Sora Investors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Sora Investors LLC reported 76 stock positions worth $1.3 billion. Its top holding was Universal Display (OLED) at 4.7% of the portfolio, followed by ASML Holding NV-NY Reg SHS (ASML, 4.4%) and Advanced Energy Industries (AEIS, 4.0%). Compared with Q1 2026, it opened 26 new positions, sold out of 27, added to 24 and reduced 26. The biggest buy was Universal Display (OLED, shares +979%) and the biggest sale Intuit (INTU, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- BRYN MAWR, PA
- CIK
- 0001894532
- Portfolio Value
- $1.3B (Q2 2026)
- SEC Filing
- 0001894532-26-000003 ↗ filed Aug 14, 2026
Holdings Value
Holdings 76 stocks · $1.3B
| OLED Universal Display Corp. | 4.66% | 701,163 | $60.7M | Add +978.7% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 4.41% | 28,904 | $57.5M | Reduce -22.4% |
| AEIS Advanced Energy Industries | 4.00% | 139,963 | $52.2M | Add +16.4% |
| MKSI MKS Inc. | 3.67% | 107,496 | $47.8M | Reduce -34.0% |
| QCOM Qualcomm Inc. | 3.60% | 253,732 | $46.9M | New |
| AMZN Amazon.com Inc. | 3.54% | 193,437 | $46.1M | Reduce -8.1% |
| TSM Taiwan Semiconductor-SP ADR | 3.30% | 90,051 | $43.0M | Add +481.0% |
| MXL Maxlinear Inc. | 3.13% | 319,217 | $40.9M | Reduce -62.3% |
| INTC Intel Corp. | 3.12% | 291,791 | $40.7M | New |
| SNPS Synopsys Inc. | 3.07% | 89,659 | $40.0M | Reduce -2.0% |
| MSFT Microsoft Corp. | 3.06% | 107,134 | $40.0M | Reduce -6.3% |
| P Everpure Inc. Class A | 2.98% | 493,074 | $38.8M | Add +354.1% |
| FOXA Fox Corp. Class A | 2.88% | 720,607 | $37.6M | New |
| EQIX Equinix Inc. | 2.54% | 31,723 | $33.1M | Add +68.3% |
| META Meta Platforms Inc. Class A | 2.43% | 56,290 | $31.7M | Add +17.6% |
| ANET Arista Networks Inc. | 2.30% | 176,385 | $30.0M | New |
| MA Mastercard Inc. Class A | 2.25% | 57,142 | $29.3M | Add +25.0% |
| MSI Motorola Solutions Inc. | 2.15% | 67,584 | $28.1M | Add +61.7% |
| SBAC SBA Communications Corp. | 2.00% | 147,995 | $26.1M | Add +88.3% |
| CHTR Charter Communications Inc. Class A | 1.90% | 173,849 | $24.7M | Add +508.5% |
| COHR Coherent Corp. | 1.68% | 55,534 | $21.9M | Reduce -35.4% |
| DASH DoorDash Inc. Class A | 1.64% | 115,777 | $21.4M | Add +257.0% |
| VZ Verizon Communications Inc. | 1.54% | 474,770 | $20.1M | New |
| CCI Crown Castle Inc. | 1.53% | 263,466 | $20.0M | Add +568.0% |
| TTWO Take-Two Interactive Softwre | 1.51% | 78,573 | $19.6M | Reduce -35.3% |
| TDC Teradata Corp. | 1.44% | 542,581 | $18.8M | Add +1105.7% |
| AUR Aurora Innovation Inc. | 1.42% | 2,721,766 | $18.6M | Add +94.0% |
| NVDA Nvidia Corp. | 1.37% | 89,310 | $17.9M | New |
| MCHP Microchip Technology Inc. | 1.32% | 188,938 | $17.2M | New |
| MU Micron Technology Inc. | 1.23% | 13,875 | $16.0M | Reduce -39.7% |
| SNDK Sandisk Corp. | 1.22% | 7,000 | $15.9M | Reduce -70.8% |
| WDAY Workday Inc. Class A | 1.18% | 125,969 | $15.4M | New |
| ABNB Airbnb Inc. Class A | 1.18% | 107,631 | $15.4M | Reduce -46.5% |
| SANM Sanmina Corp. | 1.17% | 60,507 | $15.3M | Add +1412.7% |
| ECHO Echostar Corp. Class A | 1.17% | 150,000 | $15.2M | New |
| PLXS Plexus Corp. | 1.14% | 49,301 | $14.8M | Reduce -2.2% |
| CPNG Coupang Inc. | 1.10% | 828,592 | $14.4M | Add +6.0% |
| SNOW Snowflake Inc. | 1.09% | 56,040 | $14.3M | Add +105.2% |
| SPOT Spotify Technology SA | 1.04% | 29,591 | $13.6M | Add +36.7% |
| FSLR First Solar Inc. | 1.04% | 57,362 | $13.5M | Reduce -39.9% |
| ETSY Etsy Inc. | 1.03% | 178,571 | $13.5M | New |
| FWONK Liberty Media Corp. Class C | 0.95% | 129,853 | $12.4M | New |
| ARW Arrow Electronics Inc. | 0.95% | 57,785 | $12.3M | Reduce -35.8% |
| JBL Jabil Inc. | 0.91% | 30,748 | $11.9M | Add +94.4% |
| KEYS Keysight Technologies Inc. | 0.86% | 32,183 | $11.3M | New |
| AFRM Affirm Holdings Inc. | 0.80% | 127,664 | $10.4M | New |
| DY Dycom Industries Inc. | 0.66% | 17,144 | $8.7M | New |
| AMBA Ambarella Inc. | 0.66% | 100,935 | $8.7M | Add +70.8% |
| AVT Avnet Inc. | 0.66% | 97,391 | $8.7M | New |
| RDDT Reddit Inc. Class A | 0.57% | 43,177 | $7.5M | New |
| LITE Lumentum Holdings Inc. | 0.47% | 7,143 | $6.1M | Reduce -68.7% |
| SHLS Shoals Technologies Group -A | 0.46% | 609,206 | $6.0M | Add +262.6% |
| TMUS T-Mobile US Inc. | 0.46% | 35,714 | $6.0M | Reduce -66.7% |
| ARRY Array Technologies Inc. | 0.39% | 679,715 | $5.0M | Reduce -30.7% |
| TOST Toast Inc. Class A | 0.34% | 157,139 | $4.4M | Add +10.0% |
| ACHR Archer Aviation Inc. Class A | 0.32% | 890,588 | $4.2M | Reduce -4.0% |
| VSNT Versant Media Group Inc. | 0.26% | 95,693 | $3.4M | Add +11.6% |
| MDB Mongodb Inc. | 0.26% | 10,029 | $3.4M | Reduce -83.0% |
| FFIV F5 Inc. | 0.23% | 7,103 | $3.0M | Reduce -87.9% |
| TSLA Tesla Inc. | 0.21% | 6,500 | $2.7M | New |
| LUMN Lumen Technologies Inc. | 0.20% | 336,666 | $2.6M | New |
| FDS Factset Research Systems Inc. | 0.16% | 9,002 | $2.1M | New |
| TRMB Trimble Inc. | 0.14% | 35,000 | $1.8M | New |
| SPGI S&P Global Inc. | 0.13% | 4,285 | $1.7M | Reduce -93.3% |
| NOW ServiceNow Inc. | 0.13% | 16,654 | $1.7M | New |
| ZBRA Zebra Technologies Corp. Class A | 0.11% | 5,500 | $1.4M | New |
| BETA Beta Technologies Inc. Class A | 0.11% | 86,000 | $1.4M | New |
| INTU Intuit Inc. | 0.10% | 5,013 | $1.3M | Reduce -93.1% |
| PAYC Paycom Software Inc. | 0.07% | 7,706 | $968K | Reduce -66.1% |
| HUBS HubSpot Inc. | 0.07% | 5,200 | $949K | New |
| ESTC Elastic NV | 0.07% | 16,372 | $934K | Reduce -70.9% |
| ENVX Enovix Corp. | 0.07% | 140,000 | $850K | New |
| PANW Palo Alto Networks Inc. | 0.06% | 2,423 | $826K | Reduce -19.2% |
| FLEX Flex Ltd. | 0.06% | 5,000 | $810K | Reduce -97.9% |
| TWLO Twilio Inc. Class A | 0.05% | 3,069 | $633K | New |
| INVZ Innoviz Technologies Ltd. | 0.00% | 39,551 | $30K | Add +1.5% |
Portfolio Sells Q1 2026 → Q2 2026
| INTU Intuit Inc. | Reduce -93.1% | 0.10% | −2.81 |
| VRSN Verisign Inc. | Sold out | 0.00% | −2.65 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −2.48 |
| SMTC Semtech Corp. | Sold out | 0.00% | −2.44 |
| SPGI S&P Global Inc. | Reduce -93.3% | 0.13% | −2.38 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −2.21 |
| STX Seagate Technology Holdings | Sold out | 0.00% | −2.18 |
| V Visa Inc. Class A | Sold out | 0.00% | −1.99 |
| GPN Global Payments Inc. | Sold out | 0.00% | −1.66 |
| TRU Transunion | Sold out | 0.00% | −1.64 |
| TMUS T-Mobile US Inc. | Reduce -66.7% | 0.46% | −1.61 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −1.46 |
| ALAB Astera Labs Inc. | Sold out | 0.00% | −1.37 |
| FLEX Flex Ltd. | Reduce -97.9% | 0.06% | −1.34 |
| FFIV F5 Inc. | Reduce -87.9% | 0.23% | −1.34 |
| RUN Sunrun Inc. | Sold out | 0.00% | −1.27 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −1.18 |
| ABNB Airbnb Inc. Class A | Reduce -46.5% | 1.18% | −1.16 |
| MDB Mongodb Inc. | Reduce -83.0% | 0.26% | −1.07 |
| LITE Lumentum Holdings Inc. | Reduce -68.7% | 0.47% | −1.01 |
| OMC Omnicom Group | Sold out | 0.00% | −0.99 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.92 |
| MSFT Microsoft Corp. | Reduce -6.3% | 3.06% | −0.83 |
| STM Stmicroelectronics NV-NY SHS | Sold out | 0.00% | −0.80 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.79 |
| T AT&T Inc. | Sold out | 0.00% | −0.78 |
| LYV Live Nation Entertainment Inc. | Sold out | 0.00% | −0.76 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.76 |
| TTWO Take-Two Interactive Softwre | Reduce -35.3% | 1.51% | −0.70 |
| FSLR First Solar Inc. | Reduce -39.9% | 1.04% | −0.70 |
| XYZ Block Inc. | Sold out | 0.00% | −0.63 |
| GFS Globalfoundries Inc. | Sold out | 0.00% | −0.61 |
| SIMO Silicon Motion Technol-ADR | Sold out | 0.00% | −0.60 |
| POWI Power Integrations Inc. | Sold out | 0.00% | −0.57 |
| AMZN Amazon.com Inc. | Reduce -8.1% | 3.54% | −0.50 |
| LSCC Lattice Semiconductor Corp. | Sold out | 0.00% | −0.43 |
| SNPS Synopsys Inc. | Reduce -2.0% | 3.07% | −0.27 |
| ARRY Array Technologies Inc. | Reduce -30.7% | 0.39% | −0.27 |
| ARW Arrow Electronics Inc. | Reduce -35.8% | 0.95% | −0.24 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.21 |
| COHR Coherent Corp. | Reduce -35.4% | 1.68% | −0.21 |
| ESTC Elastic NV | Reduce -70.9% | 0.07% | −0.19 |
| SNDK Sandisk Corp. | Reduce -70.8% | 1.22% | −0.18 |
| PAYC Paycom Software Inc. | Reduce -66.1% | 0.07% | −0.18 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -22.4% | 4.41% | −0.12 |
| ACHR Archer Aviation Inc. Class A | Reduce -4.0% | 0.32% | −0.12 |
| FN Fabrinet | Sold out | 0.00% | −0.07 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −0.06 |
| PANW Palo Alto Networks Inc. | Reduce -19.2% | 0.06% | +0.02 |
| PLXS Plexus Corp. | Reduce -2.2% | 1.14% | +0.20 |
Portfolio Buys Q1 2026 → Q2 2026
| OLED Universal Display Corp. | Add +978.7% | 4.66% | +4.11 |
| QCOM Qualcomm Inc. | New | 3.60% | +3.60 |
| INTC Intel Corp. | New | 3.12% | +3.12 |
| FOXA Fox Corp. Class A | New | 2.88% | +2.88 |
| TSM Taiwan Semiconductor-SP ADR | Add +481.0% | 3.30% | +2.82 |
| P Everpure Inc. Class A | Add +354.1% | 2.98% | +2.39 |
| ANET Arista Networks Inc. | New | 2.30% | +2.30 |
| VZ Verizon Communications Inc. | New | 1.54% | +1.54 |
| NVDA Nvidia Corp. | New | 1.37% | +1.37 |
| TDC Teradata Corp. | Add +1105.7% | 1.44% | +1.34 |
| CHTR Charter Communications Inc. Class A | Add +508.5% | 1.90% | +1.33 |
| MCHP Microchip Technology Inc. | New | 1.32% | +1.32 |
| CCI Crown Castle Inc. | Add +568.0% | 1.53% | +1.23 |
| DASH DoorDash Inc. Class A | Add +257.0% | 1.64% | +1.19 |
| WDAY Workday Inc. Class A | New | 1.18% | +1.18 |
| ECHO Echostar Corp. Class A | New | 1.17% | +1.17 |
| SANM Sanmina Corp. | Add +1412.7% | 1.17% | +1.13 |
| ETSY Etsy Inc. | New | 1.03% | +1.03 |
| FWONK Liberty Media Corp. Class C | New | 0.95% | +0.95 |
| AUR Aurora Innovation Inc. | Add +94.0% | 1.42% | +0.89 |
| KEYS Keysight Technologies Inc. | New | 0.86% | +0.86 |
| EQIX Equinix Inc. | Add +68.3% | 2.54% | +0.83 |
| AFRM Affirm Holdings Inc. | New | 0.80% | +0.80 |
| SBAC SBA Communications Corp. | Add +88.3% | 2.00% | +0.76 |
| SNOW Snowflake Inc. | Add +105.2% | 1.09% | +0.71 |
| DY Dycom Industries Inc. | New | 0.66% | +0.66 |
| AVT Avnet Inc. | New | 0.66% | +0.66 |
| RDDT Reddit Inc. Class A | New | 0.57% | +0.57 |
| JBL Jabil Inc. | Add +94.4% | 0.91% | +0.52 |
| MSI Motorola Solutions Inc. | Add +61.7% | 2.15% | +0.48 |
| AEIS Advanced Energy Industries | Add +16.4% | 4.00% | +0.43 |
| AMBA Ambarella Inc. | Add +70.8% | 0.66% | +0.38 |
| SHLS Shoals Technologies Group -A | Add +262.6% | 0.46% | +0.36 |
| TSLA Tesla Inc. | New | 0.21% | +0.21 |
| LUMN Lumen Technologies Inc. | New | 0.20% | +0.20 |
| FDS Factset Research Systems Inc. | New | 0.16% | +0.16 |
| MA Mastercard Inc. Class A | Add +25.0% | 2.25% | +0.15 |
| TRMB Trimble Inc. | New | 0.14% | +0.14 |
| NOW ServiceNow Inc. | New | 0.13% | +0.13 |
| ZBRA Zebra Technologies Corp. Class A | New | 0.11% | +0.11 |
| BETA Beta Technologies Inc. Class A | New | 0.11% | +0.11 |
| SPOT Spotify Technology SA | Add +36.7% | 1.04% | +0.08 |
| HUBS HubSpot Inc. | New | 0.07% | +0.07 |
| ENVX Enovix Corp. | New | 0.07% | +0.07 |
| TWLO Twilio Inc. Class A | New | 0.05% | +0.05 |
| INVZ Innoviz Technologies Ltd. | Add +1.5% | 0.00% | 0.00 |
| TOST Toast Inc. Class A | Add +10.0% | 0.34% | −0.01 |
| VSNT Versant Media Group Inc. | Add +11.6% | 0.26% | −0.03 |
| META Meta Platforms Inc. Class A | Add +17.6% | 2.43% | −0.09 |
| CPNG Coupang Inc. | Add +6.0% | 1.10% | −0.26 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 76 | $1.3B | OLED, ASML, AEIS, MKSI, QCOM |
| Q1 2026 | 77 | $1.1B | ASML, AMZN, MSFT, AEIS, MKSI |
| Q4 2025 | 84 | $1.2B | MSFT, AMAT, ASML, AMZN, MA |
| Q3 2025 | 82 | $1.1B | NVDA, AMAT, ASML, MSFT, FSLR |
| Q2 2025 | 91 | $1.1B | ADI, NVDA, AMZN, CSCO, CMCSA |
| Q1 2025 | 66 | $825.3M | STX, MSFT, ASML, AMZN, AMT |
| Q4 2024 | 66 | $900.6M | MSFT, AMZN, EQIX, MCHP, ASML |
| Q3 2024 | 59 | $573.0M | WDC, CMCSA, MSFT, TRMB, V |
| Q2 2024 | 51 | $542.8M | WDC, AMZN, OLED, V, META |
| Q1 2024 | 45 | $608.0M | WDC, AMZN, FISV, MSFT, ASML |