Sora Investors LLC holds a diversified book of 76 reported positions worth $1.3B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Qualcomm Inc and trimmed ASML Holding NV-NY Reg SHS. Their largest long position is Universal Display Corp at 5% of the reported non-option book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sora Investors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Aspiring Ventures, LLC | 10 / 76 | $289.9M |
| Hoey Investments, Inc | 27 / 76 | $536.6M |
| Credit Capital Investments LLC | 11 / 76 | $119.9M |
| HMI Capital Management, L.P. | 8 / 76 | $479.7M |
| Ketron Financial | 10 / 76 | $206.7M |
| Sloy Dahl & Holst, LLC | 8 / 76 | $505.9M |
| Himension Capital (Singapore) Pte. LTD. | 13 / 76 | $1.0B |
| Cypress Funds LLC | 7 / 76 | $189.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Sora Investors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Universal Display Corp COM | $60.7M | 701.2K | 4.7% | ▲11× Added · +636K sh | |
| 2 | ASML Hldg NV N Y REGISTRY SHS | $57.5M | 28.9K | 4.4% | ▼−22% Reduced · −8K sh | |
| 3 | Advanced Energy Inds COM | $52.2M | 140.0K | 4.0% | ▲+16% Added · +20K sh | |
| 4 | MKS Inc. COM | $47.8M | 107.5K | 3.7% | ▼−34% Reduced · −55K sh | |
| 5 | Qualcomm Inc COM | $46.9M | 253.7K | 3.6% | ▲New New position | |
| 6 | Amazon Com Inc COM | $46.1M | 193.4K | 3.5% | ▼−8.1% Reduced · −17K sh | |
| 7 | Taiwan Semiconductor Manufac SPONSORED ADS | $43.0M | 90.1K | 3.3% | ▲+481% Added · +75K sh | |
| 8 | Maxlinear Inc COM | $40.9M | 319.2K | 3.1% | ▼−62% Reduced · −527K sh | |
| 9 | Intel Corp COM | $40.7M | 291.8K | 3.1% | ▲New New position | |
| 10 | Synopsys Inc COM | $40.0M | 89.7K | 3.1% | ▼−2.0% Reduced · −2K sh | |
| 11 | Microsoft Corp COM | $40.0M | 107.1K | 3.1% | ▼−6.3% Reduced · −7K sh | |
| 12 | Everpure Inc CL A | $38.8M | 493.1K | 3.0% | ▲+354% Added · +385K sh | |
| 13 | Fox Corp CL A COM | $37.6M | 720.6K | 2.9% | ▲New New position | |
| 14 | Equinix Inc COM | $33.1M | 31.7K | 2.5% | ▲+68% Added · +13K sh | |
| 15 | Meta Platforms Inc CL A | $31.7M | 56.3K | 2.4% | ▲+18% Added · +8K sh | |
| 16 | Arista Networks Inc COM SHS | $30.0M | 176.4K | 2.3% | ▲New New position | |
| 17 | Mastercard Incorporated CL A | $29.3M | 57.1K | 2.3% | ▲+25% Added · +11K sh | |
| 18 | Motorola Solutions Inc COM NEW | $28.1M | 67.6K | 2.2% | ▲+62% Added · +26K sh | |
| 19 | Sba Communications Corp CL A | $26.1M | 148.0K | 2.0% | ▲+88% Added · +69K sh | |
| 20 | Charter Communications Inc CL A | $24.7M | 173.8K | 1.9% | ▲+508% Added · +145K sh | |
| 21 | Coherent Corp COM | $21.9M | 55.5K | 1.7% | ▼−35% Reduced · −30K sh | |
| 22 | Doordash Inc CL A | $21.4M | 115.8K | 1.6% | ▲+257% Added · +83K sh | |
| 23 | Verizon Communications Inc COM | $20.1M | 474.8K | 1.5% | ▲New New position | |
| 24 | Crown Castle Inc COM | $20.0M | 263.5K | 1.5% | ▲+568% Added · +224K sh | |
| 25 | Take-Two Interactive Softwar COM | $19.6M | 78.6K | 1.5% | ▼−35% Reduced · −43K sh | |
| 26 | Teradata Corp Del COM | $18.8M | 542.6K | 1.4% | ▲12× Added · +498K sh | |
| 27 | Aurora Innovation Inc CLASS A COM | $18.6M | 2.72M | 1.4% | ▲+94% Added · +1.3M sh | |
| 28 | Nvidia Corporation COM | $17.9M | 89.3K | 1.4% | ▲New New position | |
| 29 | Microchip Technology Inc. COM | $17.2M | 188.9K | 1.3% | ▲New New position | |
| 30 | Micron Technology Inc COM | $16.0M | 13.9K | 1.2% | ▼−40% Reduced · −9K sh | |
| 31 | Sandisk Corp COM | $15.9M | 7.0K | 1.2% | ▼−71% Reduced · −17K sh | |
| 32 | Workday Inc CL A | $15.4M | 126.0K | 1.2% | ▲New New position | |
| 33 | Airbnb Inc COM CL A | $15.4M | 107.6K | 1.2% | ▼−47% Reduced · −94K sh | |
| 34 | Sanmina Corp COM | $15.3M | 60.5K | 1.2% | ▲15× Added · +57K sh | |
| 35 | Echostar Corp CL A | $15.2M | 150.0K | 1.2% | ▲New New position | |
| 36 | Plexus Corp COM | $14.8M | 49.3K | 1.1% | ▼−2.2% Reduced · −1K sh | |
| 37 | Coupang Inc CL A | $14.4M | 828.6K | 1.1% | ▲+6.0% Added · +47K sh | |
| 38 | Snowflake Inc COM SHS | $14.3M | 56.0K | 1.1% | ▲+105% Added · +29K sh | |
| 39 | Spotify Technology S A SHS | $13.6M | 29.6K | 1.0% | ▲+37% Added · +8K sh | |
| 40 | First Solar Inc COM | $13.5M | 57.4K | 1.0% | ▼−40% Reduced · −38K sh | |
| 41 | Etsy Inc COM | $13.5M | 178.6K | 1.0% | ▲New New position | |
| 42 | Liberty Media Corp Del COM LBTY ONE S C | $12.4M | 129.9K | 0.9% | ▲New New position | |
| 43 | Arrow Electrs Inc COM | $12.3M | 57.8K | 0.9% | ▼−36% Reduced · −32K sh | |
| 44 | Jabil Inc COM | $11.9M | 30.7K | 0.9% | ▲+94% Added · +15K sh | |
| 45 | Keysight Technologies Inc COM | $11.3M | 32.2K | 0.9% | ▲New New position | |
| 46 | Affirm Hldgs Inc COM CL A | $10.4M | 127.7K | 0.8% | ▲New New position | |
| 47 | Dycom Inds Inc COM | $8.7M | 17.1K | 0.7% | ▲New New position | |
| 48 | Ambarella Inc SHS | $8.7M | 100.9K | 0.7% | ▲+71% Added · +42K sh | |
| 49 | Avnet Inc COM | $8.7M | 97.4K | 0.7% | ▲New New position | |
| 50 | Reddit Inc CL A | $7.5M | 43.2K | 0.6% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1894532/holdings"
Use Arkolith to show SORA INVESTORS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.