Sora Investors

Sora Investors as of June 30, 2026

Portfolio Holdings for Sora Investors

Sora Investors holds 76 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Universal Display Corporation (OLED) 4.7 $61M 701k 86.59
Asml Hldg Nv N Y Registry Shs (ASML) 4.4 $58M 29k 1989.44
Advanced Energy Industries (AEIS) 4.0 $52M 140k 372.87
MKS Instruments (MKSI) 3.7 $48M 108k 444.80
Qualcomm (QCOM) 3.6 $47M 254k 184.79
Amazon (AMZN) 3.5 $46M 193k 238.34
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 3.3 $43M 90k 477.57
MaxLinear (MXL) 3.1 $41M 319k 128.03
Intel Corporation (INTC) 3.1 $41M 292k 139.63
Synopsys (SNPS) 3.1 $40M 90k 446.07
Microsoft Corporation (MSFT) 3.1 $40M 107k 373.02
Everpure Cl A (P) 3.0 $39M 493k 78.79
Fox Corp Cl A Com (FOXA) 2.9 $38M 721k 52.16
Equinix (EQIX) 2.5 $33M 32k 1042.39
Meta Platforms Cl A (META) 2.4 $32M 56k 563.29
Arista Networks Com Shs (ANET) 2.3 $30M 176k 169.88
Mastercard Incorporated Cl A (MA) 2.3 $29M 57k 513.60
Motorola Solutions Com New (MSI) 2.2 $28M 68k 415.29
Sba Communications Corp Cl A (SBAC) 2.0 $26M 148k 176.46
Charter Communications Cl A (CHTR) 1.9 $25M 174k 142.21
Coherent Corp (COHR) 1.7 $22M 56k 394.47
Doordash Cl A (DASH) 1.6 $21M 116k 184.53
Verizon Communications (VZ) 1.5 $20M 475k 42.34
Crown Castle Intl (CCI) 1.5 $20M 264k 75.73
Take-Two Interactive Software (TTWO) 1.5 $20M 79k 249.98
Teradata Corporation (TDC) 1.4 $19M 543k 34.65
Aurora Innovation Class A Com (AUR) 1.4 $19M 2.7M 6.82
NVIDIA Corporation (NVDA) 1.4 $18M 89k 200.09
Microchip Technology (MCHP) 1.3 $17M 189k 91.20
Micron Technology (MU) 1.2 $16M 14k 1154.29
Sandisk Corp (SNDK) 1.2 $16M 7.0k 2273.73
Workday Cl A (WDAY) 1.2 $15M 126k 122.42
Airbnb Com Cl A (ABNB) 1.2 $15M 108k 143.10
Sanmina (SANM) 1.2 $15M 61k 253.08
Echostar Corp Cl A 1.2 $15M 150k 101.50
Plexus (PLXS) 1.1 $15M 49k 300.67
Coupang Cl A (CPNG) 1.1 $14M 829k 17.37
Snowflake Com Shs (SNOW) 1.1 $14M 56k 254.50
Spotify Technology S A SHS (SPOT) 1.0 $14M 30k 459.13
First Solar (FSLR) 1.0 $14M 57k 235.96
Etsy (ETSY) 1.0 $14M 179k 75.33
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.9 $12M 130k 95.14
Arrow Electronics (ARW) 0.9 $12M 58k 213.41
Jabil Circuit (JBL) 0.9 $12M 31k 385.48
Keysight Technologies (KEYS) 0.9 $11M 32k 350.07
Affirm Hldgs Com Cl A (AFRM) 0.8 $10M 128k 81.55
Dycom Industries (DY) 0.7 $8.7M 17k 505.59
Ambarella SHS (AMBA) 0.7 $8.7M 101k 85.80
Avnet (AVT) 0.7 $8.7M 97k 88.82
Reddit Cl A (RDDT) 0.6 $7.5M 43k 173.58
Lumentum Hldgs (LITE) 0.5 $6.1M 7.1k 858.06
Shoals Technologies Group In Cl A (SHLS) 0.5 $6.0M 609k 9.90
Metropcs Communications (TMUS) 0.5 $6.0M 36k 167.73
Array Technologies Com Shs (ARRY) 0.4 $5.0M 680k 7.41
Toast Cl A (TOST) 0.3 $4.4M 157k 27.82
Archer Aviation Com Cl A (ACHR) 0.3 $4.2M 891k 4.73
Versant Media Group Com Cl A (VSNT) 0.3 $3.4M 96k 36.01
Mongodb Cl A (MDB) 0.3 $3.4M 10k 335.90
F5 Networks (FFIV) 0.2 $3.0M 7.1k 415.96
Tesla Motors (TSLA) 0.2 $2.7M 6.5k 420.60
Lumen Technologies (LUMN) 0.2 $2.6M 337k 7.68
FactSet Research Systems (FDS) 0.2 $2.1M 9.0k 230.08
Trimble Navigation (TRMB) 0.1 $1.8M 35k 51.18
S&p Global (SPGI) 0.1 $1.7M 4.3k 407.26
Servicenow (NOW) 0.1 $1.7M 17k 99.28
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $1.4M 5.5k 263.26
Beta Technologies Com Shs Cl A (BETA) 0.1 $1.4M 86k 16.75
Intuit (INTU) 0.1 $1.3M 5.0k 261.00
Paycom Software (PAYC) 0.1 $969k 7.7k 125.68
Hubspot (HUBS) 0.1 $949k 5.2k 182.51
Elastic N V Ord Shs (ESTC) 0.1 $934k 16k 57.02
Enovix Corp (ENVX) 0.1 $850k 140k 6.07
Palo Alto Networks (PANW) 0.1 $826k 2.4k 341.02
Flex Ord (FLEX) 0.1 $810k 5.0k 162.07
Twilio Cl A (TWLO) 0.0 $633k 3.1k 206.33
Innoviz Technologies SHS (INVZ) 0.0 $30k 40k 0.76