13F HOLDINGS REPORT
SORA INVESTORS LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001214659-26-001985
Total Value
$1.16B
Positions
84
Other Managers
0
Confidential Omitted
No
Holdings (84)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 117,186 | $56.7M | 4.88% |
| 2 | APPLIED MATLS INC | 038222105 | 204,572 | $52.6M | 4.53% |
| 3 | ASML HOLDING N V | ASMLF | 48,662 | $52.1M | 4.48% |
| 4 | AMAZON COM INC | AMZN | 205,797 | $47.5M | 4.09% |
| 5 | MASTERCARD INCORPORATED | MA | 72,261 | $41.3M | 3.55% |
| 6 | NVIDIA CORPORATION | NVDA | 202,595 | $37.8M | 3.25% |
| 7 | ADVANCED ENERGY INDS | 007973100 | 175,528 | $36.8M | 3.16% |
| 8 | S&P GLOBAL INC | SPGI | 66,305 | $34.7M | 2.98% |
| 9 | AMERICAN TOWER CORP NEW | 03027X100 | 176,315 | $31.0M | 2.67% |
| 10 | EQUINIX INC | EQIX | 37,572 | $28.8M | 2.48% |
| 11 | ARISTA NETWORKS INC | ANET | 216,405 | $28.4M | 2.44% |
| 12 | BOOKING HOLDINGS INC | BKNG | 5,048 | $27.0M | 2.33% |
| 13 | ENPHASE ENERGY INC | ENPH | 811,161 | $26.0M | 2.24% |
| 14 | SEMTECH CORP | SMTC | 337,491 | $24.9M | 2.14% |
| 15 | MICRON TECHNOLOGY INC | MU | 79,954 | $22.8M | 1.97% |
| 16 | SYNOPSYS INC | SNPS | 47,866 | $22.5M | 1.94% |
| 17 | SPOTIFY TECHNOLOGY S A | SPOT | 36,665 | $21.3M | 1.83% |
| 18 | UNIVERSAL DISPLAY CORP | OLED | 181,566 | $21.2M | 1.83% |
| 19 | GLOBAL PMTS INC | 37940X102 | 252,912 | $19.6M | 1.69% |
| 20 | ORACLE CORP | ORCL-PD | 98,247 | $19.1M | 1.65% |
| 21 | NETFLIX INC | NFLX | 199,988 | $18.8M | 1.61% |
| 22 | INTUIT | INTU | 26,834 | $17.8M | 1.53% |
| 23 | COHERENT CORP | COHR | 95,582 | $17.6M | 1.52% |
| 24 | FISERV INC | FISV | 260,136 | $17.5M | 1.50% |
| 25 | LATTICE SEMICONDUCTOR CORP | LSCC | 230,054 | $16.9M | 1.46% |
| 26 | TWILIO INC | TWLO | 116,344 | $16.5M | 1.43% |
| 27 | MONGODB INC | MDB | 39,380 | $16.5M | 1.42% |
| 28 | META PLATFORMS INC | META | 24,863 | $16.4M | 1.41% |
| 29 | SERVICENOW INC | NOW | 105,711 | $16.2M | 1.39% |
| 30 | MICROCHIP TECHNOLOGY INC. | MCHPP | 244,192 | $15.6M | 1.34% |
| 31 | VERISIGN INC | VRSN | 63,460 | $15.4M | 1.33% |
| 32 | FIRST SOLAR INC | FSLR | 58,900 | $15.4M | 1.32% |
| 33 | SHOPIFY INC | SHOP | 95,082 | $15.3M | 1.32% |
| 34 | TOAST INC | TOST | 419,103 | $14.9M | 1.28% |
| 35 | DISNEY WALT CO | 254687106 | 125,982 | $14.3M | 1.23% |
| 36 | ASTERA LABS INC | ALAB | 83,562 | $13.9M | 1.20% |
| 37 | MONOLITHIC PWR SYS INC | 609839105 | 14,771 | $13.4M | 1.15% |
| 38 | EPAM SYS INC | EPAM | 62,622 | $12.8M | 1.10% |
| 39 | SNOWFLAKE INC | SNOW | 55,806 | $12.2M | 1.05% |
| 40 | ATLASSIAN CORPORATION | TEAM | 74,458 | $12.1M | 1.04% |
| 41 | CHARTER COMMUNICATIONS INC N | 16119P108 | 57,804 | $12.1M | 1.04% |
| 42 | SILICON MOTION TECHNOLOGY CO | SIMO | 128,221 | $11.9M | 1.02% |
| 43 | SUNRUN INC | RUN | 634,400 | $11.7M | 1.01% |
| 44 | AMBARELLA INC | AMBA | 162,733 | $11.5M | 0.99% |
| 45 | UBER TECHNOLOGIES INC | UBER | 128,572 | $10.5M | 0.90% |
| 46 | REDDIT INC | RDDT | 39,325 | $9.0M | 0.78% |
| 47 | FLEX LTD | FLEX | 126,153 | $7.6M | 0.66% |
| 48 | PALO ALTO NETWORKS INC | PANW | 39,889 | $7.3M | 0.63% |
| 49 | SANDISK CORP | SNDK | 29,320 | $7.0M | 0.60% |
| 50 | APPLE INC | AAPL | 25,290 | $6.9M | 0.59% |
| 51 | HUBSPOT INC | HUBS | 16,159 | $6.5M | 0.56% |
| 52 | OMNICOM GROUP INC | OMC | 73,443 | $5.9M | 0.51% |
| 53 | ACCENTURE PLC IRELAND | ACN | 21,679 | $5.8M | 0.50% |
| 54 | ELASTIC N V | ESTC | 76,380 | $5.8M | 0.50% |
| 55 | TE CONNECTIVITY PLC | TEL | 25,290 | $5.8M | 0.50% |
| 56 | GLOBANT S A | GLOB | 85,714 | $5.6M | 0.48% |
| 57 | WESTERN DIGITAL CORP | WDC | 30,349 | $5.2M | 0.45% |
| 58 | FABRINET | FN | 10,031 | $4.6M | 0.39% |
| 59 | IRON MTN INC DEL | 46284V101 | 47,345 | $3.9M | 0.34% |
| 60 | DUOLINGO INC | DUOL | 20,866 | $3.7M | 0.32% |
| 61 | REMITLY GLOBAL INC | RELY | 260,137 | $3.6M | 0.31% |
| 62 | GLOBALFOUNDRIES INC | GFS | 101,164 | $3.5M | 0.30% |
| 63 | FORMFACTOR INC | FORM | 60,699 | $3.4M | 0.29% |
| 64 | SBA COMMUNICATIONS CORP NEW | SBAC | 16,085 | $3.1M | 0.27% |
| 65 | CROWN CASTLE INC | CCI | 32,474 | $2.9M | 0.25% |
| 66 | AUTODESK INC | ADSK | 8,599 | $2.5M | 0.22% |
| 67 | JABIL INC | JBL | 11,128 | $2.5M | 0.22% |
| 68 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 10,116 | $2.5M | 0.21% |
| 69 | ARCHER AVIATION INC | ACHR-WT | 323,726 | $2.4M | 0.21% |
| 70 | AT&T INC | T-PC | 94,235 | $2.3M | 0.20% |
| 71 | CARVANA CO | CVNA | 5,312 | $2.2M | 0.19% |
| 72 | LIVE NATION ENTERTAINMENT IN | LYV | 15,327 | $2.2M | 0.19% |
| 73 | TRIMBLE INC | TRMB | 26,303 | $2.1M | 0.18% |
| 74 | MOBILEYE GLOBAL INC | MBLY | 192,212 | $2.0M | 0.17% |
| 75 | POWER INTEGRATIONS INC | POWI | 56,326 | $2.0M | 0.17% |
| 76 | FLUTTER ENTMT PLC | G3643J108 | 9,257 | $2.0M | 0.17% |
| 77 | GITLAB INC | GTLB | 50,078 | $1.9M | 0.16% |
| 78 | DOORDASH INC | DASH | 7,587 | $1.7M | 0.15% |
| 79 | SANMINA CORPORATION | SANM | 10,117 | $1.5M | 0.13% |
| 80 | TERADATA CORP DEL | TDC | 45,524 | $1.4M | 0.12% |
| 81 | CINEMARK HLDGS INC | CNK | 53,111 | $1.2M | 0.11% |
| 82 | ARRAY TECHNOLOGIES INC | ARRY | 101,164 | $932,732 | 0.08% |
| 83 | ENOVIX CORPORATION | ENVX | 121,398 | $887,419 | 0.08% |
| 84 | INNOVIZ TECHNOLOGIES LTD | INVZW | 1,015,791 | $866,571 | 0.07% |