SORA INVESTORS LLC
77 holdingsFiling period: 2026-03-31Current AUM: $1.34Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | ASML HLDG NV | 37.3K | $49.2M | $49.2M | 3.68% | -11,394 | 2026-03-31 |
| 2 | AMZN | AMAZON COM INC | 210.6K | $43.9M | $57.2M | 4.28% | +4.8K | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 114.3K | $42.3M | $53.1M | 3.97% | -2,908 | 2026-03-31 |
| 4 | AEIS | ADVANCED ENERGY INDS | 120.3K | $38.8M | $34.8M | 2.61% | -55,260 | 2026-03-31 |
| 5 | MKSI | MKS INC. | 162.8K | $37.4M | $48.4M | 3.62% | -- | 2026-03-31 |
| 6 | SNPS | SYNOPSYS INC | 91.5K | $36.3M | $35.6M | 2.66% | +43.6K | 2026-03-31 |
| 7 | INTU | INTUIT | 73.0K | $31.6M | $23.1M | 1.73% | +46.1K | 2026-03-31 |
| 8 | VRSN | VERISIGN INC | 115.7K | $28.7M | $33.6M | 2.51% | +52.2K | 2026-03-31 |
| 9 | META | META PLATFORMS INC | 47.9K | $27.4M | $26.6M | 1.99% | +23.0K | 2026-03-31 |
| 10 | SPGI | S&P GLOBAL INC | 64.3K | $27.3M | $26.5M | 1.98% | -2,009 | 2026-03-31 |
| 11 | MPWR | MONOLITHIC PWR SYS INC | 24.6K | $26.9M | $35.1M | 2.62% | +9.8K | 2026-03-31 |
| 12 | SMTC | SEMTECH CORP | 344.0K | $26.5M | $40.5M | 3.03% | +6.6K | 2026-03-31 |
| 13 | ABNB | AIRBNB INC | 201.3K | $25.4M | $30.5M | 2.28% | -- | 2026-03-31 |
| 14 | CSCO | CISCO SYS INC | 309.6K | $24.0M | $35.9M | 2.69% | -- | 2026-03-31 |
| 15 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 121.4K | $24.0M | $29.5M | 2.21% | -- | 2026-03-31 |
| 16 | — | SEAGATE TECHNOLOGY HLDNGS PL | 60.3K | $23.6M | $23.6M | 1.77% | -- | 2026-03-31 |
| 17 | MA | MASTERCARD INCORPORATED | 45.7K | $22.8M | $26.2M | 1.96% | -26,550 | 2026-03-31 |
| 18 | TMUS | T-MOBILE US INC | 107.1K | $22.5M | $18.5M | 1.38% | -- | 2026-03-31 |
| 19 | V | VISA INC | 71.4K | $21.6M | $26.2M | 1.96% | -- | 2026-03-31 |
| 20 | COHR | COHERENT CORP | 86.0K | $20.5M | $22.6M | 1.69% | -9,616 | 2026-03-31 |
| 21 | FSLR | FIRST SOLAR INC | 95.4K | $18.8M | $20.1M | 1.51% | +36.5K | 2026-03-31 |
| 22 | EQIX | EQUINIX INC | 18.9K | $18.5M | $19.2M | 1.44% | -18,720 | 2026-03-31 |
| 23 | MSI | MOTOROLA SOLUTIONS INC | 41.8K | $18.1M | $18.2M | 1.36% | -- | 2026-03-31 |
| 24 | GPN | GLOBAL PMTS INC | 267.8K | $18.0M | $22.5M | 1.68% | +14.8K | 2026-03-31 |
| 25 | TRU | TRANSUNION | 257.1K | $17.8M | $20.2M | 1.51% | -- | 2026-03-31 |
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