§ 13F · FUND PROFILE
SORA INVESTORS LLC.
AUM · $1.3B (13F)Positions · 76Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$329M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | OLED | UNIVERSAL DISPLAY CORP | 701K | $61M | 4.7% | +979% |
| 2 | ASML | ASML HLDG NV | 29K | $58M | 4.4% | −22% |
| 3 | AEIS | ADVANCED ENERGY INDS | 140K | $52M | 4.0% | +16% |
| 4 | MKSI | MKS INC. | 107K | $48M | 3.7% | −34% |
| 5 | QCOM | QUALCOMM INC | 254K | $47M | 3.6% | NEW |
| 6 | AMZN | AMAZON COM INC | 193K | $46M | 3.5% | −8% |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 90K | $43M | 3.3% | +481% |
| 8 | MXL | MAXLINEAR INC | 319K | $41M | 3.1% | −62% |
| 9 | INTC | INTEL CORP | 292K | $41M | 3.1% | NEW |
| 10 | SNPS | SYNOPSYS INC | 90K | $40M | 3.1% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SORA SIGNAL
AC read
SORA INVESTORS LLC is a Other fund managing $1.3 billion in assets. The fund runs a portfolio of 76 positions.
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