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)

$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