Sora Investors LLC
Net seller this quarter
$1.3B
76
-$307M
36.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 OLED | $60.7M | 4.66% | 1.52% | +978.7% | Q2 2023 |
 ASML | $57.5M | 4.41% | 0.01% | -22.4% | Q4 2023 |
 AEIS | $52.2M | 4.00% | 0.35% | +16.4% | Q3 2024 |
 MKSI | $47.8M | 3.67% | 0.16% | -34.0% | Q2 2025 |
 QCOM | $46.9M | 3.60% | 0.02% | Not reported | Q3 2022 |
 AMZN | $46.1M | 3.54% | 0.00% | -8.1% | Q3 2022 |
 TSM | $43M | 3.30% | 0.00% | +481.0% | Q1 2026 |
 MXL | $40.9M | 3.13% | 0.35% | -62.3% | Q1 2026 |
 INTC | $40.7M | 3.12% | 0.01% | Not reported | Q4 2021 |
 SNPS | $40M | 3.07% | 0.05% | -2.0% | Q2 2025 |
 MSFT | $40M | 3.06% | 0.00% | -6.3% | Q4 2021 |
 P | $38.8M | 2.98% | 0.15% | +354.2% | Q4 2022 |
 FOXA | $37.6M | 2.88% | 72060700.00% | Not reported | Q3 2024 |
 EQIX | $33.1M | 2.54% | 0.03% | +68.3% | Q3 2024 |
 META | $31.7M | 2.43% | Not reported | +17.6% | Q4 2022 |
 ANET | $30M | 2.30% | 0.01% | Not reported | Q4 2021 |
 MA | $29.3M | 2.25% | 0.00% | +25.0% | Q1 2023 |
 MSI | $28.1M | 2.15% | 0.04% | +61.7% | Q1 2026 |
 SBAC | $26.1M | 2.00% | 0.14% | +88.4% | Q2 2024 |
 CHTR | $24.7M | 1.90% | 0.06% | +508.5% | Q3 2022 |
 COHR | $21.9M | 1.68% | 0.03% | -35.4% | Q2 2023 |
 DASH | $21.4M | 1.64% | Not reported | +257.0% | Q3 2023 |
 VZ | $20.1M | 1.54% | 0.01% | Not reported | Q3 2023 |
 CCI | $20M | 1.53% | 0.06% | +568.0% | Q1 2025 |
 TTWO | $19.6M | 1.51% | 0.04% | -35.3% | Q3 2022 |
 TDC | $18.8M | 1.44% | 0.58% | +1105.7% | Q2 2025 |
 AUR | $18.6M | 1.42% | 0.14% | +94.0% | Q3 2023 |
 NVDA | $17.9M | 1.37% | 0.00% | Not reported | Q4 2021 |
 MCHP | $17.2M | 1.32% | 0.03% | Not reported | Q4 2022 |
 MU | $16M | 1.23% | 0.00% | -39.7% | Q1 2022 |
 SNDK | $15.9M | 1.22% | 0.00% | -70.8% | Q1 2025 |
 WDAY | $15.4M | 1.18% | 0.06% | Not reported | Q4 2021 |
 ABNB | $15.4M | 1.18% | Not reported | -46.5% | Q1 2026 |
 SANM | $15.3M | 1.17% | 0.11% | +1412.7% | Q2 2025 |
 ECHO | $15.2M | 1.17% | 0.31% | New | Q2 2026 |
 PLXS | $14.8M | 1.14% | 0.18% | -2.2% | Q1 2026 |
 CPNG | $14.4M | 1.10% | Not reported | +6.0% | Q1 2026 |
 SNOW | $14.3M | 1.09% | 0.02% | +105.2% | Q1 2024 |
 SPOT | $13.6M | 1.04% | 0.01% | +36.7% | Q4 2023 |
 FSLR | $13.5M | 1.04% | 0.05% | -39.9% | Q2 2023 |
 ETSY | $13.5M | 1.03% | 0.19% | Not reported | Q3 2025 |
 FWONK | $12.4M | 0.95% | Not reported | Not reported | Q3 2024 |
 ARW | $12.3M | 0.95% | 0.11% | -35.8% | Q3 2025 |
 JBL | $11.9M | 0.91% | 0.03% | +94.4% | Q1 2025 |
 KEYS | $11.3M | 0.86% | 0.02% | New | Q2 2026 |
 AFRM | $10.4M | 0.80% | 0.22% | Not reported | Q3 2024 |
 DY | $8.67M | 0.66% | 0.06% | New | Q2 2026 |
 AMBA | $8.66M | 0.66% | 0.23% | +70.8% | Q2 2023 |
 AVT | $8.65M | 0.66% | 0.12% | New | Q2 2026 |
 RDDT | $7.49M | 0.57% | Not reported | Not reported | Q3 2024 |
| Q1 2026 | |||||
| ASML | $49.2M | 4.53% | 0.01% | -23.4% | Q4 2023 |
| AMZN | $43.9M | 4.04% | 0.00% | +2.3% | Q3 2022 |
| MSFT | $42.3M | 3.90% | 0.00% | -2.5% | Q4 2021 |
| AEIS | $38.8M | 3.57% | 0.32% | -31.5% | Q3 2024 |
| MKSI | $37.4M | 3.44% | 0.24% | Not reported | Q2 2025 |
| SNPS | $36.3M | 3.34% | 0.05% | +91.2% | Q2 2025 |
 INTU | $31.6M | 2.91% | 0.03% | +172.0% | Q1 2022 |
 VRSN | $28.7M | 2.65% | 0.13% | +82.3% | Q2 2025 |
| META | $27.4M | 2.52% | Not reported | +92.5% | Q4 2022 |
 SPGI | $27.3M | 2.52% | 0.02% | -3.0% | Q4 2024 |
 MPWR | $26.9M | 2.48% | 0.05% | +66.4% | Q4 2025 |
 SMTC | $26.5M | 2.44% | 0.37% | +1.9% | Q4 2023 |
| ABNB | $25.4M | 2.34% | Not reported | New | Q1 2026 |
 CSCO | $24M | 2.21% | 0.01% | Not reported | Q4 2021 |
| TTWO | $24M | 2.21% | 0.07% | Not reported | Q3 2022 |
 STX | $23.6M | 2.18% | 0.03% | Not reported | Q1 2024 |
| MA | $22.8M | 2.10% | 0.00% | -36.7% | Q1 2023 |
 TMUS | $22.5M | 2.07% | 0.01% | Not reported | Q4 2022 |
 V | $21.6M | 1.99% | 0.00% | Not reported | Q4 2022 |
| COHR | $20.5M | 1.89% | 0.05% | -10.1% | Q2 2023 |
| FSLR | $18.8M | 1.73% | 0.09% | +62.0% | Q2 2023 |
| EQIX | $18.5M | 1.70% | 0.02% | -49.8% | Q3 2024 |
| MSI | $18.1M | 1.67% | 0.03% | New | Q1 2026 |
 GPN | $18M | 1.66% | 0.10% | +5.9% | Q3 2022 |
 TRU | $17.8M | 1.64% | 0.13% | Not reported | Q4 2023 |
 FFIV | $17M | 1.57% | 0.10% | Not reported | Q1 2022 |
 LITE | $16.1M | 1.48% | 0.03% | Not reported | Q1 2024 |
 AMAT | $15.9M | 1.46% | 0.01% | -77.3% | Q3 2025 |
 FLEX | $15.3M | 1.41% | 0.06% | +84.9% | Q4 2023 |
| SNDK | $15.2M | 1.40% | 0.02% | -18.2% | Q1 2025 |
 ALAB | $14.9M | 1.37% | 0.08% | +62.9% | Q2 2025 |
| CPNG | $14.8M | 1.36% | Not reported | New | Q1 2026 |
| MXL | $14.7M | 1.36% | 0.95% | New | Q1 2026 |
 MDB | $14.4M | 1.33% | 0.07% | +49.5% | Q1 2022 |
 RUN | $13.7M | 1.27% | 0.43% | +59.7% | Q1 2022 |
| SBAC | $13.5M | 1.25% | 0.07% | +388.5% | Q2 2024 |
| ARW | $12.9M | 1.19% | 0.18% | Not reported | Q3 2025 |
 ARM | $12.9M | 1.18% | 0.01% | New | Q1 2026 |
 OMC | $10.8M | 0.99% | 0.05% | +94.5% | Q1 2025 |
| SPOT | $10.5M | 0.97% | 0.01% | -41.0% | Q4 2023 |
| PLXS | $10.2M | 0.94% | 0.19% | New | Q1 2026 |
 SE | $9.96M | 0.92% | 0.07% | New | Q1 2026 |
 STM | $8.64M | 0.80% | 0.03% | New | Q1 2026 |
 DDOG | $8.53M | 0.79% | 0.09% | Not reported | Q4 2021 |
 T | $8.49M | 0.78% | 0.00% | +210.8% | Q3 2022 |
 LYV | $8.29M | 0.76% | 0.02% | +254.7% | Q2 2025 |
 UBER | $8.22M | 0.76% | 0.01% | -11.1% | Q4 2022 |
| MU | $7.77M | 0.72% | 0.00% | -71.2% | Q1 2022 |
 ARRY | $7.09M | 0.65% | 0.64% | +869.8% | Q2 2023 |
 XYZ | $6.88M | 0.63% | Not reported | Not reported | Q4 2022 |
| Q4 2025 | |||||
| MSFT | $56.7M | 4.88% | 0.00% | +70.9% | Q4 2021 |
| AMAT | $52.6M | 4.53% | 0.03% | -0.5% | Q3 2025 |
| ASML | $52.1M | 4.48% | 0.01% | +24.6% | Q4 2023 |
| AMZN | $47.5M | 4.09% | 0.00% | +31.0% | Q3 2022 |
| MA | $41.3M | 3.55% | 0.01% | Not reported | Q1 2023 |
| NVDA | $37.8M | 3.25% | 0.00% | -26.7% | Q4 2021 |
| AEIS | $36.8M | 3.16% | 0.46% | +473.0% | Q3 2024 |
| SPGI | $34.7M | 2.98% | 0.02% | +19.0% | Q4 2024 |
 AMT | $31M | 2.67% | 0.04% | Not reported | Q2 2024 |
| EQIX | $28.8M | 2.48% | 0.04% | +50.3% | Q3 2024 |
| ANET | $28.4M | 2.44% | 0.02% | Not reported | Q4 2021 |
 BKNG | $27M | 2.33% | 0.02% | Not reported | Q2 2023 |
 ENPH | $26M | 2.24% | 0.62% | Not reported | Q2 2022 |
| SMTC | $24.9M | 2.14% | 0.36% | +82.2% | Q4 2023 |
| MU | $22.8M | 1.97% | 0.01% | Not reported | Q1 2022 |
| SNPS | $22.5M | 1.94% | 0.03% | +319.8% | Q2 2025 |
| SPOT | $21.3M | 1.83% | 0.02% | +28.3% | Q4 2023 |
| OLED | $21.2M | 1.83% | 0.38% | +33.3% | Q2 2023 |
| GPN | $19.6M | 1.69% | 0.11% | +342.6% | Q3 2022 |
 ORCL | $19.1M | 1.65% | 0.00% | +129.2% | Q4 2023 |
 NFLX | $18.8M | 1.61% | 0.00% | +7.7% | Q3 2022 |
| INTU | $17.8M | 1.53% | 0.01% | +63.4% | Q1 2022 |
| COHR | $17.6M | 1.52% | 0.06% | -65.4% | Q2 2023 |
 FISV | $17.5M | 1.50% | 0.05% | +447.3% | Q4 2022 |
 LSCC | $16.9M | 1.46% | 0.17% | Not reported | Q4 2024 |
 TWLO | $16.5M | 1.43% | 0.08% | +103.6% | Q3 2025 |
| MDB | $16.5M | 1.42% | 0.05% | +10.3% | Q1 2022 |
| META | $16.4M | 1.41% | Not reported | -17.1% | Q4 2022 |
 NOW | $16.2M | 1.39% | 0.01% | Not reported | Q3 2022 |
| MCHP | $15.6M | 1.34% | 0.05% | -42.3% | Q4 2022 |
| VRSN | $15.4M | 1.33% | 0.07% | -19.2% | Q2 2025 |
| FSLR | $15.4M | 1.32% | 0.05% | -63.1% | Q2 2023 |
 SHOP | $15.3M | 1.32% | 0.02% | Not reported | Q1 2024 |
 TOST | $14.9M | 1.28% | 0.19% | Not reported | Q3 2022 |
 DIS | $14.3M | 1.23% | 0.01% | -40.0% | Q3 2023 |
| ALAB | $13.9M | 1.20% | 0.05% | Not reported | Q2 2025 |
| MPWR | $13.4M | 1.15% | 0.03% | New | Q4 2025 |
 EPAM | $12.8M | 1.10% | 0.12% | +83.4% | Q1 2023 |
| SNOW | $12.2M | 1.05% | 0.02% | Not reported | Q1 2024 |
 TEAM | $12.1M | 1.04% | Not reported | +4.2% | Q4 2021 |
| CHTR | $12.1M | 1.04% | 0.02% | Not reported | Q3 2022 |
 SIMO | $11.9M | 1.02% | 0.10% | +79.2% | Q1 2025 |
| RUN | $11.7M | 1.01% | 0.27% | +5.0% | Q1 2022 |
| AMBA | $11.5M | 0.99% | 0.38% | +6.8% | Q2 2023 |
| UBER | $10.5M | 0.90% | 0.01% | Not reported | Q4 2022 |
| RDDT | $9.04M | 0.78% | Not reported | +175.3% | Q3 2024 |
| FLEX | $7.62M | 0.66% | 0.03% | -47.9% | Q4 2023 |
 PANW | $7.35M | 0.63% | 0.01% | -6.9% | Q4 2021 |
| SNDK | $6.96M | 0.60% | 0.02% | -32.4% | Q1 2025 |
 AAPL | $6.88M | 0.59% | 0.00% | +47.6% | Q2 2025 |
| Q3 2025 | |||||
| NVDA | $51.6M | 4.77% | 0.00% | +13.2% | Q4 2021 |
| AMAT | $42.1M | 3.89% | 0.03% | New | Q3 2025 |
| ASML | $37.8M | 3.49% | 0.01% | -13.0% | Q4 2023 |
| MSFT | $35.5M | 3.28% | 0.00% | +9.1% | Q4 2021 |
| FSLR | $35.2M | 3.25% | 0.15% | -7.8% | Q2 2023 |
| AMZN | $34.5M | 3.19% | 0.00% | -8.3% | Q3 2022 |
| COHR | $29.8M | 2.75% | 0.18% | +9.3% | Q2 2023 |
| MCHP | $27.2M | 2.51% | 0.08% | +46.4% | Q4 2022 |
| SPGI | $27.1M | 2.51% | 0.02% | +41.8% | Q4 2024 |
| V | $26.8M | 2.48% | 0.00% | +1142.5% | Q4 2022 |
| DIS | $24M | 2.22% | 0.01% | -17.9% | Q3 2023 |
| TMUS | $23.8M | 2.20% | 0.01% | Not reported | Q4 2022 |
| NFLX | $22.3M | 2.06% | 0.00% | Not reported | Q3 2022 |
| META | $22M | 2.04% | Not reported | +10.5% | Q4 2022 |
| VRSN | $22M | 2.03% | 0.08% | +175.0% | Q2 2025 |
 WIX | $20.3M | 1.88% | 0.20% | New | Q3 2025 |
| SPOT | $19.9M | 1.84% | 0.01% | +233.3% | Q4 2023 |
 ENTG | $19.9M | 1.84% | 0.14% | +156.3% | Q4 2024 |
| EQIX | $19.6M | 1.81% | 0.03% | -12.5% | Q3 2024 |
| OLED | $19.6M | 1.81% | 0.29% | +4.2% | Q2 2023 |
| TRU | $18.1M | 1.67% | 0.11% | -15.3% | Q4 2023 |
 NXPI | $17.6M | 1.63% | 0.03% | Not reported | Q4 2021 |
 CRM | $16.9M | 1.57% | 0.01% | -11.7% | Q1 2022 |
| SBAC | $16.6M | 1.53% | 0.08% | Not reported | Q2 2024 |
 ACN | $15.5M | 1.43% | 0.01% | Not reported | Q4 2022 |
 ZBRA | $15.4M | 1.42% | 0.10% | Not reported | Q4 2023 |
 MELI | $15M | 1.39% | 0.01% | Not reported | Q4 2023 |
 CMCSA | $14.8M | 1.37% | 0.01% | -53.5% | Q1 2023 |
 HUBS | $14.7M | 1.36% | 0.06% | Not reported | Q2 2024 |
| JBL | $14.4M | 1.33% | 0.06% | Not reported | Q1 2025 |
| FLEX | $14M | 1.30% | 0.07% | +332.6% | Q4 2023 |
| SMTC | $13.2M | 1.22% | 0.21% | +208.7% | Q4 2023 |
| WDAY | $13.1M | 1.21% | 0.02% | -36.7% | Q4 2021 |
| AMBA | $12.6M | 1.16% | 0.36% | +100.7% | Q2 2023 |
| ORCL | $12.1M | 1.11% | 0.00% | Not reported | Q4 2023 |
| DASH | $11.7M | 1.08% | Not reported | -51.6% | Q3 2023 |
| TEAM | $11.4M | 1.05% | Not reported | +42.9% | Q4 2021 |
| INTU | $11.2M | 1.04% | 0.01% | Not reported | Q1 2022 |
 SMCI | $11.2M | 1.03% | 0.04% | New | Q3 2025 |
| MDB | $11.1M | 1.02% | 0.04% | -3.8% | Q1 2022 |
| RUN | $10.4M | 0.97% | 0.26% | Not reported | Q1 2022 |
| XYZ | $10.3M | 0.95% | Not reported | -45.1% | Q4 2022 |
 IRM | $10.2M | 0.95% | 0.03% | +4.5% | Q2 2025 |
| CCI | $10.1M | 0.94% | 0.02% | -28.2% | Q1 2025 |
| IPG | $9.52M | 0.88% | 0.09% | New | Q3 2025 |
| DDOG | $8.95M | 0.83% | 0.08% | -37.1% | Q4 2021 |
| PANW | $8.73M | 0.81% | 0.01% | Not reported | Q4 2021 |
 WDC | $8.64M | 0.80% | 0.02% | Not reported | Q2 2023 |
| ETSY | $8.35M | 0.77% | 0.13% | New | Q3 2025 |
 FUN | $8.1M | 0.75% | 0.35% | New | Q3 2025 |