SORA INVESTORS LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, SORA INVESTORS LLC held in its portfolio 84 assets valued at $1,161,304,419 (i.e. $1.16B).
The most valuable assets in the portfolio included: MICROSOFT CORP ($56.67M), APPLIED MATLS INC ($52.57M), and ASML HOLDING N V ($52.06M).
The chart below shows the top 10 valuable assets, and the table below shows the top 84 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SORA INVESTORS LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 117186 | 56673493 | COM |
| APPLIED MATLS INC | 204572 | 52572958 | COM |
| ASML HOLDING N V | 48662 | 52061527 | N Y REGISTRY SHS |
| AMAZON COM INC | 205797 | 47502064 | COM |
| MASTERCARD INCORPORATED | 72261 | 41252360 | CL A |
| NVIDIA CORPORATION | 202595 | 37783968 | COM |
| ADVANCED ENERGY INDS | 175528 | 36750297 | COM |
| S&P GLOBAL INC | 66305 | 34650330 | COM |
| AMERICAN TOWER CORP NEW | 176315 | 30955625 | COM |
| EQUINIX INC | 37572 | 28786164 | COM |
| ARISTA NETWORKS INC | 216405 | 28355547 | COM SHS |
| BOOKING HOLDINGS INC | 5048 | 27033706 | COM |
| ENPHASE ENERGY INC | 811161 | 25997710 | COM |
| SEMTECH CORP | 337491 | 24869712 | COM |
| MICRON TECHNOLOGY INC | 79954 | 22819671 | COM |
| SYNOPSYS INC | 47866 | 22483618 | COM |
| SPOTIFY TECHNOLOGY S A | 36665 | 21291732 | SHS |
| UNIVERSAL DISPLAY CORP | 181566 | 21203277 | COM |
| GLOBAL PMTS INC | 252912 | 19575389 | COM |
| ORACLE CORP | 98247 | 19149323 | COM |
| NETFLIX INC | 199988 | 18750875 | COM |
| INTUIT | 26834 | 17775378 | COM |
| COHERENT CORP | 95582 | 17641570 | COM |
| FISERV INC | 260136 | 17473335 | COM |
| LATTICE SEMICONDUCTOR CORP | 230054 | 16927373 | COM |
| TWILIO INC | 116344 | 16548771 | CL A |
| MONGODB INC | 39380 | 16527392 | CL A |
| META PLATFORMS INC | 24863 | 16411818 | CL A |
| SERVICENOW INC | 105711 | 16193868 | COM |
| MICROCHIP TECHNOLOGY INC. | 244192 | 15559914 | COM |
| VERISIGN INC | 63460 | 15417607 | COM |
| FIRST SOLAR INC | 58900 | 15386447 | COM |
| SHOPIFY INC | 95082 | 15305350 | CL A SUB VTG SHS |
| TOAST INC | 419103 | 14882348 | CL A |
| DISNEY WALT CO | 125982 | 14332972 | COM |
| ASTERA LABS INC | 83562 | 13901374 | COM |
| MONOLITHIC PWR SYS INC | 14771 | 13387844 | COM |
| EPAM SYS INC | 62622 | 12829995 | COM |
| SNOWFLAKE INC | 55806 | 12241604 | COM SHS |
| ATLASSIAN CORPORATION | 74458 | 12072620 | CL A |
| CHARTER COMMUNICATIONS INC N | 57804 | 12066585 | CL A |
| SILICON MOTION TECHNOLOGY CO | 128221 | 11886087 | SPONSORED ADR |
| SUNRUN INC | 634400 | 11672960 | COM |
| AMBARELLA INC | 162733 | 11528006 | SHS |
| UBER TECHNOLOGIES INC | 128572 | 10505618 | COM |
| REDDIT INC | 39325 | 9039638 | CL A |
| FLEX LTD | 126153 | 7622164 | ORD |
| PALO ALTO NETWORKS INC | 39889 | 7347554 | COM |
| SANDISK CORP | 29320 | 6959982 | COM |
| APPLE INC | 25290 | 6875339 | COM |
| HUBSPOT INC | 16159 | 6484607 | COM |
| OMNICOM GROUP INC | 73443 | 5930522 | COM |
| ACCENTURE PLC IRELAND | 21679 | 5816476 | SHS CLASS A |
| ELASTIC N V | 76380 | 5762107 | ORD SHS |
| TE CONNECTIVITY PLC | 25290 | 5753728 | ORD SHS |
| GLOBANT S A | 85714 | 5603124 | COM |
| WESTERN DIGITAL CORP | 30349 | 5228222 | COM |
| FABRINET | 10031 | 4566914 | SHS |
| IRON MTN INC DEL | 47345 | 3927268 | COM |
| DUOLINGO INC | 20866 | 3661983 | CL A COM |
| REMITLY GLOBAL INC | 260137 | 3589891 | COM |
| GLOBALFOUNDRIES INC | 101164 | 3532647 | ORDINARY SHARES |
| FORMFACTOR INC | 60699 | 3385790 | COM |
| SBA COMMUNICATIONS CORP NEW | 16085 | 3111322 | CL A |
| CROWN CASTLE INC | 32474 | 2885964 | COM |
| AUTODESK INC | 8599 | 2545390 | COM |
| JABIL INC | 11128 | 2537407 | COM |
| ZEBRA TECHNOLOGIES CORPORATI | 10116 | 2456367 | CL A |
| ARCHER AVIATION INC | 323726 | 2434420 | COM CL A |
| AT&T INC | 94235 | 2340797 | COM |
| CARVANA CO | 5312 | 2241770 | CL A |
| LIVE NATION ENTERTAINMENT IN | 15327 | 2184098 | COM |
| TRIMBLE INC | 26303 | 2060840 | COM |
| MOBILEYE GLOBAL INC | 192212 | 2006693 | COMMON CLASS A |
| POWER INTEGRATIONS INC | 56326 | 2001826 | COM |
| FLUTTER ENTMT PLC | 9257 | 1990625 | SHS |
| GITLAB INC | 50078 | 1879427 | CLASS A COM |
| DOORDASH INC | 7587 | 1718304 | CL A |
| SANMINA CORPORATION | 10117 | 1518258 | COM |
| TERADATA CORP DEL | 45524 | 1385751 | COM |
| CINEMARK HLDGS INC | 53111 | 1234300 | COM |
| ARRAY TECHNOLOGIES INC | 101164 | 932732 | COM SHS |
| ENOVIX CORPORATION | 121398 | 887419 | COM |
| INNOVIZ TECHNOLOGIES LTD | 1015791 | 866571 | SHS |
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