Sora Investors LLC
76 holdingsFiling period: 2026-06-30Current AUM: $1.24Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | OLED | Universal Display Corp | 701.2K | $60.7M | $62.0M | 5.00% | +636.2K | 2026-06-30 |
| 2 | — | Asml Hldg NV | 28.9K | $57.5M | $57.5M | 4.63% | -8,364 | 2026-06-30 |
| 3 | AEIS | Advanced Energy Inds | 140.0K | $52.2M | $31.0M | 2.49% | +19.7K | 2026-06-30 |
| 4 | MKSI | Mks Inc. | 107.5K | $47.8M | $21.7M | 1.75% | -55,266 | 2026-06-30 |
| 5 | QCOM | Qualcomm Inc | 253.7K | $46.9M | $45.6M | 3.67% | -- | 2026-06-30 |
| 6 | AMZN | Amazon.com Inc | 193.4K | $46.1M | $48.2M | 3.88% | -17,131 | 2026-06-30 |
| 7 | TSM | Taiwan Semiconductor Manufac | 90.1K | $43.0M | $38.2M | 3.08% | +74.6K | 2026-06-30 |
| 8 | MXL | Maxlinear Inc | 319.2K | $40.9M | $21.2M | 1.71% | -526,888 | 2026-06-30 |
| 9 | INTC | Intel Corp | 291.8K | $40.7M | $26.4M | 2.13% | -- | 2026-06-30 |
| 10 | SNPS | Synopsys Inc | 89.7K | $40.0M | $40.7M | 3.28% | -1,857 | 2026-06-30 |
| 11 | MSFT | Microsoft Corp | 107.1K | $40.0M | $57.1M | 4.60% | -7,144 | 2026-06-30 |
| 12 | P | Everpure Inc | 493.1K | $38.8M | $64.8M | 5.21% | +384.5K | 2026-06-30 |
| 13 | FOXA | Fox Corp | 720.6K | $37.6M | $47.1M | 3.79% | -- | 2026-06-30 |
| 14 | EQIX | Equinix Inc | 31.7K | $33.1M | $30.7M | 2.47% | +12.9K | 2026-06-30 |
| 15 | META | Meta Platforms Inc | 56.3K | $31.7M | $35.5M | 2.86% | +8.4K | 2026-06-30 |
| 16 | ANET | Arista Networks Inc | 176.4K | $30.0M | $31.3M | 2.52% | -- | 2026-06-30 |
| 17 | MA | Mastercard Incorporated | 57.1K | $29.3M | $35.1M | 2.82% | +11.4K | 2026-06-30 |
| 18 | MSI | Motorola Solutions Inc | 67.6K | $28.1M | $32.8M | 2.64% | +25.8K | 2026-06-30 |
| 19 | SBAC | Sba Communications Corp | 148.0K | $26.1M | $27.5M | 2.22% | +69.4K | 2026-06-30 |
| 20 | CHTR | Charter Communications Inc | 173.8K | $24.7M | $17.8M | 1.43% | +145.3K | 2026-06-30 |
| 21 | COHR | Coherent Corp | 55.5K | $21.9M | $12.3M | 0.99% | -30,432 | 2026-06-30 |
| 22 | DASH | Doordash Inc | 115.8K | $21.4M | $19.5M | 1.57% | +83.3K | 2026-06-30 |
| 23 | VZ | Verizon Communications Inc | 474.8K | $20.1M | $20.5M | 1.65% | -- | 2026-06-30 |
| 24 | CCI | Crown Castle Inc | 263.5K | $20.0M | $23.0M | 1.86% | +224.0K | 2026-06-30 |
| 25 | TTWO | Take-Two Interactive Softwar | 78.6K | $19.6M | $16.0M | 1.29% | -42,856 | 2026-06-30 |
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