Holdings of SORA INVESTORS LLC

Name: Holdings of SORA INVESTORS LLC
Creator: Titelia
License: https://titelia.com/en/sources

· Original filing · Compare with another fund · Report an error

Net assets: -
Positions: 69 in 5 countries
Top ten: 35.5 % of the equity sleeve
Filed on: Mar 31, 2026

Portfolio shape

Positions

Rank	Company	Shares	Value
1	ASML Holding NV	37,268	49.2M $
2	Amazon.com Inc	210,568	43.9M $
3	Microsoft Corp	114,278	42.3M $
4	Advanced Energy Industries Inc	120,268	38.8M $
5	MKS Inc	162,762	37.4M $
6	Synopsys Inc	91,516	36.3M $
7	Intuit Inc	72,976	31.6M $
8	VeriSign Inc	115,701	28.7M $
9	Meta Platforms Inc	47,858	27.4M $
10	S&P Global Inc	64,296	27.3M $
11	Monolithic Power Systems Inc	24,585	26.9M $
12	Semtech Corp	344,047	26.5M $
13	Airbnb Inc	201,287	25.4M $
14	Cisco Systems, Inc.	309,622	24M $
15	Take-Two Interactive Software Inc	121,429	24M $
16	Mastercard Inc	45,711	22.8M $
17	T-Mobile US Inc	107,147	22.5M $
18	Visa Inc	71,428	21.6M $
19	Coherent Corp	85,966	20.5M $
20	First Solar Inc	95,432	18.8M $
21	Equinix Inc	18,852	18.5M $
22	Motorola Solutions Inc	41,793	18.1M $
23	Global Payments Inc	267,754	18M $
24	TransUnion	257,141	17.8M $
25	F5 Inc	58,843	17M $
26	Lumentum Holdings Inc	22,853	16.1M $
27	Applied Materials Inc	46,429	15.9M $
28	Sandisk Corp/DE	23,977	15.2M $
29	Astera Labs Inc	136,079	14.9M $
30	Coupang Inc	781,553	14.8M $
31	MaxLinear Inc	846,105	14.7M $
32	MongoDB Inc	58,863	14.4M $
33	Sunrun Inc	1,013,157	13.7M $
34	SBA Communications Corp	78,573	13.5M $
35	Arrow Electronics Inc	90,000	12.9M $
36	ARM Holdings PLC	85,000	12.9M $
37	Omnicom Group Inc	142,861	10.8M $
38	Plexus Corp	50,409	10.2M $
39	Sea Ltd	120,329	10M $
40	STMicroelectronics NV	250,000	8.6M $
41	Datadog Inc	72,286	8.5M $
42	AT&T Inc	292,857	8.5M $
43	Live Nation Entertainment Inc	54,365	8.3M $
44	Uber Technologies Inc	114,286	8.2M $
45	Micron Technology Inc	23,000	7.8M $
46	Array Technologies Inc	981,100	7.1M $
47	Block Inc	114,286	6.9M $
48	Silicon Motion Technology Corp	58,166	6.5M $
49	Everpure Inc	108,571	6.4M $
50	Charter Communications, Inc.	28,571	6.2M $
51	Power Integrations Inc	120,000	6.1M $
52	Universal Display Corp	65,000	6M $
53	Aurora Innovation Inc	1,402,853	5.8M $
54	Taiwan Semiconductor Manufacturing Co Ltd	15,500	5.2M $
55	DoorDash Inc	32,429	4.9M $
56	Archer Aviation Inc	927,628	4.8M $
57	Lattice Semiconductor Corp	50,000	4.6M $
58	Jabil Inc	15,819	4.2M $
59	Snowflake Inc	27,305	4.1M $
60	Toast Inc	142,857	3.8M $
61	Crown Castle Inc	39,443	3.2M $
62	Versant Media Group Inc	85,714	3.2M $
63	Paycom Software Inc	22,713	2.8M $
64	Autodesk Inc	9,500	2.3M $
65	Teradata Corp	45,000	1.2M $
66	Shoals Technologies Group Inc	168,000	1.1M $
67	Zoom Communications Inc	8,000	643.1K $
68	Sanmina Corp	4,000	518.6K $
69	Palo Alto Networks Inc	3,000	481K $

Download this table: CSV, JSON

Sector breakdown

Technology 43.1 %
Communication 10.5 %
Consumer discretionary 8.2 %
Financials 7.7 %
Real estate 3.4 %
Industrials 2.5 %
Materials 0.6 %
Unattributed 23.9 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

United States 91.9 %
Netherlands 5.7 %
United Kingdom 1.3 %
Cayman Islands 0.6 %
Taiwan 0.5 %

Shares are computed on the fund's equities only.

Rank	Country	Lines	Value	Share
1	United States	64	940.6M $	91.94 %
2	Netherlands	2	57.9M $	5.66 %
3	United Kingdom	1	12.9M $	1.26 %
4	Cayman Islands	1	6.5M $	0.64 %
5	Taiwan	1	5.2M $	0.51 %

Cite this page

Titelia. "Holdings of SORA INVESTORS LLC". https://titelia.com/en/funds/US13F1894532