Sora Investors LLC holds a diversified book of 77 stocks worth $1.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened MKS Inc and trimmed ASML Holding NV-NY Reg SHS. Their largest long position is ASML Holding NV-NY Reg SHS at 5% of the equity book.
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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.
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.
99% 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, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | ASML Hldg NV N Y REGISTRY SHS | $49.2M | 37.3K | 4.5% | ▼−23% Reduced · −11K sh | |
| 2 | Amazon Com Inc COM | $43.9M | 210.6K | 4.0% | ▲+2.3% Added · +5K sh | |
| 3 | Microsoft Corp COM | $42.3M | 114.3K | 3.9% | ▼−2.5% Reduced · −3K sh | |
| 4 | Advanced Energy Inds COM | $38.8M | 120.3K | 3.6% | ▼−31% Reduced · −55K sh | |
| 5 | MKS Inc. COM | $37.4M | 162.8K | 3.4% | ▲New New position | |
| 6 | Synopsys Inc COM | $36.3M | 91.5K | 3.3% | ▲+91% Added · +44K sh | |
| 7 | Intuit COM | $31.6M | 73.0K | 2.9% | ▲+172% Added · +46K sh | |
| 8 | Verisign Inc COM | $28.7M | 115.7K | 2.6% | ▲+82% Added · +52K sh | |
| 9 | Meta Platforms Inc CL A | $27.4M | 47.9K | 2.5% | ▲+92% Added · +23K sh | |
| 10 | S&P Global Inc COM | $27.3M | 64.3K | 2.5% | ▼−3.0% Reduced · −2K sh | |
| 11 | Monolithic PWR Sys Inc COM | $26.9M | 24.6K | 2.5% | ▲+66% Added · +10K sh | |
| 12 | Semtech Corp COM | $26.5M | 344.0K | 2.4% | ▲+1.9% Added · +7K sh | |
| 13 | Airbnb Inc COM CL A | $25.4M | 201.3K | 2.3% | ▲New New position | |
| 14 | Cisco Sys Inc COM | $24.0M | 309.6K | 2.2% | ▲New New position | |
| 15 | Take-Two Interactive Softwar COM | $24.0M | 121.4K | 2.2% | ▲New New position | |
| 16 | Seagate Technology HLDNGS PL ORD SHS | $23.6M | 60.3K | 2.2% | ▲New New position | |
| 17 | Mastercard Incorporated CL A | $22.8M | 45.7K | 2.1% | ▼−37% Reduced · −27K sh | |
| 18 | T-Mobile US Inc COM | $22.5M | 107.1K | 2.1% | ▲New New position | |
| 19 | Visa Inc COM CL A | $21.6M | 71.4K | 2.0% | ▲New New position | |
| 20 | Coherent Corp COM | $20.5M | 86.0K | 1.9% | ▼−10% Reduced · −10K sh | |
| 21 | First Solar Inc COM | $18.8M | 95.4K | 1.7% | ▲+62% Added · +37K sh | |
| 22 | Equinix Inc COM | $18.5M | 18.9K | 1.7% | ▼−50% Reduced · −19K sh | |
| 23 | Motorola Solutions Inc COM NEW | $18.1M | 41.8K | 1.7% | ▲New New position | |
| 24 | Global PMTS Inc COM | $18.0M | 267.8K | 1.7% | ▲+5.9% Added · +15K sh | |
| 25 | Transunion COM | $17.8M | 257.1K | 1.6% | ▲New New position | |
| 26 | F5 Inc COM | $17.0M | 58.8K | 1.6% | ▲New New position | |
| 27 | Lumentum Hldgs Inc COM | $16.1M | 22.9K | 1.5% | ▲New New position | |
| 28 | Applied Matls Inc COM | $15.9M | 46.4K | 1.5% | ▼−77% Reduced · −158K sh | |
| 29 | Flextronics Intl Ltd ORD | $15.3M | 233.2K | 1.4% | ▲+85% Added · +107K sh | |
| 30 | Sandisk Corp COM | $15.2M | 24.0K | 1.4% | ▼−18% Reduced · −5K sh | |
| 31 | Astera Labs Inc COM | $14.9M | 136.1K | 1.4% | ▲+63% Added · +53K sh | |
| 32 | Coupang Inc CL A | $14.8M | 781.6K | 1.4% | ▲New New position | |
| 33 | Maxlinear Inc COM | $14.7M | 846.1K | 1.4% | ▲New New position | |
| 34 | Mongodb Inc CL A | $14.4M | 58.9K | 1.3% | ▲+49% Added · +19K sh | |
| 35 | Sunrun Inc COM | $13.7M | 1.01M | 1.3% | ▲+60% Added · +379K sh | |
| 36 | Sba Communications Corp CL A | $13.5M | 78.6K | 1.2% | ▲+388% Added · +62K sh | |
| 37 | Arrow Electrs Inc COM | $12.9M | 90.0K | 1.2% | ▲New New position | |
| 38 | Arm Holdings PLC SPONSORED ADS | $12.9M | 85.0K | 1.2% | ▲New New position | |
| 39 | Omnicom Group Inc COM | $10.8M | 142.9K | 1.0% | ▲+95% Added · +69K sh | |
| 40 | Spotify Technology S A SHS | $10.5M | 21.6K | 1.0% | ▼−41% Reduced · −15K sh | |
| 41 | Plexus Corp COM | $10.2M | 50.4K | 0.9% | ▲New New position | |
| 42 | Sea Ltd SPONSORD ADS | $10.0M | 120.3K | 0.9% | ▲New New position | |
| 43 | Stmicroelectronics N V NY REGISTRY | $8.6M | 250.0K | 0.8% | ▲New New position | |
| 44 | Datadog Inc CL A COM | $8.5M | 72.3K | 0.8% | ▲New New position | |
| 45 | AT&T Inc COM | $8.5M | 292.9K | 0.8% | ▲+211% Added · +199K sh | |
| 46 | Live Nation Entertainment In COM | $8.3M | 54.4K | 0.8% | ▲+255% Added · +39K sh | |
| 47 | Uber Technologies Inc COM | $8.2M | 114.3K | 0.8% | ▼−11% Reduced · −14K sh | |
| 48 | Micron Technology Inc COM | $7.8M | 23.0K | 0.7% | ▼−71% Reduced · −57K sh | |
| 49 | Array Technologies Inc COM SHS | $7.1M | 981.1K | 0.7% | ▲+870% Added · +880K sh | |
| 50 | Block Inc CL A | $6.9M | 114.3K | 0.6% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.