Sora Investors LLC Top Holdings and 13F Report (2026)

About Sora Investors LLC

Investment Activity

Sora Investors LLC has $1.09 billion in total holdings as of March 31, 2026.
Sora Investors LLC owns shares of 77 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
Approximately 48.53% of the portfolio was purchased this quarter.
About 55.95% of the portfolio was sold this quarter.
This quarter, Sora Investors LLC has purchased 84 new stocks and bought additional shares in 25 stocks.
Sora Investors LLC sold shares of 25 stocks and completely divested from 34 stocks this quarter.

Largest Holdings

ASML: $49,224,692
Amazon.com: $43,854,997
Microsoft: $42,302,287
Advanced Energy Industries: $38,811,686
MKS: $37,404,335

Largest New Holdings this Quarter

55306N104 - MKS: $37,404,335 Holding
009066101 - Airbnb: $25,418,522 Holding
17275R102 - Cisco Systems: $24,023,571 Holding
874054109 - Take-Two Interactive Software: $23,982,228 Holding
G7997R103 - Seagate Technology: $23,639,582 Holding

Largest Purchases this Quarter

MKS: 162,762 shares (about $37.40M)
Airbnb: 201,287 shares (about $25.42M)
Cisco Systems: 309,622 shares (about $24.02M)
Take-Two Interactive Software: 121,429 shares (about $23.98M)
Seagate Technology: 60,342 shares (about $23.64M)

Largest Sales this Quarter

Applied Materials: 158,143 shares (about $54.05M)
Micron Technology: 56,954 shares (about $19.24M)
Equinix: 18,720 shares (about $18.35M)
Advanced Energy Industries: 55,260 shares (about $17.83M)
Lattice Semiconductor: 180,054 shares (about $16.70M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ASML ASML	$49,224,692	$15,049,537 â–¼	-23.4%	37,268	4.5%	Computer and Technology
AMZN Amazon.com	$43,854,997	$993,656 â–²	2.3%	210,568	4.0%	Retail/Wholesale
MSFT Microsoft	$42,302,287	$1,076,454 â–¼	-2.5%	114,278	3.9%	Computer and Technology
AEIS Advanced Energy Industries	$38,811,686	$17,832,954 â–¼	-31.5%	120,268	3.6%	Computer and Technology
MKSI MKS	$37,404,335	$37,404,335 â–²	New Holding	162,762	3.4%	Computer and Technology
SNPS Synopsys	$36,284,264	$17,306,352 â–²	91.2%	91,516	3.3%	Computer and Technology
INTU Intuit	$31,553,363	$19,950,878 â–²	172.0%	72,976	2.9%	Computer and Technology
VRSN VeriSign	$28,735,500	$12,974,575 â–²	82.3%	115,701	2.6%	Computer and Technology
META Meta Platforms	$27,380,998	$13,156,130 â–²	92.5%	47,858	2.5%	Computer and Technology
SPGI S&P Global	$27,347,661	$854,508 â–¼	-3.0%	64,296	2.5%	Finance
MPWR Monolithic Power Systems	$26,880,010	$10,730,137 â–²	66.4%	24,585	2.5%	Computer and Technology
SMTC Semtech	$26,453,774	$504,091 â–²	1.9%	344,047	2.4%	Computer and Technology
ABNB Airbnb	$25,418,522	$25,418,522 â–²	New Holding	201,287	2.3%	Consumer Discretionary
CSCO Cisco Systems	$24,023,571	$24,023,571 â–²	New Holding	309,622	2.2%	Computer and Technology
TTWO Take-Two Interactive Software	$23,982,228	$23,982,228 â–²	New Holding	121,429	2.2%	Consumer Discretionary
STX Seagate Technology	$23,639,582	$23,639,582 â–²	New Holding	60,342	2.2%	Computer and Technology
MA Mastercard	$22,839,958	$13,265,973 â–¼	-36.7%	45,711	2.1%	Business Services
TMUS T-Mobile US	$22,504,084	$22,504,084 â–²	New Holding	107,147	2.1%	Computer and Technology
V Visa	$21,588,399	$21,588,399 â–²	New Holding	71,428	2.0%	Business Services
COHR Coherent	$20,477,961	$2,290,627 â–¼	-10.1%	85,966	1.9%	Business Services
FSLR First Solar	$18,824,916	$7,206,302 â–²	62.0%	95,432	1.7%	Energy
EQIX Equinix	$18,479,484	$18,350,092 â–¼	-49.8%	18,852	1.7%	Finance
MSI Motorola Solutions	$18,136,908	$18,136,908 â–²	New Holding	41,793	1.7%	Computer and Technology
GPN Global Payments	$18,019,844	$998,867 â–²	5.9%	267,754	1.7%	Business Services
TRU TransUnion	$17,791,586	$17,791,586 â–²	New Holding	257,141	1.6%	Business Services
FFIV F5	$17,025,045	$17,025,045 â–²	New Holding	58,843	1.6%	Computer and Technology
LITE Lumentum	$16,060,174	$16,060,174 â–²	New Holding	22,853	1.5%	Computer and Technology
AMAT Applied Materials	$15,868,968	$54,051,696 â–¼	-77.3%	46,429	1.5%	Computer and Technology
FLEX Flex	$15,265,076	$7,007,100 â–²	84.9%	233,197	1.4%	Computer and Technology
SANDISK CORP	$15,233,547	$3,394,622 â–¼	-18.2%	23,977	1.4%	COM
ASTERA LABS INC	$14,914,258	$5,755,863 â–²	62.8%	136,079	1.4%	COM
CPNG Coupang	$14,755,721	$14,755,721 â–²	New Holding	781,553	1.4%	Retail/Wholesale
MAXLINEAR INC	$14,713,766	$14,713,766 â–²	New Holding	846,105	1.4%	COM
MDB MongoDB	$14,407,897	$4,768,854 â–²	49.5%	58,863	1.3%	Computer and Technology
RUN Sunrun	$13,738,409	$5,135,945 â–²	59.7%	1,013,157	1.3%	Energy
SBAC SBA Communications	$13,523,199	$10,754,810 â–²	388.5%	78,573	1.2%	Finance
ARW Arrow Electronics	$12,906,900	$12,906,900 â–²	New Holding	90,000	1.2%	Computer and Technology
ARM HOLDINGS PLC	$12,858,800	$12,858,800 â–²	New Holding	85,000	1.2%	SPONSORED ADS
OMC Omnicom Group	$10,758,862	$5,227,870 â–²	94.5%	142,861	1.0%	Business Services
SPOT Spotify Technology	$10,496,362	$7,282,863 â–¼	-41.0%	21,646	1.0%	Computer and Technology
PLXS Plexus	$10,209,839	$10,209,839 â–²	New Holding	50,409	0.9%	Computer and Technology
SE SEA	$9,964,444	$9,964,444 â–²	New Holding	120,329	0.9%	Computer and Technology
STM STMicroelectronics	$8,637,500	$8,637,500 â–²	New Holding	250,000	0.8%	Computer and Technology
DDOG Datadog	$8,533,362	$8,533,362 â–²	New Holding	72,286	0.8%	Computer and Technology
T AT&T	$8,489,924	$5,758,051 â–²	210.8%	292,857	0.8%	Computer and Technology
LYV Live Nation Entertainment	$8,291,206	$5,953,685 â–²	254.7%	54,365	0.8%	Consumer Discretionary
UBER Uber Technologies	$8,220,592	$1,027,592 â–¼	-11.1%	114,286	0.8%	Computer and Technology
MU Micron Technology	$7,770,320	$19,241,339 â–¼	-71.2%	23,000	0.7%	Computer and Technology
ARRY Array Technologies	$7,093,353	$6,361,937 â–²	869.8%	981,100	0.7%	Energy
BLOCK INC	$6,877,731	$6,877,731 â–²	New Holding	114,286	0.6%	CL A
GFS GlobalFoundries	$6,666,662	$2,166,888 â–²	48.2%	149,880	0.6%	Computer and Technology
SIMO Silicon Motion Technology	$6,531,460	$7,866,476 â–¼	-54.6%	58,166	0.6%	Computer and Technology
EVERPURE INC	$6,410,032	$6,410,032 â–²	New Holding	108,571	0.6%	CL A
CHTR Charter Communications	$6,167,907	$6,310,820 â–¼	-50.6%	28,571	0.6%	Consumer Discretionary
POWI Power Integrations	$6,144,000	$3,260,109 â–²	113.0%	120,000	0.6%	Computer and Technology
OLED Universal Display	$5,957,900	$10,684,440 â–¼	-64.2%	65,000	0.5%	Computer and Technology
AUR Aurora Innovation	$5,779,754	$5,779,754 â–²	New Holding	1,402,853	0.5%	Business Services
TSM Taiwan Semiconductor Manufacturing	$5,238,225	$5,238,225 â–²	New Holding	15,500	0.5%	Computer and Technology
DOORDASH INC	$4,869,214	$3,730,026 â–²	327.4%	32,429	0.4%	CL A
ACHR Archer Aviation	$4,795,837	$3,122,173 â–²	186.5%	927,628	0.4%	Aerospace
LSCC Lattice Semiconductor	$4,638,000	$16,701,809 â–¼	-78.3%	50,000	0.4%	Computer and Technology
JBL Jabil	$4,202,001	$1,246,070 â–²	42.2%	15,819	0.4%	Computer and Technology
SNOW Snowflake	$4,118,140	$4,298,521 â–¼	-51.1%	27,305	0.4%	Computer and Technology
TOST Toast	$3,787,139	$7,323,281 â–¼	-65.9%	142,857	0.3%	Computer and Technology
CCI Crown Castle	$3,207,110	$566,649 â–²	21.5%	39,443	0.3%	Finance
VERSANT MEDIA GROUP INC	$3,173,132	$3,173,132 â–²	New Holding	85,714	0.3%	COM CL A
AMBA Ambarella	$3,041,761	$5,334,921 â–¼	-63.7%	59,092	0.3%	Computer and Technology
ESTC Elastic	$2,809,738	$1,008,498 â–¼	-26.4%	56,206	0.3%	Computer and Technology
PAYC Paycom Software	$2,760,538	$2,760,538 â–²	New Holding	22,713	0.3%	Computer and Technology
ADSK Autodesk	$2,274,300	$215,699 â–²	10.5%	9,500	0.2%	Computer and Technology
TDC Teradata	$1,153,350	$13,430 â–¼	-1.2%	45,000	0.1%	Computer and Technology
SHLS Shoals Technologies Group	$1,105,440	$1,105,440 â–²	New Holding	168,000	0.1%	Energy
FN Fabrinet	$782,280	$4,449,087 â–¼	-85.0%	1,500	0.1%	Computer and Technology
ZM Zoom Communications	$643,120	$643,120 â–²	New Holding	8,000	0.1%	Computer and Technology
SANM Sanmina	$518,560	$793,008 â–¼	-60.5%	4,000	0.0%	Computer and Technology
PANW Palo Alto Networks	$480,960	$5,914,044 â–¼	-92.5%	3,000	0.0%	Computer and Technology
INVZ Innoviz Technologies	$24,649	$617,851 â–¼	-96.2%	38,970	0.0%	Auto/Tires/Trucks
NVDA NVIDIA	$0	$37,783,968 â–¼	-100.0%	0	0.0%	Computer and Technology
AMT American Tower	$0	$30,955,625 â–¼	-100.0%	0	0.0%	Finance
ARISTA NETWORKS INC	$0	$28,355,547 â–¼	-100.0%	0	0.0%	COM SHS
BKNG Booking	$0	$27,033,706 â–¼	-100.0%	0	0.0%	Retail/Wholesale
ENPH Enphase Energy	$0	$25,997,710 â–¼	-100.0%	0	0.0%	Energy
ORCL Oracle	$0	$19,149,323 â–¼	-100.0%	0	0.0%	Computer and Technology
NFLX Netflix	$0	$18,750,875 â–¼	-100.0%	0	0.0%	Consumer Discretionary
FISERV INC	$0	$17,473,335 â–¼	-100.0%	0	0.0%	COM
TWLO Twilio	$0	$16,548,771 â–¼	-100.0%	0	0.0%	Computer and Technology
NOW ServiceNow	$0	$16,193,868 â–¼	-100.0%	0	0.0%	Computer and Technology
MCHP Microchip Technology	$0	$15,559,914 â–¼	-100.0%	0	0.0%	Computer and Technology
SHOPIFY INC	$0	$15,305,350 â–¼	-100.0%	0	0.0%	CL A SUB VTG SHS
DIS Walt Disney	$0	$14,332,972 â–¼	-100.0%	0	0.0%	Consumer Discretionary
EPAM EPAM Systems	$0	$12,829,995 â–¼	-100.0%	0	0.0%	Computer and Technology
TEAM Atlassian	$0	$12,072,620 â–¼	-100.0%	0	0.0%	Computer and Technology
REDDIT INC	$0	$9,039,638 â–¼	-100.0%	0	0.0%	CL A
AAPL Apple	$0	$6,875,339 â–¼	-100.0%	0	0.0%	Computer and Technology
HUBS HubSpot	$0	$6,484,607 â–¼	-100.0%	0	0.0%	Computer and Technology
ACN Accenture	$0	$5,816,476 â–¼	-100.0%	0	0.0%	Computer and Technology
TE CONNECTIVITY PLC	$0	$5,753,728 â–¼	-100.0%	0	0.0%	ORD SHS
GLOB Globant	$0	$5,603,124 â–¼	-100.0%	0	0.0%	Computer and Technology
WDC Western Digital	$0	$5,228,222 â–¼	-100.0%	0	0.0%	Computer and Technology
IRM Iron Mountain	$0	$3,927,268 â–¼	-100.0%	0	0.0%	Business Services

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Sora Investors LLC Top Holdings and 13F Report (2026)

About Sora Investors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Sora Investors LLC Top Holdings and 13F Report (2026)

About Sora Investors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSora Investors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools