Q2 2026 13F · SEC CIK 1894532

Sora Investors LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.3B
Reported positions: 76
Top holdings a year, 3 yrs: +30.6%
Assets under management: $2.6B

Sora Investors LLC is a hedge fund that reported 76 positions worth $1.3B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Universal Display Corp (OLED, 4.7%), Asml Hldg NV (ASML, 4.4%), Advanced Energy Inds (AEIS, 4.0%). A portfolio copying its top holdings returned 30.6% a year over the last 3 years, against 20.4% for the S&P 500.

Sora Investors LLC holdings largest 50 of 76 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sora Investors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
OLEDUniversal Display Corp	4.7%	—	701,163	—	$60.7M
ASMLAsml Hldg NV	4.4%	4.5%	28,904	-22.4%	$57.5M
AEISAdvanced Energy Inds	4.0%	3.6%	139,963	+16.4%	$52.2M
MKSIMks Inc.	3.7%	3.4%	107,496	-34.0%	$47.8M
QCOMQualcomm Inc	3.6%	—	253,732	—	$46.9M
AMZNAmazon Com Inc Com	3.5%	4.0%	193,437	-8.1%	$46.1M
TSMTaiwan Semiconductor Manufac	3.3%	—	90,051	—	$43.0M
MXLMaxlinear Inc	3.1%	1.4%	319,217	-62.3%	$40.9M
INTCIntel Corp	3.1%	—	291,791	—	$40.7M
SNPSSynopsys Inc	3.1%	3.3%	89,659	-2.0%	$40.0M
MSFTMicrosoft Corp	3.1%	3.9%	107,134	-6.3%	$40.0M
PSTGPure Storage Inc - Class A	3.0%	—	493,074	—	$38.8M
FOXAFox Corp	2.9%	—	720,607	—	$37.6M
EQIXEquinix Inc	2.5%	1.7%	31,723	+68.3%	$33.1M
METAMeta Platforms Inc Class A	2.4%	2.5%	56,290	+17.6%	$31.7M
ANETArista Networks Inc	2.3%	—	176,385	—	$30.0M
MAMastercard Inc.	2.3%	2.1%	57,142	+25.0%	$29.3M
MSIMotorola Solutions Inc	2.2%	1.7%	67,584	+61.7%	$28.1M
SBACSBA Communications Corp	2.0%	1.2%	147,995	+88.4%	$26.1M
CHTRCharter Communications Inc	1.9%	—	173,849	—	$24.7M
COHRCoherent Corp	1.7%	1.9%	55,534	-35.4%	$21.9M
DASHDoordash Inc	1.6%	—	115,777	—	$21.4M
VZVerizon Communications Inc Com	1.5%	—	474,770	—	$20.1M
CCICrown Castle Inc	1.5%	—	263,466	—	$20.0M
TTWOTake-Two Interactive Softwar	1.5%	2.2%	78,573	-35.3%	$19.6M
TDCTeradata Corp Del	1.4%	—	542,581	—	$18.8M
AURAurora Innovation Inc	1.4%	—	2,721,766	—	$18.6M
NVDANvidia Corporation Com	1.4%	—	89,310	—	$17.9M
MCHPMicrochip Tech Inc	1.3%	—	188,938	—	$17.2M
MUMicron Technology Inc	1.2%	0.7%	13,875	-39.7%	$16.0M
SNDKSandisk Corp	1.2%	1.4%	7,000	-70.8%	$15.9M
WDAYWorkday Inc	1.2%	—	125,969	—	$15.4M
ABNBAirbnb Inc	1.2%	2.3%	107,631	-46.5%	$15.4M
SANMSanmina Corporation	1.2%	—	60,507	—	$15.3M
ECHOEchostar Corp	1.2%	—	150,000	—	$15.2M
PLXSPlexus Corp	1.1%	0.9%	49,301	-2.2%	$14.8M
CPNGCoupang Inc	1.1%	1.4%	828,592	+6.0%	$14.4M
SNOWSnowflake Inc	1.1%	—	56,040	—	$14.3M
SPOTSpotify Technology S A	1.0%	1.0%	29,591	+36.7%	$13.6M
FSLRFirst Solar Inc Com	1.0%	1.7%	57,362	-39.9%	$13.5M
ETSYEtsy Inc	1.0%	—	178,571	—	$13.5M
FWONKLiberty Media Corp Del	0.9%	—	129,853	—	$12.4M
ARWArrow Electrs Inc	0.9%	1.2%	57,785	-35.8%	$12.3M
JBLJabil Inc	0.9%	—	30,748	—	$11.9M
KEYSKeysight Technologies Inc Com	0.9%	—	32,183	—	$11.3M
AFRMAffirm Hldgs Inc	0.8%	—	127,664	—	$10.4M
DYDycom Industries Inc	0.7%	—	17,144	—	$8.7M
AMBAAmbarella Inc	0.7%	—	100,935	—	$8.7M
AVTAutomatic Data Processing in	0.7%	—	97,391	—	$8.7M
RDDTReddit Inc	0.6%	—	43,177	—	$7.5M

What Sora Investors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +35.4% /yr; S&P 500 +20.1%
3 years: +30.6% /yr; S&P 500 +20.4%
5 years: +17.0% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.3B	76
Q1 2026	$1.1B	77
Q4 2025	$1.2B	84
Q3 2025	$1.1B	82
Q2 2025	$1.1B	91
Q1 2025	$825.3M	66
Q4 2024	$900.6M	66
Q3 2024	$573.0M	59
Q2 2024	$542.8M	51
Q1 2024	$608.0M	45
Q4 2023	$593.2M	48
Q3 2023	$446.8M	49

Questions about Sora Investors LLC's portfolio

What stocks does Sora Investors LLC own?

Sora Investors LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 76 positions worth $1.3B. The largest are Universal Display Corp (OLED) at 4.7%, Asml Hldg NV (ASML) at 4.4%, Advanced Energy Inds (AEIS) at 4.0%, Mks Inc. (MKSI) at 3.7% and Qualcomm Inc (QCOM) at 3.6%.

What did Sora Investors LLC buy last quarter?

In Q2 2026, Sora Investors LLC added SBA Communications Corp (SBAC) (+88.4% shares), Equinix Inc (EQIX) (+68.3% shares) and Motorola Solutions Inc (MSI) (+61.7% shares), compared with its Q1 2026 filing.

What did Sora Investors LLC sell last quarter?

In Q2 2026, Sora Investors LLC cut from its top 50 Intuit (INTU), cut from its top 50 Verisign Inc. (VRSN), cut from its top 50 S&P Global Inc. (SPGI), cut from its top 50 Monolithic Power Systms Inc (MPWR), cut from its top 50 Semtech Corp (SMTC), Sandisk Corp (SNDK) (-70.8% shares), Maxlinear Inc (MXL) (-62.3% shares) and Airbnb Inc (ABNB) (-46.5% shares), compared with its Q1 2026 filing.

How has Sora Investors LLC's portfolio performed?

A portfolio copying Sora Investors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +30.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +35.4% against +20.1%. Over 5 years: +17.0% a year against +13.0%.

When is Sora Investors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sora Investors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Sora Investors LLC manage?

Sora Investors LLC reported $2.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.3B.