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 | $54.6M | 4.40% | +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 | $35.1M | 2.82% | +19.7K | 2026-06-30 |
| 4 | MKSI | MKS INC. | 107.5K | $47.8M | $24.9M | 2.00% | -55,266 | 2026-06-30 |
| 5 | QCOM | QUALCOMM INC | 253.7K | $46.9M | $47.7M | 3.83% | -- | 2026-06-30 |
| 6 | AMZN | AMAZON COM INC | 193.4K | $46.1M | $48.1M | 3.87% | -17,131 | 2026-06-30 |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 90.1K | $43.0M | $37.3M | 3.00% | +74.6K | 2026-06-30 |
| 8 | MXL | MAXLINEAR INC | 319.2K | $40.9M | $21.4M | 1.72% | -526,888 | 2026-06-30 |
| 9 | INTC | INTEL CORP | 291.8K | $40.7M | $28.3M | 2.28% | -- | 2026-06-30 |
| 10 | SNPS | SYNOPSYS INC | 89.7K | $40.0M | $33.0M | 2.65% | -1,857 | 2026-06-30 |
| 11 | MSFT | MICROSOFT CORP | 107.1K | $40.0M | $53.3M | 4.29% | -7,144 | 2026-06-30 |
| 12 | P | EVERPURE INC | 493.1K | $38.8M | $47.8M | 3.85% | +384.5K | 2026-06-30 |
| 13 | FOXA | FOX CORP | 720.6K | $37.6M | $48.7M | 3.92% | -- | 2026-06-30 |
| 14 | EQIX | EQUINIX INC | 31.7K | $33.1M | $31.9M | 2.57% | +12.9K | 2026-06-30 |
| 15 | META | META PLATFORMS INC | 56.3K | $31.7M | $37.7M | 3.04% | +8.4K | 2026-06-30 |
| 16 | ANET | ARISTA NETWORKS INC | 176.4K | $30.0M | $34.0M | 2.74% | -- | 2026-06-30 |
| 17 | MA | MASTERCARD INCORPORATED | 57.1K | $29.3M | $32.8M | 2.64% | +11.4K | 2026-06-30 |
| 18 | MSI | MOTOROLA SOLUTIONS INC | 67.6K | $28.1M | $31.7M | 2.55% | +25.8K | 2026-06-30 |
| 19 | SBAC | SBA COMMUNICATIONS CORP | 148.0K | $26.1M | $27.1M | 2.18% | +69.4K | 2026-06-30 |
| 20 | CHTR | CHARTER COMMUNICATIONS INC | 173.8K | $24.7M | $24.5M | 1.98% | +145.3K | 2026-06-30 |
| 21 | COHR | COHERENT CORP | 55.5K | $21.9M | $15.1M | 1.21% | -30,432 | 2026-06-30 |
| 22 | DASH | DOORDASH INC | 115.8K | $21.4M | $23.0M | 1.85% | +83.3K | 2026-06-30 |
| 23 | VZ | VERIZON COMMUNICATIONS INC | 474.8K | $20.1M | $24.4M | 1.97% | -- | 2026-06-30 |
| 24 | CCI | CROWN CASTLE INC | 263.5K | $20.0M | $19.3M | 1.55% | +224.0K | 2026-06-30 |
| 25 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 78.6K | $19.6M | $16.6M | 1.34% | -42,856 | 2026-06-30 |
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