SORA INVESTORS LLC 13F Holdings

CIK 0001894532 · BRYN MAWR, PA

As of Sep 30, 2025, SORA INVESTORS LLC reported 82 positions worth .1B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology276,537$51.6M4.77%
APPLIED MATERIALS INCAMATTechnology205,678$42.1M3.89%
ASML HOLDING NVASMLTechnology39,048$37.8M3.49%
MICROSOFT CORPMSFTTechnology68,567$35.5M3.28%
FIRST SOLAR INCFSLRTechnology159,507$35.2M3.25%
AMAZON.COM INCAMZNEquity157,142$34.5M3.19%
COHERENT CORPCOHRTechnology276,487$29.8M2.75%
MICROCHIP TECHNOLOGY INCMCHPTechnology423,034$27.2M2.51%
S&P GLOBAL INCSPGIFinancial Services55,715$27.1M2.51%
VISA INC-CLASS A SHARESVFinancial Services78,601$26.8M2.48%
WALT DISNEY CODISCommunication Services210,039$24.0M2.22%
T-MOBILE US INCTMUSCommunication Services99,299$23.8M2.20%
NETFLIX INCNFLXCommunication Services18,571$22.3M2.06%
META PLATFORMS INCMETACommunication Services30,001$22.0M2.04%
VERISIGN INCVRSNTechnology78,571$22.0M2.03%
WIXCOM LTDWIXTechnology114,287$20.3M1.88%
SPOTIFY TECHNOLOGY SASPOTCommunication Services28,571 9.9M1.84%
ENTEGRIS INCENTGTechnology215,452 9.9M1.84%
EQUINIX INCEQIXReal Estate24,998 9.6M1.81%
UNIVERSAL DISPLAY CORPOLEDTechnology136,190 9.6M1.81%
TRANSUNIONTRUIndustrials215,962 8.1M1.67%
NXP SEMICONDUCTORS NVNXPITechnology77,201 7.6M1.63%
SALESFORCE INCCRMTechnology71,424 6.9M1.57%
SBA COMMUNICATIONS CORPSBACReal Estate85,715 6.6M1.53%
ACCENTURE PLCACNTechnology62,858 5.5M1.43%