLOGY INC.SOLE | COM | 423.03K | SH | $27.17M 2.51% | 423.03K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 55.72K | SH | $27.12M 2.51% | 55.72K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 78.60K | SH | $26.83M 2.48% | 78.60K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 210.04K | SH | $24.05M 2.22% | 210.04K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 99.30K | SH | $23.77M 2.20% | 99.30K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 18.57K | SH | $22.27M 2.06% | 18.57K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 30K | SH | $22.03M 2.04% | 30K | 0.00 | 0.00 |
VERISIGN INCSOLE | COM | 78.57K | SH | $21.97M 2.03% | 78.57K | 0.00 | 0.00 |
WIX COM LTDSOLE | SHS | 114.29K | SH | $20.30M 1.88% | 114.29K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 28.57K | SH | $19.94M 1.84% | 28.57K | 0.00 | 0.00 |
ENTEGRIS INCSOLE | COM | 215.45K | SH | $19.92M 1.84% | 215.45K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 25K | SH | $19.58M 1.81% | 25K | 0.00 | 0.00 |
UNIVERSAL DISPLAY CORPSOLE | COM | 136.19K | SH | $19.56M 1.81% | 136.19K | 0.00 | 0.00 |
TRANSUNIONSOLE | COM | 215.96K | SH | $18.09M 1.67% | 215.96K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 77.20K | SH | $17.58M 1.63% | 77.20K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 71.42K | SH | $16.93M 1.57% | 71.42K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORP NEWSOLE | CL A | 85.72K | SH | $16.57M 1.53% | 85.72K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 62.86K | SH | $15.50M 1.43% | 62.86K | 0.00 | 0.00 |
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