Sora Investors LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Sora Investors LLC reported 51 stock positions worth $542.8 million. Its top holding was Western Digital (WDC) at 7.0% of the portfolio, followed by Amazon.com (AMZN, 4.8%) and Universal Display (OLED, 4.5%). Compared with Q1 2024, it opened 24 new positions, sold out of 18, added to 9 and reduced 14. The biggest buy was a new position in Visa Class A (V) and the biggest sale an exit from Fiserv (FISV).
- Most Recent 13F
- Q2 2026
- Location
- BRYN MAWR, PA
- CIK
- 0001894532
- Portfolio Value
- $542.8M (Q2 2024)
- SEC Filing
- 0001214659-24-014693 ↗ filed Aug 14, 2024
Holdings Value
Holdings 51 stocks · $542.8M
| WDC Western Digital Corp. | 6.98% | 500,000 | $37.9M | No change |
| AMZN Amazon.com Inc. | 4.81% | 135,000 | $26.1M | Reduce -15.6% |
| OLED Universal Display Corp. | 4.45% | 115,000 | $24.2M | Add +76.9% |
| V Visa Inc. Class A | 4.35% | 90,000 | $23.6M | New |
| META Meta Platforms Inc. Class A | 3.48% | 37,500 | $18.9M | Reduce -6.8% |
| ADP Automatic Data Processing | 3.30% | 75,000 | $17.9M | Reduce -21.5% |
| MSFT Microsoft Corp. | 3.29% | 40,000 | $17.9M | Reduce -34.4% |
| LITE Lumentum Holdings Inc. | 3.28% | 350,000 | $17.8M | Add +133.3% |
| HPQ HP Inc. | 3.23% | 500,000 | $17.5M | Add +42.9% |
| MRVL Marvell Technology Inc. | 3.22% | 250,000 | $17.5M | No change |
| ZBRA Zebra Technologies Corp. Class A | 3.13% | 55,000 | $17.0M | No change |
| CRM Salesforce Inc. | 3.08% | 65,000 | $16.7M | Add +30.0% |
| AMT American Tower Corp. | 2.94% | 82,000 | $15.9M | New |
| GLOB Globant SA | 2.85% | 86,825 | $15.5M | Add +8.5% |
| ASML ASML Holding NV-NY Reg SHS | 2.83% | 15,000 | $15.3M | Reduce -40.0% |
| TRU Transunion | 2.73% | 200,000 | $14.8M | Reduce -20.5% |
| AMD Advanced Micro Devices | 2.24% | 75,000 | $12.2M | New |
| IPGP Ipg Photonics Corp. | 2.18% | 140,000 | $11.8M | Add +3.7% |
| MA Mastercard Inc. Class A | 2.03% | 25,000 | $11.0M | Reduce -50.0% |
| SBAC SBA Communications Corp. | 1.99% | 55,000 | $10.8M | New |
| GPN Global Payments Inc. | 1.87% | 105,000 | $10.2M | Add +140.0% |
| ORCL Oracle Corp. | 1.82% | 70,000 | $9.9M | Reduce -56.3% |
| CIEN Ciena Corp. | 1.78% | 200,000 | $9.6M | Reduce -46.7% |
| MCHP Microchip Technology Inc. | 1.69% | 100,000 | $9.2M | New |
| AMBA Ambarella Inc. | 1.54% | 155,000 | $8.4M | New |
| FORM Formfactor Inc. | 1.51% | 135,000 | $8.2M | New |
| XYZ Block Inc. | 1.49% | 125,000 | $8.1M | Add +13.6% |
| NOW ServiceNow Inc. | 1.45% | 10,000 | $7.9M | New |
| GLW Corning Inc. | 1.43% | 200,000 | $7.8M | Reduce -42.9% |
| DLR Digital Realty Trust Inc. | 1.40% | 50,000 | $7.6M | New |
| HUBS HubSpot Inc. | 1.30% | 12,000 | $7.1M | New |
| AUR Aurora Innovation Inc. | 1.28% | 2,500,000 | $6.9M | Add +25.0% |
| IOT Samsara Inc. Class A | 1.24% | 200,000 | $6.7M | New |
| T AT&T Inc. | 1.23% | 350,000 | $6.7M | Reduce -69.6% |
| LYFT LYFT Inc. Class A | 1.17% | 450,000 | $6.3M | New |
| DAVA Endava PLC- Spon ADR | 1.08% | 200,000 | $5.8M | No change |
| EPAM Epam Systems Inc. | 1.04% | 30,000 | $5.6M | New |
| DDOG Datadog Inc. Class A | 0.96% | 40,000 | $5.2M | New |
| ZUO Zuora Inc. Class A | 0.91% | 500,000 | $5.0M | New |
| EA Electronic Arts Inc. | 0.90% | 35,000 | $4.9M | New |
| MNDY Monday.com Ltd. | 0.89% | 20,000 | $4.8M | New |
| ENVX Enovix Corp. | 0.85% | 300,000 | $4.6M | New |
| SMTC Semtech Corp. | 0.83% | 150,000 | $4.5M | Reduce -50.0% |
| EXPE Expedia Group Inc. | 0.81% | 35,000 | $4.4M | Reduce -68.4% |
| DAY Dayforce Inc. | 0.78% | 85,000 | $4.2M | New |
| AAOI Applied Optoelectronics Inc. | 0.69% | 450,000 | $3.7M | New |
| SMAR Smartsheet Inc. Class A | 0.61% | 75,000 | $3.3M | New |
| TTWO Take-Two Interactive Softwre | 0.43% | 15,000 | $2.3M | New |
| MELI MercadoLibre Inc. | 0.30% | 1,000 | $1.6M | New |
| RELY Remitly Global Inc. | 0.22% | 100,000 | $1.2M | New |
| ETWO E2OPEN Parent Holdings Inc. | 0.12% | 150,000 | $674K | Reduce -53.0% |
Portfolio Sells Q1 2024 → Q2 2024
| FISV Fiserv Inc. | Sold out | 0.00% | −4.36 |
| MU Micron Technology Inc. | Sold out | 0.00% | −3.88 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −3.31 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −2.14 |
| T AT&T Inc. | Reduce -69.6% | 1.23% | −2.10 |
| MA Mastercard Inc. Class A | Reduce -50.0% | 2.03% | −1.93 |
| FLEX Flex Ltd. | Sold out | 0.00% | −1.88 |
| FN Fabrinet | Sold out | 0.00% | −1.87 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −1.80 |
| EXPE Expedia Group Inc. | Reduce -68.4% | 0.81% | −1.69 |
| RUN Sunrun Inc. | Sold out | 0.00% | −1.63 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −1.59 |
| ORCL Oracle Corp. | Reduce -56.3% | 1.82% | −1.48 |
| CIEN Ciena Corp. | Reduce -46.7% | 1.78% | −1.27 |
| STX Seagate Technology Holdings | Sold out | 0.00% | −1.22 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −1.20 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -40.0% | 2.83% | −1.16 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −1.01 |
| MSFT Microsoft Corp. | Reduce -34.4% | 3.29% | −0.93 |
| CALX Calix Inc. | Sold out | 0.00% | −0.85 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.82 |
| ADP Automatic Data Processing | Reduce -21.5% | 3.30% | −0.63 |
| TRU Transunion | Reduce -20.5% | 2.73% | −0.57 |
| SMTC Semtech Corp. | Reduce -50.0% | 0.83% | −0.53 |
| ARRY Array Technologies Inc. | Sold out | 0.00% | −0.49 |
| GLW Corning Inc. | Reduce -42.9% | 1.43% | −0.47 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.45 |
| WEX Wex Inc. | Sold out | 0.00% | −0.39 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.29 |
| ETWO E2OPEN Parent Holdings Inc. | Reduce -53.0% | 0.12% | −0.11 |
| AMZN Amazon.com Inc. | Reduce -15.6% | 4.81% | +0.06 |
| META Meta Platforms Inc. Class A | Reduce -6.8% | 3.48% | +0.27 |
Portfolio Buys Q1 2024 → Q2 2024
| V Visa Inc. Class A | New | 4.35% | +4.35 |
| AMT American Tower Corp. | New | 2.94% | +2.94 |
| OLED Universal Display Corp. | Add +76.9% | 4.45% | +2.65 |
| AMD Advanced Micro Devices | New | 2.24% | +2.24 |
| LITE Lumentum Holdings Inc. | Add +133.3% | 3.28% | +2.12 |
| SBAC SBA Communications Corp. | New | 1.99% | +1.99 |
| MCHP Microchip Technology Inc. | New | 1.69% | +1.69 |
| AMBA Ambarella Inc. | New | 1.54% | +1.54 |
| FORM Formfactor Inc. | New | 1.51% | +1.51 |
| HPQ HP Inc. | Add +42.9% | 3.23% | +1.49 |
| NOW ServiceNow Inc. | New | 1.45% | +1.45 |
| DLR Digital Realty Trust Inc. | New | 1.40% | +1.40 |
| HUBS HubSpot Inc. | New | 1.30% | +1.30 |
| IOT Samsara Inc. Class A | New | 1.24% | +1.24 |
| LYFT LYFT Inc. Class A | New | 1.17% | +1.17 |
| EPAM Epam Systems Inc. | New | 1.04% | +1.04 |
| DDOG Datadog Inc. Class A | New | 0.96% | +0.96 |
| ZUO Zuora Inc. Class A | New | 0.91% | +0.91 |
| GPN Global Payments Inc. | Add +140.0% | 1.87% | +0.91 |
| EA Electronic Arts Inc. | New | 0.90% | +0.90 |
| MNDY Monday.com Ltd. | New | 0.89% | +0.89 |
| ENVX Enovix Corp. | New | 0.85% | +0.85 |
| DAY Dayforce Inc. | New | 0.78% | +0.78 |
| AAOI Applied Optoelectronics Inc. | New | 0.69% | +0.69 |
| SMAR Smartsheet Inc. Class A | New | 0.61% | +0.61 |
| CRM Salesforce Inc. | Add +30.0% | 3.08% | +0.60 |
| TTWO Take-Two Interactive Softwre | New | 0.43% | +0.43 |
| AUR Aurora Innovation Inc. | Add +25.0% | 1.28% | +0.35 |
| MELI MercadoLibre Inc. | New | 0.30% | +0.30 |
| RELY Remitly Global Inc. | New | 0.22% | +0.22 |
| GLOB Globant SA | Add +8.5% | 2.85% | +0.19 |
| IPGP Ipg Photonics Corp. | Add +3.7% | 2.18% | +0.16 |
| XYZ Block Inc. | Add +13.6% | 1.49% | −0.05 |
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 |