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 $1.09B across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ASML ($49.2M, 4.53%), AMZN ($43.9M, 4.04%), MSFT ($42.3M, 3.90%), AEIS ($38.8M, 3.57%), MKSI ($37.4M, 3.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ASML | ASML HLDG NV | $49.2M | 4.53% | 37,268 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $43.9M | 4.04% | 210,568 | Added |
| 3 | MSFT | MICROSOFT CORP | $42.3M | 3.90% | 114,278 | Trimmed |
| 4 | AEIS | ADVANCED ENERGY INDS | $38.8M | 3.57% | 120,268 | Trimmed |
| 5 | MKSI | MKS INC. | $37.4M | 3.44% | 162,762 | New |
| 6 | SNPS | SYNOPSYS INC | $36.3M | 3.34% | 91,516 | Added |
| 7 | INTU | INTUIT | $31.6M | 2.91% | 72,976 | Added |
| 8 | VRSN | VERISIGN INC | $28.7M | 2.65% | 115,701 | Added |
| 9 | META | META PLATFORMS INC | $27.4M | 2.52% | 47,858 | Added |
| 10 | SPGI | S&P GLOBAL INC | $27.3M | 2.52% | 64,296 | Trimmed |
| 11 | MPWR | MONOLITHIC PWR SYS INC | $26.9M | 2.48% | 24,585 | Added |
| 12 | SMTC | SEMTECH CORP | $26.5M | 2.44% | 344,047 | Added |
| 13 | ABNB | AIRBNB INC | $25.4M | 2.34% | 201,287 | New |
| 14 | CSCO | CISCO SYS INC | $24.0M | 2.21% | 309,622 | New |
| 15 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $24.0M | 2.21% | 121,429 | New |
| 16 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $23.6M | 2.18% | 60,342 | New |
| 17 | MA | MASTERCARD INCORPORATED | $22.8M | 2.10% | 45,711 | Trimmed |
| 18 | TMUS | T-MOBILE US INC | $22.5M | 2.07% | 107,147 | New |
| 19 | V | VISA INC | $21.6M | 1.99% | 71,428 | New |
| 20 | COHR | COHERENT CORP | $20.5M | 1.89% | 85,966 | Trimmed |
| 21 | FSLR | FIRST SOLAR INC | $18.8M | 1.73% | 95,432 | Added |
| 22 | EQIX | EQUINIX INC | $18.5M | 1.70% | 18,852 | Trimmed |
| 23 | MSI | MOTOROLA SOLUTIONS INC | $18.1M | 1.67% | 41,793 | New |
| 24 | GPN | GLOBAL PMTS INC | $18.0M | 1.66% | 267,754 | Added |
| 25 | TRU | TRANSUNION | $17.8M | 1.64% | 257,141 | New |
Source: SEC Form 13F filings · as of 2026-03-31