Sora Investors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.09B
Q ending 2026-03-31
Prior quarter
$1.16B
Q ending 2025-12-31
Change
-6.5% QoQ · +31.6% YoY
Positions
77
reported holdings
Largest positions
All 77 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Asml Hldg Nv | Shares | $49.2M | 37K | |
| Amazon Com Inc | AMZN | Shares | $43.9M | 211K |
| Microsoft Corp | MSFT | Shares | $42.3M | 114K |
| Advanced Energy Inds | AEIS | Shares | $38.8M | 120K |
| Mks Inc. | MKSI | Shares | $37.4M | 163K |
| Synopsys Inc | SNPS | Shares | $36.3M | 92K |
| Intuit | INTU | Shares | $31.6M | 73K |
| Verisign Inc | VRSN | Shares | $28.7M | 116K |
| Meta Platforms Inc | META | Shares | $27.4M | 48K |
| S&P Global Inc | SPGI | Shares | $27.3M | 64K |
| Monolithic Pwr Sys Inc | MPWR | Shares | $26.9M | 25K |
| Semtech Corp | SMTC | Shares | $26.5M | 344K |
| Airbnb Inc | ABNB | Shares | $25.4M | 201K |
| Cisco Sys Inc | CSCO | Shares | $24.0M | 310K |
| Take-Two Interactive Softwar | TTWO | Shares | $24.0M | 121K |
| Seagate Technology Hldngs Pl | Shares | $23.6M | 60K | |
| Mastercard Incorporated | MA | Shares | $22.8M | 46K |
| T-Mobile Us Inc | TMUS | Shares | $22.5M | 107K |
| Visa Inc | V | Shares | $21.6M | 71K |
| Coherent Corp | COHR | Shares | $20.5M | 86K |
| First Solar Inc | FSLR | Shares | $18.8M | 95K |
| Equinix Inc | EQIX | Shares | $18.5M | 19K |
| Motorola Solutions Inc | MSI | Shares | $18.1M | 42K |
| Global Pmts Inc | GPN | Shares | $18.0M | 268K |
| Transunion | TRU | Shares | $17.8M | 257K |
| F5 Inc | FFIV | Shares | $17.0M | 59K |
| Lumentum Hldgs Inc | LITE | Shares | $16.1M | 23K |
| Applied Matls Inc | AMAT | Shares | $15.9M | 46K |
| Flextronics Intl Ltd | Shares | $15.3M | 233K | |
| Sandisk Corp | SNDK | Shares | $15.2M | 24K |
| Astera Labs Inc | ALAB | Shares | $14.9M | 136K |
| Coupang Inc | CPNG | Shares | $14.8M | 782K |
| Maxlinear Inc | MXL | Shares | $14.7M | 846K |
| Mongodb Inc | MDB | Shares | $14.4M | 59K |
| Sunrun Inc | RUN | Shares | $13.7M | 1.0M |
| Sba Communications Corp | SBAC | Shares | $13.5M | 79K |
| Arrow Electrs Inc | ARW | Shares | $12.9M | 90K |
| Arm Holdings Plc | ARM | Shares | $12.9M | 85K |
| Omnicom Group Inc | OMC | Shares | $10.8M | 143K |
| Spotify Technology S A | Shares | $10.5M | 22K | |
| Plexus Corp | PLXS | Shares | $10.2M | 50K |
| Sea Ltd | SE | Shares | $10.0M | 120K |
| Stmicroelectronics N V | STM | Shares | $8.6M | 250K |
| Datadog Inc | DDOG | Shares | $8.5M | 72K |
| At&T Inc | T | Shares | $8.5M | 293K |
| Live Nation Entertainment In | LYV | Shares | $8.3M | 54K |
| Uber Technologies Inc | UBER | Shares | $8.2M | 114K |
| Micron Technology Inc | MU | Shares | $7.8M | 23K |
| Array Technologies Inc | ARRY | Shares | $7.1M | 981K |
| Block Inc | XYZ | Shares | $6.9M | 114K |
| Globalfoundries Inc | Shares | $6.7M | 150K | |
| Silicon Motion Technology Co | SIMO | Shares | $6.5M | 58K |
| Everpure Inc | P | Shares | $6.4M | 109K |
| Charter Communications Inc | CHTR | Shares | $6.2M | 29K |
| Power Integrations Inc | POWI | Shares | $6.1M | 120K |
| Universal Display Corp | OLED | Shares | $6.0M | 65K |
| Aurora Innovation Inc | AUR | Shares | $5.8M | 1.4M |
| Taiwan Semiconductor Manufac | TSM | Shares | $5.2M | 16K |
| Doordash Inc | DASH | Shares | $4.9M | 32K |
| Archer Aviation Inc | ACHR | Shares | $4.8M | 928K |
| Lattice Semiconductor Corp | LSCC | Shares | $4.6M | 50K |
| Jabil Inc | JBL | Shares | $4.2M | 16K |
| Snowflake Inc | SNOW | Shares | $4.1M | 27K |
| Toast Inc | TOST | Shares | $3.8M | 143K |
| Crown Castle Inc | CCI | Shares | $3.2M | 39K |
| Versant Media Group Inc | VSNT | Shares | $3.2M | 86K |
| Ambarella Inc | Shares | $3.0M | 59K | |
| Elastic N V | Shares | $2.8M | 56K | |
| Paycom Software Inc | PAYC | Shares | $2.8M | 23K |
| Autodesk Inc | ADSK | Shares | $2.3M | 10K |
| Teradata Corp Del | TDC | Shares | $1.2M | 45K |
| Shoals Technologies Group In | SHLS | Shares | $1.1M | 168K |
| Fabrinet | Shares | $782K | 2K | |
| Zoom Communications Inc | ZM | Shares | $643K | 8K |
| Sanmina Corp | SANM | Shares | $519K | 4K |
| Palo Alto Networks Inc | PANW | Shares | $481K | 3K |
| Innoviz Technologies Ltd | Shares | $25K | 39K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.