account_balance
Investment manager · 13F filer · SEC CIK 1894532
Sora Investors LLC
Reported value$1.3Bas of Jun 30, 2026
Positions76 26 new, 27 sold out
Top 10 weight36.5%OLED alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
OLEDUniversal Display Corp
4.7%Added +979%
ASMLASML Holding NV
4.4%Trimmed −22%
AEISAdvanced Energy Industries Inc
4.0%Added +16%
MKSIMKS Inc
3.7%Trimmed −34%
QCOMQualcomm Inc
3.6%New
AMZNAmazon.com Inc
3.5%Trimmed −8%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.3%Added +481%
MXLMaxLinear, Inc
3.1%Trimmed −62%
INTCIntel Corp
3.1%New
SNPSSynopsys Inc
3.1%Trimmed −2%
MSFTMicrosoft Corp
3.1%Trimmed −6%
PEverpure, Inc.
3.0%Added +354%
OLEDUniversal Display Corp
4.7%+979%
ASMLASML Holding NV
4.4%
AEISAdvanced Energy Industries Inc
4.0%
MKSIMKS Inc
3.7%−34%
QCOMQualcomm Inc
3.6%New
AMZNAmazon.com Inc
3.5%−8%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.3%
MXLMaxLinear, Inc
3.1%
INTCIntel Corp
3.1%
SNPSSynopsys Inc
3.1%
MSFTMicrosoft Corp
3.1%
PEverpure, Inc.
3.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
OLED Universal Display Corp 4.7% Added +979%ASML ASML Holding NV 4.4% Trimmed −22%AEIS Advanced Energy Industries Inc 4.0% Added +16%MKSI MKS Inc 3.7% Trimmed −34%QCOM Qualcomm Inc 3.6% NewAMZN Amazon.com Inc 3.5% Trimmed −8%TSM Taiwan Semiconductor Manufacturing Co Ltd 3.3% Added +481%MXL MaxLinear, Inc 3.1% Trimmed −62%INTC Intel Corp 3.1% NewSNPS Synopsys Inc 3.1% Trimmed −2%MSFT Microsoft Corp 3.1% Trimmed −6%P Everpure, Inc. 3.0% Added +354%
What changed
Biggest moves since Mar 31, 2026
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