SORA INVESTORS LLC
CIK 1894532 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- OLED4.66%
- ASML4.41%
- AEIS4.00%
- MKSI3.67%
- QCOM3.60%
- AMZN3.54%
- TSM3.30%
- MXL3.13%
- INTC3.12%
- SNPS3.07%
Share classes counted separately36.50%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- OLEDWeight increased · +4.11 pp0.55% → 4.66%Shares +636.16K (+978.71%)
- TSMWeight increased · +2.82 pp0.48% → 3.30%Shares +74.55K (+480.97%)
- PWeight increased · +2.39 pp0.59% → 2.98%Shares +384.50K (+354.15%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | OLEDUNIVERSAL DISPLAY CORP View history and evidence | $60.71M | 4.66% | 701.16K shares | 0.55% → 4.66%+4.11 pp +636.16K (+978.71%) | Added | ↗▾ |
| 02 | ASMLASML HOLDING NV-NY REG SHSN Y REGISTRY SHS View history and evidence | $57.50M | 4.41% | 28.90K shares | 4.53% → 4.41%-0.12 pp -8.36K (-22.44%) | Reduced | ↗▾ |
| 03 | AEISADVANCED ENERGY INDUSTRIES View history and evidence | $52.19M | 4.00% | 139.96K shares | 3.57% → 4.00%+0.43 pp +19.70K (+16.38%) | Added | ↗▾ |
| 04 | MKSIMKS INC View history and evidence | $47.81M | 3.67% | 107.50K shares | 3.44% → 3.67%+0.23 pp -55.27K (-33.96%) | Reduced | ↗▾ |
| 05 | QCOMQUALCOMM INC View history and evidence | $46.89M | 3.60% | 253.73K shares | Prior unavailable +253.73K | New | ↗▾ |
| 06 | AMZNAMAZON.COM INC View history and evidence | $46.10M | 3.54% | 193.44K shares | 4.04% → 3.54%-0.50 pp -17.13K (-8.14%) | Reduced | ↗▾ |
| 07 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $43.01M | 3.30% | 90.05K shares | 0.48% → 3.30%+2.82 pp +74.55K (+480.97%) | Added | ↗▾ |
| 08 | MXLMAXLINEAR INC View history and evidence | $40.87M | 3.13% | 319.22K shares | 1.36% → 3.13%+1.77 pp -526.89K (-62.27%) | Reduced | ↗▾ |
| 09 | INTCINTEL CORP View history and evidence | $40.74M | 3.12% | 291.79K shares | Prior unavailable +291.79K | New | ↗▾ |
| 10 | SNPSSYNOPSYS INC View history and evidence | $39.99M | 3.07% | 89.66K shares | 3.34% → 3.07%-0.27 pp -1.86K (-2.03%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 27
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VRSN VERISIGN INC | Non-derivative | -115,701 | -$28.74M | SEC filing ↗ | SEC filing ↗ |
| MPWR MONOLITHIC POWER SYSTEMS INC | Non-derivative | -24,585 | -$26.88M | SEC filing ↗ | SEC filing ↗ |
| SMTC SEMTECH CORP | Non-derivative | -344,047 | -$26.45M | SEC filing ↗ | SEC filing ↗ |
3 / 27 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1894532 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1303996596
}Research all 76 reported holdings.
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