EdgeMarket › What Sora Investors Llc reported owning
What Sora Investors Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
77Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ASML ASML HOLDING NV | 49.2M | 4.5% | 37.3K | 1,763.76 | +135.3% |
| AMZN AMAZON COM INC | 43.9M | 4.0% | 210.6K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 42.3M | 3.9% | 114.3K | 483.24 | -4.4% |
| AEIS ADVANCED ENERGY INDUSTRIES INC | 38.8M | 3.6% | 120.3K | 285.83 | +93.5% |
| MKSI MKS INC | 37.4M | 3.4% | 162.8K | 279.11 | +180.9% |
| SNPS SYNOPSYS INC | 36.3M | 3.3% | 91.5K | 397.87 | -33.8% |
| INTU INTUIT INC. | 31.6M | 2.9% | 73.0K | 367.00 | -47.5% |
| VRSN VERISIGN INC/CA | 28.7M | 2.6% | 115.7K | 281.80 | +3.8% |
| META Meta Platforms, Inc. | 27.4M | 2.5% | 47.9K | 549.90 | -26.5% |
| SPGI S&P Global Inc. | 27.3M | 2.5% | 64.3K | 431.29 | -22.6% |
| MPWR MONOLITHIC POWER SYSTEMS, INC. | 26.9M | 2.5% | 24.6K | 1,316.28 | +59.3% |
| SMTC SEMTECH CORP | 26.5M | 2.4% | 344.0K | 124.09 | +156.0% |
| ABNB Airbnb, Inc. | 25.4M | 2.3% | 201.3K | 187.30 | +49.9% |
| CSCO CISCO SYSTEMS, INC. | 24.0M | 2.2% | 309.6K | 111.04 | +65.5% |
| TTWO TAKE TWO INTERACTIVE SOFTWARE INC | 24.0M | 2.2% | 121.4K | 239.62 | +4.8% |
| STX Seagate Technology Holdings plc | 23.6M | 2.2% | 60.3K | 850.00 | +436.6% |
| MA Mastercard Inc | 22.8M | 2.1% | 45.7K | 580.63 | -2.0% |
| TMUS T-Mobile US, Inc. | 22.5M | 2.1% | 107.1K | 183.04 | -29.3% |
| V VISA INC. | 21.6M | 2.0% | 71.4K | 371.04 | +7.9% |
| COHR COHERENT CORP. | 20.5M | 1.9% | 86.0K | 289.52 | +234.5% |
| FSLR FIRST SOLAR, INC. | 18.8M | 1.7% | 95.4K | 214.28 | +3.8% |
| EQIX EQUINIX INC | 18.5M | 1.7% | 18.9K | 1,065.39 | +37.2% |
| MSI Motorola Solutions, Inc. | 18.1M | 1.7% | 41.8K | 480.47 | +4.0% |
| GPN GLOBAL PAYMENTS INC | 18.0M | 1.7% | 267.8K | 93.49 | +9.0% |
| TRU TransUnion | 17.8M | 1.6% | 257.1K | 84.61 | -3.6% |
| FFIV F5, INC. | 17.0M | 1.6% | 58.8K | 384.63 | +21.8% |
| LITE Lumentum Holdings Inc. | 16.1M | 1.5% | 22.9K | 866.71 | +647.9% |
| AMAT APPLIED MATERIALS INC /DE | 15.9M | 1.5% | 46.4K | 492.32 | +205.9% |
| FLEX FLEX LTD. | 15.3M | 1.4% | 233.2K | 110.45 | +124.9% |
| SNDK Sandisk Corp | 15.2M | 1.4% | 24.0K | 1,596.08 | +3494.8% |
| ALAB Astera Labs, Inc. | 14.9M | 1.4% | 136.1K | 284.97 | +65.2% |
| CPNG Coupang, Inc. | 14.8M | 1.4% | 781.6K | 16.45 | -43.0% |
| MXL MAXLINEAR, INC | 14.7M | 1.4% | 846.1K | 66.61 | +366.8% |
| MDB MongoDB, Inc. | 14.4M | 1.3% | 58.9K | 430.83 | +102.6% |
| RUN Sunrun Inc. | 13.7M | 1.3% | 1.0M | 9.16 | -40.8% |
| SBAC SBA COMMUNICATIONS CORP | 13.5M | 1.2% | 78.6K | 182.59 | -18.4% |
| ARW ARROW ELECTRONICS, INC. | 12.9M | 1.2% | 90.0K | 210.85 | +68.8% |
| ARM ARM HOLDINGS PLC /UK | 12.9M | 1.2% | 85.0K | 243.32 | +85.5% |
| OMC OMNICOM GROUP INC. | 10.8M | 1.0% | 142.9K | 87.54 | +12.6% |
| SPOT Spotify Technology S.A. | 10.5M | 1.0% | 21.6K | 533.72 | -24.2% |
| PLXS PLEXUS CORP | 10.2M | 0.9% | 50.4K | 240.14 | +86.6% |
| SE Sea Ltd | 10.0M | 0.9% | 120.3K | 117.53 | -34.2% |
| STM STMicroelectronics N.V. | 8.6M | 0.8% | 250.0K | 50.56 | +94.5% |
| DDOG Datadog, Inc. | 8.5M | 0.8% | 72.3K | 235.62 | +83.4% |
| T AT&T INC. | 8.5M | 0.8% | 292.9K | 25.29 | -13.6% |
| LYV Live Nation Entertainment, Inc. | 8.3M | 0.8% | 54.4K | 181.82 | +12.3% |
| UBER Uber Technologies, Inc | 8.2M | 0.8% | 114.3K | 78.80 | -15.9% |
| MU MICRON TECHNOLOGY INC | 7.8M | 0.7% | 23.0K | 966.78 | +724.8% |
| ARRY Array Technologies, Inc. | 7.1M | 0.7% | 981.1K | 4.69 | -47.5% |
| XYZ Block, Inc. | 6.9M | 0.6% | 114.3K | 82.16 | +10.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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