Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SORA INVESTORS LLC (CIK 1894532) reported $1.30B across 76 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: OLED ($60.7M, 4.66%), ASML ($57.5M, 4.41%), AEIS ($52.2M, 4.00%), MKSI ($47.8M, 3.67%), QCOM ($46.9M, 3.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | OLED | UNIVERSAL DISPLAY CORP | $60.7M | 4.66% | 701,163 | Added |
| 2 | ASML | ASML HLDG NV | $57.5M | 4.41% | 28,904 | Trimmed |
| 3 | AEIS | ADVANCED ENERGY INDS | $52.2M | 4.00% | 139,963 | Added |
| 4 | MKSI | MKS INC. | $47.8M | 3.67% | 107,496 | Trimmed |
| 5 | QCOM | QUALCOMM INC | $46.9M | 3.60% | 253,732 | New |
| 6 | AMZN | AMAZON COM INC | $46.1M | 3.54% | 193,437 | Trimmed |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $43.0M | 3.30% | 90,051 | Added |
| 8 | MXL | MAXLINEAR INC | $40.9M | 3.13% | 319,217 | Trimmed |
| 9 | INTC | INTEL CORP | $40.7M | 3.12% | 291,791 | New |
| 10 | SNPS | SYNOPSYS INC | $40.0M | 3.07% | 89,659 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $40.0M | 3.06% | 107,134 | Trimmed |
| 12 | P | EVERPURE INC | $38.8M | 2.98% | 493,074 | Added |
| 13 | FOXA | FOX CORP | $37.6M | 2.88% | 720,607 | New |
| 14 | EQIX | EQUINIX INC | $33.1M | 2.54% | 31,723 | Added |
| 15 | META | META PLATFORMS INC | $31.7M | 2.43% | 56,290 | Added |
| 16 | ANET | ARISTA NETWORKS INC | $30.0M | 2.30% | 176,385 | New |
| 17 | MA | MASTERCARD INCORPORATED | $29.3M | 2.25% | 57,142 | Added |
| 18 | MSI | MOTOROLA SOLUTIONS INC | $28.1M | 2.15% | 67,584 | Added |
| 19 | SBAC | SBA COMMUNICATIONS CORP | $26.1M | 2.00% | 147,995 | Added |
| 20 | CHTR | CHARTER COMMUNICATIONS INC | $24.7M | 1.90% | 173,849 | Added |
| 21 | COHR | COHERENT CORP | $21.9M | 1.68% | 55,534 | Trimmed |
| 22 | DASH | DOORDASH INC | $21.4M | 1.64% | 115,777 | Added |
| 23 | VZ | VERIZON COMMUNICATIONS INC | $20.1M | 1.54% | 474,770 | New |
| 24 | CCI | CROWN CASTLE INC | $20.0M | 1.53% | 263,466 | Added |
| 25 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $19.6M | 1.51% | 78,573 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30