13F HOLDINGS REPORT
SORA INVESTORS LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001214659-25-016639
Total Value
$1.08B
Positions
82
Other Managers
0
Confidential Omitted
No
Holdings (82)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 276,537 | $51.6M | 4.77% |
| 2 | APPLIED MATLS INC | 038222105 | 205,678 | $42.1M | 3.89% |
| 3 | ASML HOLDING N V | ASMLF | 39,048 | $37.8M | 3.49% |
| 4 | MICROSOFT CORP | MSFT | 68,567 | $35.5M | 3.28% |
| 5 | FIRST SOLAR INC | FSLR | 159,507 | $35.2M | 3.25% |
| 6 | AMAZON COM INC | AMZN | 157,142 | $34.5M | 3.19% |
| 7 | COHERENT CORP | COHR | 276,487 | $29.8M | 2.75% |
| 8 | MICROCHIP TECHNOLOGY INC. | MCHPP | 423,034 | $27.2M | 2.51% |
| 9 | S&P GLOBAL INC | SPGI | 55,715 | $27.1M | 2.51% |
| 10 | VISA INC | V | 78,601 | $26.8M | 2.48% |
| 11 | DISNEY WALT CO | 254687106 | 210,039 | $24.0M | 2.22% |
| 12 | T-MOBILE US INC | TMUSZ | 99,299 | $23.8M | 2.20% |
| 13 | NETFLIX INC | NFLX | 18,571 | $22.3M | 2.06% |
| 14 | META PLATFORMS INC | META | 30,001 | $22.0M | 2.04% |
| 15 | VERISIGN INC | VRSN | 78,571 | $22.0M | 2.03% |
| 16 | WIX COM LTD | WIX | 114,287 | $20.3M | 1.88% |
| 17 | SPOTIFY TECHNOLOGY S A | SPOT | 28,571 | $19.9M | 1.84% |
| 18 | ENTEGRIS INC | ENTG | 215,452 | $19.9M | 1.84% |
| 19 | EQUINIX INC | EQIX | 24,998 | $19.6M | 1.81% |
| 20 | UNIVERSAL DISPLAY CORP | OLED | 136,190 | $19.6M | 1.81% |
| 21 | TRANSUNION | TRU | 215,962 | $18.1M | 1.67% |
| 22 | NXP SEMICONDUCTORS N V | NXPI | 77,201 | $17.6M | 1.63% |
| 23 | SALESFORCE INC | CRM | 71,424 | $16.9M | 1.57% |
| 24 | SBA COMMUNICATIONS CORP NEW | SBAC | 85,715 | $16.6M | 1.53% |
| 25 | ACCENTURE PLC IRELAND | ACN | 62,858 | $15.5M | 1.43% |
| 26 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 51,827 | $15.4M | 1.42% |
| 27 | MERCADOLIBRE INC | MELI | 6,428 | $15.0M | 1.39% |
| 28 | COMCAST CORP NEW | CCZ | 471,429 | $14.8M | 1.37% |
| 29 | HUBSPOT INC | HUBS | 31,428 | $14.7M | 1.36% |
| 30 | JABIL INC | JBL | 66,338 | $14.4M | 1.33% |
| 31 | FLEX LTD | FLEX | 242,260 | $14.0M | 1.30% |
| 32 | SEMTECH CORP | SMTC | 185,245 | $13.2M | 1.22% |
| 33 | WORKDAY INC | WDAY | 54,287 | $13.1M | 1.21% |
| 34 | AMBARELLA INC | AMBA | 152,367 | $12.6M | 1.16% |
| 35 | ORACLE CORP | ORCL-PD | 42,857 | $12.1M | 1.11% |
| 36 | DOORDASH INC | DASH | 42,875 | $11.7M | 1.08% |
| 37 | ATLASSIAN CORPORATION | TEAM | 71,430 | $11.4M | 1.05% |
| 38 | INTUIT | INTU | 16,425 | $11.2M | 1.04% |
| 39 | SUPER MICRO COMPUTER INC | SMCI | 233,338 | $11.2M | 1.03% |
| 40 | MONGODB INC | MDB | 35,715 | $11.1M | 1.02% |
| 41 | SUNRUN INC | RUN | 604,117 | $10.4M | 0.97% |
| 42 | BLOCK INC | BSQKZ | 142,848 | $10.3M | 0.95% |
| 43 | IRON MTN INC DEL | 46284V101 | 100,319 | $10.2M | 0.95% |
| 44 | CROWN CASTLE INC | CCI | 105,041 | $10.1M | 0.94% |
| 45 | INTERPUBLIC GROUP COS INC | INTR | 341,001 | $9.5M | 0.88% |
| 46 | DATADOG INC | DDOG | 62,858 | $9.0M | 0.83% |
| 47 | PALO ALTO NETWORKS INC | PANW | 42,857 | $8.7M | 0.81% |
| 48 | WESTERN DIGITAL CORP | WDC | 71,959 | $8.6M | 0.80% |
| 49 | ETSY INC | ETSY | 125,716 | $8.3M | 0.77% |
| 50 | SIX FLAGS ENTERTAINMENT CORP | FUN | 356,428 | $8.1M | 0.75% |
| 51 | APPLOVIN CORP | APP | 10,998 | $7.9M | 0.73% |
| 52 | ELASTIC N V | ESTC | 88,569 | $7.5M | 0.69% |
| 53 | SILICON MOTION TECHNOLOGY CO | SIMO | 71,534 | $6.8M | 0.63% |
| 54 | CONFLUENT INC | 20717M103 | 328,576 | $6.5M | 0.60% |
| 55 | GARTNER INC | IT | 24,288 | $6.4M | 0.59% |
| 56 | FISERV INC | FISV | 47,528 | $6.1M | 0.57% |
| 57 | GENPACT LIMITED | G | 142,860 | $6.0M | 0.55% |
| 58 | TWILIO INC | TWLO | 57,143 | $5.7M | 0.53% |
| 59 | SYNOPSYS INC | SNPS | 11,402 | $5.6M | 0.52% |
| 60 | TEXAS INSTRS INC | 882508104 | 29,777 | $5.5M | 0.51% |
| 61 | SPORTRADAR GROUP AG | SRAD | 200,905 | $5.4M | 0.50% |
| 62 | ADVANCED ENERGY INDS | 007973100 | 30,634 | $5.2M | 0.48% |
| 63 | EPAM SYS INC | EPAM | 34,137 | $5.1M | 0.48% |
| 64 | GLOBANT S A | GLOB | 85,335 | $4.9M | 0.45% |
| 65 | SANDISK CORP | SNDK | 43,394 | $4.9M | 0.45% |
| 66 | CARVANA CO | CVNA | 12,776 | $4.8M | 0.45% |
| 67 | GLOBAL PMTS INC | 37940X102 | 57,144 | $4.7M | 0.44% |
| 68 | MOBILEYE GLOBAL INC | MBLY | 327,856 | $4.6M | 0.43% |
| 69 | INNOVIZ TECHNOLOGIES LTD | INVZW | 2,209,273 | $4.5M | 0.42% |
| 70 | APPLE INC | AAPL | 17,134 | $4.4M | 0.40% |
| 71 | MKS INC. | MKSI | 33,956 | $4.2M | 0.39% |
| 72 | FORMFACTOR INC | FORM | 113,538 | $4.1M | 0.38% |
| 73 | ARROW ELECTRS INC | 042735100 | 31,746 | $3.8M | 0.36% |
| 74 | TRIMBLE INC | TRMB | 44,000 | $3.6M | 0.33% |
| 75 | REDDIT INC | RDDT | 14,284 | $3.3M | 0.30% |
| 76 | GITLAB INC | GTLB | 71,987 | $3.2M | 0.30% |
| 77 | DRAFTKINGS INC NEW | DKNG | 78,157 | $2.9M | 0.27% |
| 78 | IONQ INC | IONQ-WT | 34,999 | $2.2M | 0.20% |
| 79 | ARCHER AVIATION INC | ACHR-WT | 200,000 | $1.9M | 0.18% |
| 80 | SANMINA CORPORATION | SANM | 15,118 | $1.7M | 0.16% |
| 81 | ENOVIX CORPORATION | ENVX | 155,399 | $1.5M | 0.14% |
| 82 | TERADATA CORP DEL | TDC | 70,273 | $1.5M | 0.14% |