Sora Investors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Sora Investors LLC reported 91 stock positions worth $1.1 billion. Its top holding was Analog Devices (ADI) at 4.2% of the portfolio, followed by Nvidia (NVDA, 3.5%) and Amazon.com (AMZN, 3.4%). Compared with Q1 2025, it opened 47 new positions, sold out of 22, added to 20 and reduced 24. The biggest buy was a new position in Analog Devices (ADI) and the biggest sale an exit from Seagate Technology (STX).
- Most Recent 13F
- Q2 2026
- Location
- BRYN MAWR, PA
- CIK
- 0001894532
- Portfolio Value
- $1.1B (Q2 2025)
- SEC Filing
- 0001214659-25-012233 ↗ filed Aug 14, 2025
Holdings Value
Holdings 91 stocks · $1.1B
| ADI Analog Devices Inc. | 4.24% | 197,080 | $46.9M | New |
| NVDA Nvidia Corp. | 3.49% | 244,337 | $38.6M | Add +62.4% |
| AMZN Amazon.com Inc. | 3.40% | 171,427 | $37.6M | Add +22.4% |
| CSCO Cisco Systems Inc. | 3.34% | 532,378 | $36.9M | New |
| CMCSA Comcast Corp. Class A | 3.27% | 1,014,287 | $36.2M | Add +77.5% |
| ASML ASML Holding NV-NY Reg SHS | 3.25% | 44,857 | $35.9M | Add +3.1% |
| GOOGL Alphabet Inc. Class A | 2.96% | 185,720 | $32.7M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.87% | 255,922 | $31.7M | New |
| MSFT Microsoft Corp. | 2.82% | 62,860 | $31.3M | Reduce -20.0% |
| FISV Fiserv Inc. | 2.72% | 174,456 | $30.1M | Add +200.5% |
| FSLR First Solar Inc. | 2.58% | 172,934 | $28.6M | New |
| MA Mastercard Inc. Class A | 2.17% | 42,860 | $24.1M | New |
| CIEN Ciena Corp. | 2.08% | 283,025 | $23.0M | New |
| SIMO Silicon Motion Technol-ADR | 2.07% | 305,435 | $23.0M | Add +139.5% |
| EQIX Equinix Inc. | 2.05% | 28,573 | $22.7M | Add +20.5% |
| COHR Coherent Corp. | 2.04% | 253,059 | $22.6M | Add +39.5% |
| TRU Transunion | 2.03% | 255,102 | $22.4M | Add +48.8% |
| CRM Salesforce Inc. | 1.99% | 80,889 | $22.1M | Reduce -5.0% |
| DASH DoorDash Inc. Class A | 1.97% | 88,590 | $21.8M | Add +687.7% |
| SPGI S&P Global Inc. | 1.87% | 39,303 | $20.7M | Add +83.4% |
| WDAY Workday Inc. Class A | 1.86% | 85,714 | $20.6M | New |
| MCHP Microchip Technology Inc. | 1.84% | 288,986 | $20.3M | Reduce -26.3% |
| OLED Universal Display Corp. | 1.82% | 130,720 | $20.2M | Add +43.3% |
| META Meta Platforms Inc. Class A | 1.81% | 27,143 | $20.0M | Reduce -24.0% |
| XYZ Block Inc. | 1.59% | 260,001 | $17.7M | New |
| ACHR Archer Aviation Inc. Class A | 1.48% | 1,509,899 | $16.4M | Add +18.1% |
| MBLY Mobileye Global Inc. Class A | 1.46% | 896,386 | $16.1M | Add +19.8% |
| T AT&T Inc. | 1.37% | 525,717 | $15.2M | New |
| CCI Crown Castle Inc. | 1.36% | 146,296 | $15.0M | Add +116.5% |
| IOT Samsara Inc. Class A | 1.27% | 354,606 | $14.1M | New |
| DDOG Datadog Inc. Class A | 1.21% | 99,998 | $13.4M | New |
| PINS Pinterest Inc. Class A | 1.20% | 371,430 | $13.3M | New |
| EXPE Expedia Group Inc. | 1.20% | 78,571 | $13.3M | Add +68.7% |
| GLOB Globant SA | 1.05% | 128,423 | $11.7M | Add +25.7% |
| EA Electronic Arts Inc. | 1.04% | 72,286 | $11.5M | New |
| RDDT Reddit Inc. Class A | 0.97% | 71,429 | $10.8M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.95% | 16,965 | $10.5M | New |
| DKNG Draftkings Inc. Class A | 0.94% | 242,687 | $10.4M | Reduce -14.4% |
| TEAM Atlassian Corp. Class A | 0.92% | 49,999 | $10.2M | Add +94.4% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.89% | 95,977 | $9.8M | New |
| ENVX Enovix Corp. | 0.89% | 950,000 | $9.8M | New |
| CNK Cinemark Holdings Inc. | 0.88% | 322,039 | $9.7M | Add +300.1% |
| APP AppLovin Corp. Class A | 0.86% | 27,144 | $9.5M | Add +280.0% |
| FOUR SHIFT4 Payments Inc. Class A | 0.77% | 85,714 | $8.5M | New |
| VRSN Verisign Inc. | 0.75% | 28,572 | $8.3M | New |
| TOST Toast Inc. Class A | 0.74% | 185,716 | $8.2M | New |
| MDB Mongodb Inc. | 0.70% | 37,143 | $7.8M | Reduce -2.3% |
| EPAM Epam Systems Inc. | 0.68% | 42,352 | $7.5M | Reduce -25.9% |
| ALAB Astera Labs Inc. | 0.67% | 81,833 | $7.4M | New |
| SNDK Sandisk Corp. | 0.66% | 160,474 | $7.3M | Reduce -27.7% |
| TRMB Trimble Inc. | 0.62% | 90,160 | $6.9M | Reduce -67.7% |
| ENTG Entegris Inc. | 0.61% | 84,060 | $6.8M | Reduce -21.5% |
| SPOT Spotify Technology SA | 0.59% | 8,573 | $6.6M | New |
| MNDY Monday.com Ltd. | 0.57% | 20,000 | $6.3M | New |
| ESTC Elastic NV | 0.57% | 74,286 | $6.3M | New |
| LSCC Lattice Semiconductor Corp. | 0.56% | 125,508 | $6.1M | Reduce -63.6% |
| CHTR Charter Communications Inc. Class A | 0.54% | 14,743 | $6.0M | New |
| MKSI MKS Inc. | 0.52% | 57,679 | $5.7M | New |
| LYV Live Nation Entertainment Inc. | 0.50% | 36,853 | $5.6M | New |
| TKO Tko Group Holdings Inc. | 0.47% | 28,573 | $5.2M | Reduce -50.2% |
| CLS Celestica Inc. | 0.47% | 33,065 | $5.2M | Reduce -71.5% |
| LITE Lumentum Holdings Inc. | 0.46% | 53,707 | $5.1M | Reduce -82.3% |
| AMBA Ambarella Inc. | 0.45% | 75,908 | $5.0M | Reduce -37.1% |
| G Genpact Ltd. | 0.45% | 112,294 | $4.9M | New |
| FWONK Liberty Media Corp. Class C | 0.43% | 45,400 | $4.7M | Reduce -54.6% |
| SEDG Solaredge Technologies Inc. | 0.39% | 211,587 | $4.3M | Reduce -52.5% |
| DAY Dayforce Inc. | 0.37% | 74,286 | $4.1M | Reduce -71.1% |
| FORM Formfactor Inc. | 0.35% | 112,154 | $3.9M | Reduce -42.2% |
| AAPL Apple Inc. | 0.33% | 17,717 | $3.6M | New |
| SNPS Synopsys Inc. | 0.25% | 5,500 | $2.8M | New |
| FLEX Flex Ltd. | 0.25% | 56,000 | $2.8M | New |
| SMTC Semtech Corp. | 0.24% | 60,000 | $2.7M | Reduce -78.2% |
| AEIS Advanced Energy Industries | 0.22% | 18,720 | $2.5M | Reduce -73.9% |
| WBD Warner Bros Discovery Inc. | 0.22% | 214,286 | $2.5M | New |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.21% | 12,949 | $2.3M | New |
| V Visa Inc. Class A | 0.20% | 6,326 | $2.2M | Reduce -90.2% |
| PCOR Procore Technologies Inc. | 0.20% | 31,748 | $2.2M | New |
| MQ Marqeta Inc. | 0.20% | 371,449 | $2.2M | Reduce -60.0% |
| SANM Sanmina Corp. | 0.19% | 22,000 | $2.2M | New |
| LRCX Lam Research Corp. | 0.18% | 20,001 | $1.9M | New |
| GTLB Gitlab Inc. Class A | 0.17% | 42,858 | $1.9M | New |
| IT Gartner Inc. | 0.17% | 4,554 | $1.8M | New |
| MSCI MSCI Inc. | 0.16% | 3,035 | $1.8M | New |
| TRI Thomson Reuters Corp. | 0.16% | 8,690 | $1.7M | New |
| FICO Fair Isaac Corp. | 0.15% | 929 | $1.7M | New |
| ONTO Onto Innovation Inc. | 0.13% | 14,000 | $1.4M | New |
| FIS Fidelity National Info Serv | 0.12% | 15,715 | $1.3M | Reduce -92.7% |
| TDC Teradata Corp. | 0.11% | 55,000 | $1.2M | New |
| CTSH Cognizant Tech Solutions-A | 0.11% | 15,203 | $1.2M | New |
| ALGM Allegro Microsystems Inc. | 0.08% | 25,000 | $855K | New |
| ARRY Array Technologies Inc. | 0.03% | 60,000 | $354K | New |
Portfolio Sells Q1 2025 → Q2 2025
| STX Seagate Technology Holdings | Sold out | 0.00% | −3.85 |
| AMT American Tower Corp. | Sold out | 0.00% | −3.05 |
| FN Fabrinet | Sold out | 0.00% | −2.80 |
| V Visa Inc. Class A | Reduce -90.2% | 0.20% | −2.53 |
| WDC Western Digital Corp. | Sold out | 0.00% | −2.50 |
| INTU Intuit Inc. | Sold out | 0.00% | −2.13 |
| TER Teradyne Inc. | Sold out | 0.00% | −2.07 |
| LITE Lumentum Holdings Inc. | Reduce -82.3% | 0.46% | −1.84 |
| GLW Corning Inc. | Sold out | 0.00% | −1.83 |
| FIS Fidelity National Info Serv | Reduce -92.7% | 0.12% | −1.82 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −1.73 |
| ORCL Oracle Corp. | Sold out | 0.00% | −1.69 |
| LSCC Lattice Semiconductor Corp. | Reduce -63.6% | 0.56% | −1.64 |
| TRMB Trimble Inc. | Reduce -67.7% | 0.62% | −1.60 |
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −1.58 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −1.57 |
| OMC Omnicom Group | Sold out | 0.00% | −1.51 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −1.49 |
| DAY Dayforce Inc. | Reduce -71.1% | 0.37% | −1.45 |
| IPGP Ipg Photonics Corp. | Sold out | 0.00% | −1.10 |
| JBL Jabil Inc. | Sold out | 0.00% | −0.97 |
| SMTC Semtech Corp. | Reduce -78.2% | 0.24% | −0.90 |
| ZBRA Zebra Technologies Corp. Class A | Sold out | 0.00% | −0.78 |
| CRM Salesforce Inc. | Reduce -5.0% | 1.99% | −0.78 |
| MSFT Microsoft Corp. | Reduce -20.0% | 2.82% | −0.75 |
| META Meta Platforms Inc. Class A | Reduce -24.0% | 1.81% | −0.69 |
| FWONK Liberty Media Corp. Class C | Reduce -54.6% | 0.43% | −0.66 |
| PI Impinj Inc. | Sold out | 0.00% | −0.66 |
| CLS Celestica Inc. | Reduce -71.5% | 0.47% | −0.64 |
| AUR Aurora Innovation Inc. | Sold out | 0.00% | −0.63 |
| SNDK Sandisk Corp. | Reduce -27.7% | 0.66% | −0.62 |
| AEIS Advanced Energy Industries | Reduce -73.9% | 0.22% | −0.60 |
| TKO Tko Group Holdings Inc. | Reduce -50.2% | 0.47% | −0.59 |
| ENTG Entegris Inc. | Reduce -21.5% | 0.61% | −0.52 |
| EPAM Epam Systems Inc. | Reduce -25.9% | 0.68% | −0.49 |
| SEDG Solaredge Technologies Inc. | Reduce -52.5% | 0.39% | −0.48 |
| MCHP Microchip Technology Inc. | Reduce -26.3% | 1.84% | −0.46 |
| DAVA Endava PLC- Spon ADR | Sold out | 0.00% | −0.44 |
| ASPN Aspen Aerogels Inc. | Sold out | 0.00% | −0.32 |
| FORM Formfactor Inc. | Reduce -42.2% | 0.35% | −0.32 |
| CPAY Corpay Inc. | Sold out | 0.00% | −0.30 |
| AMBA Ambarella Inc. | Reduce -37.1% | 0.45% | −0.28 |
| MQ Marqeta Inc. | Reduce -60.0% | 0.20% | −0.27 |
| DKNG Draftkings Inc. Class A | Reduce -14.4% | 0.94% | −0.20 |
| FLNC Fluence Energy Inc. | Sold out | 0.00% | −0.16 |
| MDB Mongodb Inc. | Reduce -2.3% | 0.70% | −0.10 |
Portfolio Buys Q1 2025 → Q2 2025
| ADI Analog Devices Inc. | New | 4.24% | +4.24 |
| CSCO Cisco Systems Inc. | New | 3.34% | +3.34 |
| GOOGL Alphabet Inc. Class A | New | 2.96% | +2.96 |
| DIS The Walt Disney Co. | New | 2.87% | +2.87 |
| FSLR First Solar Inc. | New | 2.58% | +2.58 |
| MA Mastercard Inc. Class A | New | 2.17% | +2.17 |
| CIEN Ciena Corp. | New | 2.08% | +2.08 |
| WDAY Workday Inc. Class A | New | 1.86% | +1.86 |
| DASH DoorDash Inc. Class A | Add +687.7% | 1.97% | +1.72 |
| XYZ Block Inc. | New | 1.59% | +1.59 |
| NVDA Nvidia Corp. | Add +62.4% | 3.49% | +1.51 |
| T AT&T Inc. | New | 1.37% | +1.37 |
| SIMO Silicon Motion Technol-ADR | Add +139.5% | 2.07% | +1.29 |
| IOT Samsara Inc. Class A | New | 1.27% | +1.27 |
| DDOG Datadog Inc. Class A | New | 1.21% | +1.21 |
| PINS Pinterest Inc. Class A | New | 1.20% | +1.20 |
| FISV Fiserv Inc. | Add +200.5% | 2.72% | +1.16 |
| EA Electronic Arts Inc. | New | 1.04% | +1.04 |
| RDDT Reddit Inc. Class A | New | 0.97% | +0.97 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.95% | +0.95 |
| IRM Iron Mountain Inc. | New | 0.89% | +0.89 |
| ENVX Enovix Corp. | New | 0.89% | +0.89 |
| FOUR SHIFT4 Payments Inc. Class A | New | 0.77% | +0.77 |
| VRSN Verisign Inc. | New | 0.75% | +0.75 |
| TOST Toast Inc. Class A | New | 0.74% | +0.74 |
| CMCSA Comcast Corp. Class A | Add +77.5% | 3.27% | +0.71 |
| ALAB Astera Labs Inc. | New | 0.67% | +0.67 |
| CNK Cinemark Holdings Inc. | Add +300.1% | 0.88% | +0.63 |
| APP AppLovin Corp. Class A | Add +280.0% | 0.86% | +0.63 |
| COHR Coherent Corp. | Add +39.5% | 2.04% | +0.61 |
| SPOT Spotify Technology SA | New | 0.59% | +0.59 |
| MNDY Monday.com Ltd. | New | 0.57% | +0.57 |
| ESTC Elastic NV | New | 0.57% | +0.57 |
| SPGI S&P Global Inc. | Add +83.4% | 1.87% | +0.55 |
| CHTR Charter Communications Inc. Class A | New | 0.54% | +0.54 |
| MKSI MKS Inc. | New | 0.52% | +0.52 |
| CCI Crown Castle Inc. | Add +116.5% | 1.36% | +0.50 |
| LYV Live Nation Entertainment Inc. | New | 0.50% | +0.50 |
| G Genpact Ltd. | New | 0.45% | +0.45 |
| ACHR Archer Aviation Inc. Class A | Add +18.1% | 1.48% | +0.38 |
| AAPL Apple Inc. | New | 0.33% | +0.33 |
| TRU Transunion | Add +48.8% | 2.03% | +0.30 |
| OLED Universal Display Corp. | Add +43.3% | 1.82% | +0.28 |
| TEAM Atlassian Corp. Class A | Add +94.4% | 0.92% | +0.26 |
| SNPS Synopsys Inc. | New | 0.25% | +0.25 |
| FLEX Flex Ltd. | New | 0.25% | +0.25 |
| EXPE Expedia Group Inc. | Add +68.7% | 1.20% | +0.25 |
| WBD Warner Bros Discovery Inc. | New | 0.22% | +0.22 |
| JKHY Jack Henry & Associates Inc. | New | 0.21% | +0.21 |
| PCOR Procore Technologies Inc. | New | 0.20% | +0.20 |
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 |