13F HOLDINGS REPORT
SORA INVESTORS LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001214659-25-012233
Total Value
$1.11B
Positions
91
Other Managers
0
Confidential Omitted
No
Holdings (91)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ANALOG DEVICES INC | ADI | 197,080 | $46.9M | 4.24% |
| 2 | NVIDIA CORPORATION | NVDA | 244,337 | $38.6M | 3.49% |
| 3 | AMAZON COM INC | AMZN | 171,427 | $37.6M | 3.40% |
| 4 | CISCO SYS INC | CSCO | 532,378 | $36.9M | 3.34% |
| 5 | COMCAST CORP NEW | CCZ | 1,014,287 | $36.2M | 3.27% |
| 6 | ASML HOLDING N V | ASMLF | 44,857 | $35.9M | 3.25% |
| 7 | ALPHABET INC | GOOG | 185,720 | $32.7M | 2.96% |
| 8 | DISNEY WALT CO | 254687106 | 255,922 | $31.7M | 2.87% |
| 9 | MICROSOFT CORP | MSFT | 62,860 | $31.3M | 2.82% |
| 10 | FISERV INC | FISV | 174,456 | $30.1M | 2.72% |
| 11 | FIRST SOLAR INC | FSLR | 172,934 | $28.6M | 2.58% |
| 12 | MASTERCARD INCORPORATED | MA | 42,860 | $24.1M | 2.17% |
| 13 | CIENA CORP | CIEN | 283,025 | $23.0M | 2.08% |
| 14 | SILICON MOTION TECHNOLOGY CO | SIMO | 305,435 | $23.0M | 2.07% |
| 15 | EQUINIX INC | EQIX | 28,573 | $22.7M | 2.05% |
| 16 | COHERENT CORP | COHR | 253,059 | $22.6M | 2.04% |
| 17 | TRANSUNION | TRU | 255,102 | $22.4M | 2.03% |
| 18 | SALESFORCE INC | CRM | 80,889 | $22.1M | 1.99% |
| 19 | DOORDASH INC | DASH | 88,590 | $21.8M | 1.97% |
| 20 | S&P GLOBAL INC | SPGI | 39,303 | $20.7M | 1.87% |
| 21 | WORKDAY INC | WDAY | 85,714 | $20.6M | 1.86% |
| 22 | MICROCHIP TECHNOLOGY INC. | MCHPP | 288,986 | $20.3M | 1.84% |
| 23 | UNIVERSAL DISPLAY CORP | OLED | 130,720 | $20.2M | 1.82% |
| 24 | META PLATFORMS INC | META | 27,143 | $20.0M | 1.81% |
| 25 | BLOCK INC | BSQKZ | 260,001 | $17.7M | 1.59% |
| 26 | ARCHER AVIATION INC | ACHR-WT | 1,509,899 | $16.4M | 1.48% |
| 27 | MOBILEYE GLOBAL INC | MBLY | 896,386 | $16.1M | 1.46% |
| 28 | AT&T INC | T-PC | 525,717 | $15.2M | 1.37% |
| 29 | CROWN CASTLE INC | CCI | 146,296 | $15.0M | 1.36% |
| 30 | SAMSARA INC | IOT | 354,606 | $14.1M | 1.27% |
| 31 | DATADOG INC | DDOG | 99,998 | $13.4M | 1.21% |
| 32 | PINTEREST INC | PINS | 371,430 | $13.3M | 1.20% |
| 33 | EXPEDIA GROUP INC | EXPE | 78,571 | $13.3M | 1.20% |
| 34 | GLOBANT S A | GLOB | 128,423 | $11.7M | 1.05% |
| 35 | ELECTRONIC ARTS INC | EA | 72,286 | $11.5M | 1.04% |
| 36 | REDDIT INC | RDDT | 71,429 | $10.8M | 0.97% |
| 37 | SPDR S&P 500 ETF TR | SPY | 16,965 | $10.5M | 0.95% |
| 38 | DRAFTKINGS INC NEW | DKNG | 242,687 | $10.4M | 0.94% |
| 39 | ATLASSIAN CORPORATION | TEAM | 49,999 | $10.2M | 0.92% |
| 40 | IRON MTN INC DEL | 46284V101 | 95,977 | $9.8M | 0.89% |
| 41 | ENOVIX CORPORATION | ENVX | 950,000 | $9.8M | 0.89% |
| 42 | CINEMARK HLDGS INC | CNK | 322,039 | $9.7M | 0.88% |
| 43 | APPLOVIN CORP | APP | 27,144 | $9.5M | 0.86% |
| 44 | SHIFT4 PMTS INC | 82452J109 | 85,714 | $8.5M | 0.77% |
| 45 | VERISIGN INC | VRSN | 28,572 | $8.3M | 0.75% |
| 46 | TOAST INC | TOST | 185,716 | $8.2M | 0.74% |
| 47 | MONGODB INC | MDB | 37,143 | $7.8M | 0.70% |
| 48 | EPAM SYS INC | EPAM | 42,352 | $7.5M | 0.68% |
| 49 | ASTERA LABS INC | ALAB | 81,833 | $7.4M | 0.67% |
| 50 | SANDISK CORP | SNDK | 160,474 | $7.3M | 0.66% |
| 51 | TRIMBLE INC | TRMB | 90,160 | $6.9M | 0.62% |
| 52 | ENTEGRIS INC | ENTG | 84,060 | $6.8M | 0.61% |
| 53 | SPOTIFY TECHNOLOGY S A | SPOT | 8,573 | $6.6M | 0.59% |
| 54 | MONDAY COM LTD | MNDY | 20,000 | $6.3M | 0.57% |
| 55 | ELASTIC N V | ESTC | 74,286 | $6.3M | 0.57% |
| 56 | LATTICE SEMICONDUCTOR CORP | LSCC | 125,508 | $6.1M | 0.56% |
| 57 | CHARTER COMMUNICATIONS INC N | 16119P108 | 14,743 | $6.0M | 0.54% |
| 58 | MKS INC. | MKSI | 57,679 | $5.7M | 0.52% |
| 59 | LIVE NATION ENTERTAINMENT IN | LYV | 36,853 | $5.6M | 0.50% |
| 60 | TKO GROUP HOLDINGS INC | TKO | 28,573 | $5.2M | 0.47% |
| 61 | CELESTICA INC | CLS | 33,065 | $5.2M | 0.47% |
| 62 | LUMENTUM HLDGS INC | LITE | 53,707 | $5.1M | 0.46% |
| 63 | AMBARELLA INC | AMBA | 75,908 | $5.0M | 0.45% |
| 64 | GENPACT LIMITED | G | 112,294 | $4.9M | 0.45% |
| 65 | LIBERTY MEDIA CORP DEL | FWONB | 45,400 | $4.7M | 0.43% |
| 66 | SOLAREDGE TECHNOLOGIES INC | SEDG | 211,587 | $4.3M | 0.39% |
| 67 | DAYFORCE INC | 15677J108 | 74,286 | $4.1M | 0.37% |
| 68 | FORMFACTOR INC | FORM | 112,154 | $3.9M | 0.35% |
| 69 | APPLE INC | AAPL | 17,717 | $3.6M | 0.33% |
| 70 | SYNOPSYS INC | SNPS | 5,500 | $2.8M | 0.25% |
| 71 | FLEX LTD | FLEX | 56,000 | $2.8M | 0.25% |
| 72 | SEMTECH CORP | SMTC | 60,000 | $2.7M | 0.24% |
| 73 | ADVANCED ENERGY INDS | 007973100 | 18,720 | $2.5M | 0.22% |
| 74 | WARNER BROS DISCOVERY INC | WBD | 214,286 | $2.5M | 0.22% |
| 75 | HENRY JACK & ASSOC INC | 426281101 | 12,949 | $2.3M | 0.21% |
| 76 | VISA INC | V | 6,326 | $2.2M | 0.20% |
| 77 | PROCORE TECHNOLOGIES INC | PCOR | 31,748 | $2.2M | 0.20% |
| 78 | MARQETA INC | MQ | 371,449 | $2.2M | 0.20% |
| 79 | SANMINA CORPORATION | SANM | 22,000 | $2.2M | 0.19% |
| 80 | LAM RESEARCH CORP | LRCX | 20,001 | $1.9M | 0.18% |
| 81 | GITLAB INC | GTLB | 42,858 | $1.9M | 0.17% |
| 82 | GARTNER INC | IT | 4,554 | $1.8M | 0.17% |
| 83 | MSCI INC | MSCI | 3,035 | $1.8M | 0.16% |
| 84 | THOMSON REUTERS CORP | TMSOF | 8,690 | $1.7M | 0.16% |
| 85 | FAIR ISAAC CORP | FICO | 929 | $1.7M | 0.15% |
| 86 | ONTO INNOVATION INC | ONTO | 14,000 | $1.4M | 0.13% |
| 87 | FIDELITY NATL INFORMATION SV | 31620M106 | 15,715 | $1.3M | 0.12% |
| 88 | TERADATA CORP DEL | TDC | 55,000 | $1.2M | 0.11% |
| 89 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 15,203 | $1.2M | 0.11% |
| 90 | ALLEGRO MICROSYSTEMS INC | ALGM | 25,000 | $854,750 | 0.08% |
| 91 | ARRAY TECHNOLOGIES INC | ARRY | 60,000 | $354,000 | 0.03% |