Filed: 8/14/2026ACC: 0001894532-26-000003
📋 What this filing means
SORA INVESTORS LLC filed this quarterly 13F‑HR report disclosing 76 equity positions with a total reported market value of $1.30B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
76
Positions
$1.30B
Total AUM (reported)
14.30M
Total Shares
Allocation by class
COM$758.23M58.1%
CL A$240.49M18.4%
N Y REGISTRY SHS$57.50M4.4%
COM SHS$49.26M3.8%
SPONSORED ADS$43.01M3.3%
CL A COM$37.59M2.9%
COM CL A$33.47M2.6%
Portfolio Concentration
Top 3$170.40M13.1%
4–10$305.42M23.4%
11–25$422.36M32.4%
Rest$405.82M31.1%
Top 3 weight
13.1%
Top 10 weight
36.5%
Voting Authority Distribution
Total shares with voting rights: 14.30M
Sole
Full voting authority
14.30M
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)
Sole76
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings76
Rows:
UNIVERSAL DISPLAY CORP
SOLEShares701.16K
TypeSH
Market value$60.71M
4.66%
Sole
701.16K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares28.90K
TypeSH
Market value$57.50M
4.41%
Sole
28.90K
Shared
0.00
None
0.00
ADVANCED ENERGY INDS
SOLEShares139.96K
TypeSH
Market value$52.19M
4.00%
Sole
139.96K
Shared
0.00
None
0.00
MKS INC.
SOLEShares107.50K
TypeSH
Market value$47.81M
3.67%
Sole
107.50K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares253.73K
TypeSH
Market value$46.89M
3.60%
Sole
253.73K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares193.44K
TypeSH
Market value$46.10M
3.54%
Sole
193.44K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares90.05K
TypeSH
Market value$43.01M
3.30%
Sole
90.05K
Shared
0.00
None
0.00
MAXLINEAR INC
SOLEShares319.22K
TypeSH
Market value$40.87M
3.13%
Sole
319.22K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares291.79K
TypeSH
Market value$40.74M
3.12%
Sole
291.79K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares89.66K
TypeSH
Market value$39.99M
3.07%
Sole
89.66K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares107.13K
TypeSH
Market value$39.96M
3.06%
Sole
107.13K
Shared
0.00
None
0.00
EVERPURE INC
SOLEShares493.07K
TypeSH
Market value$38.85M
2.98%
Sole
493.07K
Shared
0.00
None
0.00
FOX CORP
SOLEShares720.61K
TypeSH
Market value$37.59M
2.88%
Sole
720.61K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares31.72K
TypeSH
Market value$33.07M
2.54%
Sole
31.72K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares56.29K
TypeSH
Market value$31.71M
2.43%
Sole
56.29K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares176.38K
TypeSH
Market value$29.96M
2.30%
Sole
176.38K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares57.14K
TypeSH
Market value$29.35M
2.25%
Sole
57.14K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS INC
SOLEShares67.58K
TypeSH
Market value$28.07M
2.15%
Sole
67.58K
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP
SOLEShares148K
TypeSH
Market value$26.12M
2.00%
Sole
148K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC
SOLEShares173.85K
TypeSH
Market value$24.72M
1.90%
Sole
173.85K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares55.53K
TypeSH
Market value$21.91M
1.68%
Sole
55.53K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares115.78K
TypeSH
Market value$21.36M
1.64%
Sole
115.78K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares474.77K
TypeSH
Market value$20.10M
1.54%
Sole
474.77K
Shared
0.00
None
0.00
CROWN CASTLE INC
SOLEShares263.47K
TypeSH
Market value$19.95M
1.53%
Sole
263.47K
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares78.57K
TypeSH
Market value$19.64M
1.51%
Sole
78.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNIVERSAL DISPLAY CORPSOLE | COM | 701.16K | SH | $60.71M 4.66% | 701.16K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 28.90K | SH | $57.50M 4.41% | 28.90K | 0.00 | 0.00 |
ADVANCED ENERGY INDSSOLE | COM | 139.96K | SH | $52.19M 4.00% | 139.96K | 0.00 | 0.00 |
MKS INC.SOLE | COM | 107.50K | SH | $47.81M 3.67% | 107.50K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 253.73K | SH | $46.89M 3.60% | 253.73K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 193.44K | SH | $46.10M 3.54% | 193.44K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 90.05K | SH | $43.01M 3.30% | 90.05K | 0.00 | 0.00 |
MAXLINEAR INCSOLE | COM | 319.22K | SH | $40.87M 3.13% | 319.22K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 291.79K | SH | $40.74M 3.12% | 291.79K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 89.66K | SH | $39.99M 3.07% | 89.66K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 107.13K | SH | $39.96M 3.06% | 107.13K | 0.00 | 0.00 |
EVERPURE INCSOLE | CL A | 493.07K | SH | $38.85M 2.98% | 493.07K | 0.00 | 0.00 |
FOX CORPSOLE | CL A COM | 720.61K | SH | $37.59M 2.88% | 720.61K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 31.72K | SH | $33.07M 2.54% | 31.72K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 56.29K | SH | $31.71M 2.43% | 56.29K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 176.38K | SH | $29.96M 2.30% | 176.38K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 57.14K | SH | $29.35M 2.25% | 57.14K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 67.58K | SH | $28.07M 2.15% | 67.58K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORPSOLE | CL A | 148K | SH | $26.12M 2.00% | 148K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INCSOLE | CL A | 173.85K | SH | $24.72M 1.90% | 173.85K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 55.53K | SH | $21.91M 1.68% | 55.53K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 115.78K | SH | $21.36M 1.64% | 115.78K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 474.77K | SH | $20.10M 1.54% | 474.77K | 0.00 | 0.00 |
CROWN CASTLE INCSOLE | COM | 263.47K | SH | $19.95M 1.53% | 263.47K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 78.57K | SH | $19.64M 1.51% | 78.57K | 0.00 | 0.00 |
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