Filed: 5/15/2026ACC: 0001894532-26-000002
📋 What this filing means
SORA INVESTORS LLC filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $1.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$1.09B
Total AUM (reported)
12.49M
Total Shares
Allocation by class
COM$709.27M65.3%
CL A$122.77M11.3%
COM CL A$54.98M5.1%
N Y REGISTRY SHS$49.22M4.5%
ORD SHS$26.45M2.4%
COM NEW$18.14M1.7%
SPONSORED ADS$18.10M1.7%
Portfolio Concentration
Top 3$135.38M12.5%
4–10$227.52M21.0%
11–25$329.06M30.3%
Rest$393.90M36.3%
Top 3 weight
12.5%
Top 10 weight
33.4%
Voting Authority Distribution
Total shares with voting rights: 12.49M
Sole
Full voting authority
12.49M
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)
Sole77
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings77
Rows:
ASML HLDG NV
SOLEShares37.27K
TypeSH
Market value$49.22M
4.53%
Sole
37.27K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares210.57K
TypeSH
Market value$43.85M
4.04%
Sole
210.57K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares114.28K
TypeSH
Market value$42.30M
3.90%
Sole
114.28K
Shared
0.00
None
0.00
ADVANCED ENERGY INDS
SOLEShares120.27K
TypeSH
Market value$38.81M
3.57%
Sole
120.27K
Shared
0.00
None
0.00
MKS INC.
SOLEShares162.76K
TypeSH
Market value$37.40M
3.44%
Sole
162.76K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares91.52K
TypeSH
Market value$36.28M
3.34%
Sole
91.52K
Shared
0.00
None
0.00
INTUIT
SOLEShares72.98K
TypeSH
Market value$31.55M
2.91%
Sole
72.98K
Shared
0.00
None
0.00
VERISIGN INC
SOLEShares115.70K
TypeSH
Market value$28.74M
2.65%
Sole
115.70K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares47.86K
TypeSH
Market value$27.38M
2.52%
Sole
47.86K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares64.30K
TypeSH
Market value$27.35M
2.52%
Sole
64.30K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares24.59K
TypeSH
Market value$26.88M
2.48%
Sole
24.59K
Shared
0.00
None
0.00
SEMTECH CORP
SOLEShares344.05K
TypeSH
Market value$26.45M
2.44%
Sole
344.05K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares201.29K
TypeSH
Market value$25.42M
2.34%
Sole
201.29K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares309.62K
TypeSH
Market value$24.02M
2.21%
Sole
309.62K
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares121.43K
TypeSH
Market value$23.98M
2.21%
Sole
121.43K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares60.34K
TypeSH
Market value$23.64M
2.18%
Sole
60.34K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares45.71K
TypeSH
Market value$22.84M
2.10%
Sole
45.71K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares107.15K
TypeSH
Market value$22.50M
2.07%
Sole
107.15K
Shared
0.00
None
0.00
VISA INC
SOLEShares71.43K
TypeSH
Market value$21.59M
1.99%
Sole
71.43K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares85.97K
TypeSH
Market value$20.48M
1.89%
Sole
85.97K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares95.43K
TypeSH
Market value$18.82M
1.73%
Sole
95.43K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares18.85K
TypeSH
Market value$18.48M
1.70%
Sole
18.85K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS INC
SOLEShares41.79K
TypeSH
Market value$18.14M
1.67%
Sole
41.79K
Shared
0.00
None
0.00
GLOBAL PMTS INC
SOLEShares267.75K
TypeSH
Market value$18.02M
1.66%
Sole
267.75K
Shared
0.00
None
0.00
TRANSUNION
SOLEShares257.14K
TypeSH
Market value$17.79M
1.64%
Sole
257.14K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ASML HLDG NVSOLE | N Y REGISTRY SHS | 37.27K | SH | $49.22M 4.53% | 37.27K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 210.57K | SH | $43.85M 4.04% | 210.57K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 114.28K | SH | $42.30M 3.90% | 114.28K | 0.00 | 0.00 |
ADVANCED ENERGY INDSSOLE | COM | 120.27K | SH | $38.81M 3.57% | 120.27K | 0.00 | 0.00 |
MKS INC.SOLE | COM | 162.76K | SH | $37.40M 3.44% | 162.76K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 91.52K | SH | $36.28M 3.34% | 91.52K | 0.00 | 0.00 |
INTUITSOLE | COM | 72.98K | SH | $31.55M 2.91% | 72.98K | 0.00 | 0.00 |
VERISIGN INCSOLE | COM | 115.70K | SH | $28.74M 2.65% | 115.70K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 47.86K | SH | $27.38M 2.52% | 47.86K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 64.30K | SH | $27.35M 2.52% | 64.30K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | COM | 24.59K | SH | $26.88M 2.48% | 24.59K | 0.00 | 0.00 |
SEMTECH CORPSOLE | COM | 344.05K | SH | $26.45M 2.44% | 344.05K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 201.29K | SH | $25.42M 2.34% | 201.29K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 309.62K | SH | $24.02M 2.21% | 309.62K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 121.43K | SH | $23.98M 2.21% | 121.43K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 60.34K | SH | $23.64M 2.18% | 60.34K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 45.71K | SH | $22.84M 2.10% | 45.71K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 107.15K | SH | $22.50M 2.07% | 107.15K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 71.43K | SH | $21.59M 1.99% | 71.43K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 85.97K | SH | $20.48M 1.89% | 85.97K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 95.43K | SH | $18.82M 1.73% | 95.43K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 18.85K | SH | $18.48M 1.70% | 18.85K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 41.79K | SH | $18.14M 1.67% | 41.79K | 0.00 | 0.00 |
GLOBAL PMTS INCSOLE | COM | 267.75K | SH | $18.02M 1.66% | 267.75K | 0.00 | 0.00 |
TRANSUNIONSOLE | COM | 257.14K | SH | $17.79M 1.64% | 257.14K | 0.00 | 0.00 |
Page 1 of 4