Fund Holdings

SORA INVESTORS LLC

Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Change
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MKS INC.0162,762+162,762037,404,335+37,404,335
AIRBNB INC0201,287+201,287025,418,522+25,418,522
CISCO SYS INC0309,622+309,622024,023,571+24,023,571
TAKE-TWO INTERACTIVE SOFTWAR0121,429+121,429023,982,228+23,982,228
SEAGATE TECHNOLOGY HLDNGS PL060,342+60,342023,639,582+23,639,582
T-MOBILE US INC0107,147+107,147022,504,084+22,504,084
VISA INC071,428+71,428021,588,399+21,588,399
MOTOROLA SOLUTIONS INC041,793+41,793018,136,908+18,136,908
TRANSUNION0257,141+257,141017,791,586+17,791,586
F5 INC058,843+58,843017,025,045+17,025,045
LUMENTUM HLDGS INC022,853+22,853016,060,174+16,060,174
COUPANG INC0781,553+781,553014,755,721+14,755,721
MAXLINEAR INC0846,105+846,105014,713,766+14,713,766
SYNOPSYS INC091,516+91,516036,284,264+36,284,264
INTUIT072,976+72,976031,553,363+31,553,363
MONOLITHIC PWR SYS INC024,585+24,585026,880,010+26,880,010
VERISIGN INC0115,701+115,701028,735,500+28,735,500
ARROW ELECTRS INC090,000+90,000012,906,900+12,906,900
ARM HOLDINGS PLC085,000+85,000012,858,800+12,858,800
META PLATFORMS INC047,858+47,858027,380,998+27,380,998
SBA COMMUNICATIONS CORP078,573+78,573013,523,199+13,523,199
PLEXUS CORP050,409+50,409010,209,839+10,209,839
SEA LTD0120,329+120,32909,964,444+9,964,444
STMICROELECTRONICS N V0250,000+250,00008,637,500+8,637,500
DATADOG INC072,286+72,28608,533,362+8,533,362
SANDISK CORP023,977+23,977015,233,547+15,233,547
FLEXTRONICS INTL LTD0233,197+233,197015,265,076+15,265,076
BLOCK INC0114,286+114,28606,877,731+6,877,731
EVERPURE INC0108,571+108,57106,410,032+6,410,032
ARRAY TECHNOLOGIES INC0981,100+981,10007,093,353+7,093,353
AT&T INC0292,857+292,85708,489,924+8,489,924
LIVE NATION ENTERTAINMENT IN054,365+54,36508,291,206+8,291,206
AURORA INNOVATION INC01,402,853+1,402,85305,779,754+5,779,754
TAIWAN SEMICONDUCTOR MANUFAC015,500+15,50005,238,225+5,238,225
OMNICOM GROUP INC0142,861+142,861010,758,862+10,758,862
POWER INTEGRATIONS INC0120,000+120,00006,144,000+6,144,000
FIRST SOLAR INC095,432+95,432018,824,916+18,824,916
VERSANT MEDIA GROUP INC085,714+85,71403,173,132+3,173,132
DOORDASH INC032,429+32,42904,869,214+4,869,214
GLOBALFOUNDRIES INC0149,880+149,88006,666,662+6,666,662
COHERENT CORP085,966+85,966020,477,961+20,477,961
PAYCOM SOFTWARE INC022,713+22,71302,760,538+2,760,538
ARCHER AVIATION INC0927,628+927,62804,795,837+4,795,837
SUNRUN INC01,013,157+1,013,157013,738,409+13,738,409
ADVANCED ENERGY INDS0120,268+120,268038,811,686+38,811,686
JABIL INC015,819+15,81904,202,001+4,202,001
SEMTECH CORP0344,047+344,047026,453,774+26,453,774
SHOALS TECHNOLOGIES GROUP IN0168,000+168,00001,105,440+1,105,440
ASTERA LABS INC0136,079+136,079014,914,258+14,914,258
ZOOM COMMUNICATIONS INC08,000+8,0000643,120+643,120
CROWN CASTLE INC039,443+39,44303,207,110+3,207,110
TERADATA CORP DEL045,000+45,00001,153,350+1,153,350
AUTODESK INC09,500+9,50002,274,300+2,274,300
INNOVIZ TECHNOLOGIES LTD038,970+38,970024,649+24,649
ENOVIX CORPORATION000000
SANMINA CORP04,000+4,0000518,560+518,560
CINEMARK HLDGS INC000000
GLOBAL PMTS INC0267,754+267,754018,019,844+18,019,844
GITLAB INC000000
FLUTTER ENTMT PLC000000
MOBILEYE GLOBAL INC000000
TRIMBLE INC000000
MONGODB INC058,863+58,863014,407,897+14,407,897
CARVANA CO000000
UBER TECHNOLOGIES INC0114,286+114,28608,220,592+8,220,592
ZEBRA TECHNOLOGIES CORPORATI000000
ASML HLDG NV037,268+37,268049,224,692+49,224,692
ELASTIC N V056,206+56,20602,809,738+2,809,738
FORMFACTOR INC000000
REMITLY GLOBAL INC000000
AMAZON COM INC0210,568+210,568043,854,997+43,854,997
DUOLINGO INC000000
FABRINET01,500+1,5000782,280+782,280
IRON MTN INC DEL000000
WESTERN DIGITAL CORP000000
SILICON MOTION TECHNOLOGY CO058,166+58,16606,531,460+6,531,460
GLOBANT S A000000
TE CONNECTIVITY PLC000000
ACCENTURE PLC IRELAND000000
CHARTER COMMUNICATIONS INC028,571+28,57106,167,907+6,167,907
HUBSPOT INC000000
PALO ALTO NETWORKS INC03,000+3,0000480,960+480,960
APPLE INC000000
S&P GLOBAL INC064,296+64,296027,347,661+27,347,661
SNOWFLAKE INC027,305+27,30504,118,140+4,118,140
AMBARELLA INC059,092+59,09203,041,761+3,041,761
REDDIT INC000000
EQUINIX INC018,852+18,852018,479,484+18,479,484
SPOTIFY TECHNOLOGY S A021,646+21,646010,496,362+10,496,362
TOAST INC0142,857+142,85703,787,139+3,787,139
ATLASSIAN CORPORATION000000
LATTICE SEMICONDUCTOR CORP050,000+50,00004,638,000+4,638,000
EPAM SYS INC000000
DISNEY WALT CO000000
MICROSOFT CORP0114,278+114,278042,302,287+42,302,287
MICRON TECHNOLOGY INC023,000+23,00007,770,320+7,770,320
UNIVERSAL DISPLAY CORP065,000+65,00005,957,900+5,957,900
SHOPIFY INC000000
MICROCHIP TECHNOLOGY INC.000000
SERVICENOW INC000000
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