SORA INVESTORS LLC

BRYN MAWR, PA · CIK 1894532 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2021 · limited liability company

Assets managed$2.6bn
Staff13 · 11 in investment roles
Main clients (by assets)Private funds 100%
Form ADV · 2026-01-28SEC adviser record

Legal entitySORA INVESTORS LLC (US)

Kindfutures
Others nearbyBryn Mawr, PA, New York, NY, Chicago, IL, Palo Alto, CA

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Bryn Mawr, PA (main office)United States	United States	about 1
Chicago, ILUnited States	United States	4
New York, NYUnited States	United States	4
Palo Alto, CAUnited States	United States	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.3bn reported value +20.1% vs Q1 2026

76positions

36.5%in top 10

26 new 24 added 26 reduced 27 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	UNIVERSAL DISPLAY CORP COM OLED	OLED	701,163	$60.7m4.66%	4.66%	Added +636.2k	+636,163 978.7%
2	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	28,904	$57.5m4.41%	4.41%	Reduced -8.4k	-8,364 -22.4%
3	ADVANCED ENERGY INDS COM AEIS	AEIS	139,963	$52.2m4.00%	4.00%	Added +19.7k	+19,695 16.4%
4	MKS INC. COM MKSI	MKSI	107,496	$47.8m3.67%	3.67%	Reduced -55.3k	-55,266 -34.0%
5	QUALCOMM INC COM QCOM	QCOM	253,732	$46.9m3.60%	3.60%	New
6	AMAZON COM INC COM AMZN	AMZN	193,437	$46.1m3.54%	3.54%	Reduced -17.1k	-17,131 -8.1%
7	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	90,051	$43.0m3.30%	3.30%	Added +74.6k	+74,551 481.0%
8	MAXLINEAR INC COM MXL	MXL	319,217	$40.9m3.13%	3.13%	Reduced -526.9k	-526,888 -62.3%
9	INTEL CORP COM INTC	INTC	291,791	$40.7m3.12%	3.12%	New
10	SYNOPSYS INC COM SNPS	SNPS	89,659	$40.0m3.07%	3.07%	Reduced -1.9k	-1,857 -2.0%
11	MICROSOFT CORP COM MSFT	MSFT	107,134	$40.0m3.06%	3.06%	Reduced -7.1k	-7,144 -6.2%
12	PURE STORAGE INC CL A P	P	493,074	$38.8m2.98%	2.98%	Added +384.5k	+384,503 354.1%
13	FOX CORP CL A COM FOXA	FOXA	720,607	$37.6m2.88%	2.88%	New
14	EQUINIX INC COM EQIX	EQIX	31,723	$33.1m2.54%	2.54%	Added +12.9k	+12,871 68.3%
15	META PLATFORMS INC CL A META	META	56,290	$31.7m2.43%	2.43%	Added +8.4k	+8,432 17.6%
16	ARISTA NETWORKS INC COM SHS ANET	ANET	176,385	$30.0m2.30%	2.30%	New
17	MASTERCARD INCORPORATED CL A MA	MA	57,142	$29.3m2.25%	2.25%	Added +11.4k	+11,431 25.0%
18	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	67,584	$28.1m2.15%	2.15%	Added +25.8k	+25,791 61.7%
19	SBA COMMUNICATIONS CORP NEW CL A SBAC	SBAC	147,995	$26.1m2.00%	2.00%	Added +69.4k	+69,422 88.3%
20	CHARTER COMMUNICATIONS INC N CL A CHTR	CHTR	173,849	$24.7m1.90%	1.90%	Added +145.3k	+145,278 508.5%
21	COHERENT CORP COM COHR	COHR	55,534	$21.9m1.68%	1.68%	Reduced -30.4k	-30,432 -35.4%
22	DOORDASH INC CL A DASH	DASH	115,777	$21.4m1.64%	1.64%	Added +83.3k	+83,348 257.0%
23	VERIZON COMMUNICATIONS INC COM VZ	VZ	474,770	$20.1m1.54%	1.54%	New
24	CROWN CASTLE INC COM CCI	CCI	263,466	$20.0m1.53%	1.53%	Added +224.0k	+224,023 568.0%
25	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	78,573	$19.6m1.51%	1.51%	Reduced -42.9k	-42,856 -35.3%
26	TERADATA CORP DEL COM TDC	TDC	542,581	$18.8m1.44%	1.44%	Added +497.6k	+497,581 1105.7%
27	AURORA INNOVATION INC CLASS A COM AUR	AUR	2,721,766	$18.6m1.42%	1.42%	Added +1.3m	+1,318,913 94.0%
28	NVIDIA CORPORATION COM NVDA	NVDA	89,310	$17.9m1.37%	1.37%	New
29	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	188,938	$17.2m1.32%	1.32%	New
30	MICRON TECHNOLOGY INC COM MU	MU	13,875	$16.0m1.23%	1.23%	Reduced -9.1k	-9,125 -39.7%
31	SANDISK CORP COM SNDK	SNDK	7,000	$15.9m1.22%	1.22%	Reduced -17.0k	-16,977 -70.8%
32	WORKDAY INC CL A WDAY	WDAY	125,969	$15.4m1.18%	1.18%	New
33	AIRBNB INC COM CL A ABNB	ABNB	107,631	$15.4m1.18%	1.18%	Reduced -93.7k	-93,656 -46.5%
34	SANMINA CORPORATION COM SANM	SANM	60,507	$15.3m1.17%	1.17%	Added +56.5k	+56,507 1412.7%
35	ECHOSTAR CORP CL A ECHO	ECHO	150,000	$15.2m1.17%	1.17%	New
36	PLEXUS CORP COM PLXS	PLXS	49,301	$14.8m1.14%	1.14%	Reduced -1.1k	-1,108 -2.2%
37	COUPANG INC CL A CPNG	CPNG	828,592	$14.4m1.10%	1.10%	Added +47.0k	+47,039 6.0%
38	SNOWFLAKE INC CL A SNOW	SNOW	56,040	$14.3m1.09%	1.09%	Added +28.7k	+28,735 105.2%
39	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	29,591	$13.6m1.04%	1.04%	Added +7.9k	+7,945 36.7%
40	FIRST SOLAR INC COM FSLR	FSLR	57,362	$13.5m1.04%	1.04%	Reduced -38.1k	-38,070 -39.9%
41	ETSY INC COM ETSY	ETSY	178,571	$13.5m1.03%	1.03%	New
42	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	129,853	$12.4m0.95%	0.95%	New
43	ARROW ELECTRS INC COM ARW	ARW	57,785	$12.3m0.95%	0.95%	Reduced -32.2k	-32,215 -35.8%
44	JABIL INC COM JBL	JBL	30,748	$11.9m0.91%	0.91%	Added +14.9k	+14,929 94.4%
45	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	32,183	$11.3m0.86%	0.86%	New
46	AFFIRM HLDGS INC COM CL A AFRM	AFRM	127,664	$10.4m0.80%	0.80%	New
47	DYCOM INDS INC COM DY	DY	17,144	$8.7m0.66%	0.66%	New
48	AMBARELLA INC SHS AMBA	AMBA	100,935	$8.7m0.66%	0.66%	Added +41.8k	+41,843 70.8%
49	AVNET INC COM AVT	AVT	97,391	$8.7m0.66%	0.66%	New
50	REDDIT INC CL A RDDT	RDDT	43,177	$7.5m0.57%	0.57%	New
51	LUMENTUM HLDGS INC COM LITE	LITE	7,143	$6.1m0.47%	0.47%	Reduced -15.7k	-15,710 -68.7%
52	SHOALS TECHNOLOGIES GROUP IN CL A SHLS	SHLS	609,206	$6.0m0.46%	0.46%	Added +441.2k	+441,206 262.6%
53	T-MOBILE US INC COM TMUS	TMUS	35,714	$6.0m0.46%	0.46%	Reduced -71.4k	-71,433 -66.7%
54	ARRAY TECHNOLOGIES INC COM SHS ARRY	ARRY	679,715	$5.0m0.39%	0.39%	Reduced -301.4k	-301,385 -30.7%
55	TOAST INC CL A TOST	TOST	157,139	$4.4m0.34%	0.34%	Added +14.3k	+14,282 10.0%
56	ARCHER AVIATION INC COM CL A ACHR	ACHR	890,588	$4.2m0.32%	0.32%	Reduced -37.0k	-37,040 -4.0%
57	VERSANT MEDIA GROUP INC COM CL A VSNT	VSNT	95,693	$3.4m0.26%	0.26%	Added +10.0k	+9,979 11.6%
58	MONGODB INC CL A MDB	MDB	10,029	$3.4m0.26%	0.26%	Reduced -48.8k	-48,834 -83.0%
59	F5 INC COM FFIV	FFIV	7,103	$3.0m0.23%	0.23%	Reduced -51.7k	-51,740 -87.9%
60	TESLA INC COM TSLA	TSLA	6,500	$2.7m0.21%	0.21%	New
61	LUMEN TECHNOLOGIES INC COM LUMN	LUMN	336,666	$2.6m0.20%	0.20%	New
62	FACTSET RESH SYS INC COM FDS	FDS	9,002	$2.1m0.16%	0.16%	New
63	TRIMBLE INC COM TRMB	TRMB	35,000	$1.8m0.14%	0.14%	New
64	S&P GLOBAL INC COM SPGI	SPGI	4,285	$1.7m0.13%	0.13%	Reduced -60.0k	-60,011 -93.3%
65	SERVICENOW INC COM NOW	NOW	16,654	$1.7m0.13%	0.13%	New
66	ZEBRA TECHNOLOGIES CORPORATI CL A ZBRA	ZBRA	5,500	$1.4m0.11%	0.11%	New
67	BETA TECHNOLOGIES INC COM SHS CL A BETA	BETA	86,000	$1.4m0.11%	0.11%	New
68	INTUIT COM INTU	INTU	5,013	$1.3m0.10%	0.10%	Reduced -68.0k	-67,963 -93.1%
69	PAYCOM SOFTWARE INC COM PAYC	PAYC	7,706	$968.5k0.07%	0.07%	Reduced -15.0k	-15,007 -66.1%
70	HUBSPOT INC COM HUBS	HUBS	5,200	$949.1k0.07%	0.07%	New
71	ELASTIC N V ORD SHS ESTC	ESTC	16,372	$933.5k0.07%	0.07%	Reduced -39.8k	-39,834 -70.9%
72	ENOVIX CORPORATION COM ENVX	ENVX	140,000	$849.8k0.07%	0.07%	New
73	PALO ALTO NETWORKS INC COM PANW	PANW	2,423	$826.3k0.06%	0.06%	Reduced -577	-577 -19.2%
74	FLEX LTD ORD FLEX	FLEX	5,000	$810.4k0.06%	0.06%	Reduced -228.2k	-228,197 -97.9%
75	TWILIO INC CL A TWLO	TWLO	3,069	$633.2k0.05%	0.05%	New
76	INNOVIZ TECHNOLOGIES LTD SHS INVZ	INVZ	39,551	$30.1k0.00%	0.00%	Added +581	+581 1.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VERISIGN INC VRSN	VRSN	115,701	$28.7m115.7k shares
MONOLITHIC PWR SYS INC MPWR	MPWR	24,585	$26.9m24.6k shares
SEMTECH CORP SMTC	SMTC	344,047	$26.5m344.0k shares
CISCO SYS INC CSCO	CSCO	309,622	$24.0m309.6k shares
SEAGATE TECHNOLOGY HLDNGS PL STX	STX	60,342	$23.6m60.3k shares
VISA INC V	V	71,428	$21.6m71.4k shares
GLOBAL PMTS INC GPN	GPN	267,754	$18.0m267.8k shares
TRANSUNION TRU	TRU	257,141	$17.8m257.1k shares
APPLIED MATLS INC AMAT	AMAT	46,429	$15.9m46.4k shares
ASTERA LABS INC ALAB	ALAB	136,079	$14.9m136.1k shares
SUNRUN INC RUN	RUN	1,013,157	$13.7m1.0m shares
ARM HOLDINGS PLC ARM	ARM	85,000	$12.9m85.0k shares
OMNICOM GROUP INC OMC	OMC	142,861	$10.8m142.9k shares
SEA LTD SE	SE	120,329	$10.0m120.3k shares
STMICROELECTRONICS N V STM	STM	250,000	$8.6m250.0k shares
DATADOG INC DDOG	DDOG	72,286	$8.5m72.3k shares
AT&T INC T	T	292,857	$8.5m292.9k shares
LIVE NATION ENTERTAINMENT IN LYV	LYV	54,365	$8.3m54.4k shares
UBER TECHNOLOGIES INC UBER	UBER	114,286	$8.2m114.3k shares
BLOCK INC XYZ	XYZ	114,286	$6.9m114.3k shares
GLOBALFOUNDRIES INC GFS	GFS	149,880	$6.7m149.9k shares
SILICON MOTION TECHNOLOGY CO SIMO	SIMO	58,166	$6.5m58.2k shares
POWER INTEGRATIONS INC POWI	POWI	120,000	$6.1m120.0k shares
LATTICE SEMICONDUCTOR CORP LSCC	LSCC	50,000	$4.6m50.0k shares
AUTODESK INC ADSK	ADSK	9,500	$2.3m9.5k shares