The Analysis of SORA INVESTORS LLC's Holdings
Currently, SORA INVESTORS LLC holds 82 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in AMAT (+205.7K shares, valued at $42.1M), V (+72.3K shares, valued at $24.7M), TMUS (+99.3K shares, valued at $23.8M); decreased their positions in SIMO (-233.9K shares, valued at $22.2M), CMCSA (-542.9K shares, valued at $17.1M), FI (-126.9K shares, valued at $16.4M); initiated new positions in AMAT (+205.7K shares, valued at $42.1M), TMUS (+99.3K shares, valued at $23.8M), NFLX (+18.6K shares, valued at $22.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION276.5K shares13.18%2025-09-302025-11-14
AMAT APPLIED MATLS INC205.7K sharesnew addition2025-09-302025-11-14 ASML ASML HOLDING N V39.0K shares-12.95%2025-09-302025-11-14 MSFT MICROSOFT CORP68.6K shares9.08%2025-09-302025-11-14 FSLR FIRST SOLAR INC159.5K shares-7.76%2025-09-302025-11-14 AMZN AMAZON COM INC157.1K shares-8.33%2025-09-302025-11-14 COHR COHERENT CORP276.5K shares9.26%2025-09-302025-11-14 MCHP MICROCHIP TECHNOLOGY INC.423.0K shares46.39%2025-09-302025-11-14 SPGI S&P GLOBAL INC55.7K shares41.76%2025-09-302025-11-14 V VISA INC78.6K shares1142.51%2025-09-302025-11-14 DIS DISNEY WALT CO210.0K shares-17.93%2025-09-302025-11-14 TMUS T-MOBILE US INC99.3K sharesnew addition2025-09-302025-11-14 NFLX NETFLIX INC18.6K sharesnew addition2025-09-302025-11-14 META META PLATFORMS INC30.0K shares10.53%2025-09-302025-11-14 VRSN VERISIGN INC78.6K shares174.99%2025-09-302025-11-14 WIX WIX COM LTD114.3K sharesnew addition2025-09-302025-11-14 SPOT SPOTIFY TECHNOLOGY S A28.6K shares233.27%2025-09-302025-11-14 ENTG ENTEGRIS INC215.5K shares156.31%2025-09-302025-11-14 EQIX EQUINIX INC25.0K shares-12.51%2025-09-302025-11-14 OLED UNIVERSAL DISPLAY CORP136.2K shares4.18%2025-09-302025-11-14 TRU TRANSUNION216.0K shares-15.34%2025-09-302025-11-14 NXPI NXP SEMICONDUCTORS N V77.2K sharesnew addition2025-09-302025-11-14 CRM SALESFORCE INC71.4K shares-11.70%2025-09-302025-11-14 SBAC SBA COMMUNICATIONS CORP NEW85.7K sharesnew addition2025-09-302025-11-14 ACN ACCENTURE PLC IRELAND62.9K sharesnew addition2025-09-302025-11-14 ZBRA ZEBRA TECHNOLOGIES CORPORATI51.8K sharesnew addition2025-09-302025-11-14 MELI MERCADOLIBRE INC6.4K sharesnew addition2025-09-302025-11-14 CMCSA COMCAST CORP NEW471.4K shares-53.52%2025-09-302025-11-14 HUBS HUBSPOT INC31.4K sharesnew addition2025-09-302025-11-14 JBL JABIL INC66.3K sharesnew addition2025-09-302025-11-14 FLEX FLEX LTD242.3K shares332.61%2025-09-302025-11-14 SMTC SEMTECH CORP185.2K shares208.74%2025-09-302025-11-14 WDAY WORKDAY INC54.3K shares-36.66%2025-09-302025-11-14 AMBA AMBARELLA INC152.4K shares100.73%2025-09-302025-11-14 ORCL ORACLE CORP42.9K sharesnew addition2025-09-302025-11-14 DASH DOORDASH INC42.9K shares-51.60%2025-09-302025-11-14 TEAM ATLASSIAN CORPORATION71.4K shares42.86%2025-09-302025-11-14 INTU INTUIT16.4K sharesnew addition2025-09-302025-11-14 SMCI SUPER MICRO COMPUTER INC233.3K sharesnew addition2025-09-302025-11-14 MDB MONGODB INC35.7K shares-3.84%2025-09-302025-11-14 RUN SUNRUN INC604.1K sharesnew addition2025-09-302025-11-14 XYZ BLOCK INC142.8K shares-45.06%2025-09-302025-11-14 IRM IRON MTN INC DEL100.3K shares4.52%2025-09-302025-11-14 CCI CROWN CASTLE INC105.0K shares-28.20%2025-09-302025-11-14 IPG INTERPUBLIC GROUP COS INC341.0K sharesnew addition2025-09-302025-11-14 DDOG DATADOG INC62.9K shares-37.14%2025-09-302025-11-14 PANW PALO ALTO NETWORKS INC42.9K sharesnew addition2025-09-302025-11-14 WDC WESTERN DIGITAL CORP72.0K sharesnew addition2025-09-302025-11-14 ETSY ETSY INC125.7K sharesnew addition2025-09-302025-11-14 FUN SIX FLAGS ENTERTAINMENT CORP356.4K sharesnew addition2025-09-302025-11-14 APP APPLOVIN CORP11.0K shares-59.48%2025-09-302025-11-14 ESTC ELASTIC N V88.6K shares19.23%2025-09-302025-11-14 SIMO SILICON MOTION TECHNOLOGY CO71.5K shares-76.58%2025-09-302025-11-14 CFLT CONFLUENT INC328.6K sharesnew addition2025-09-302025-11-14 IT GARTNER INC24.3K shares433.33%2025-09-302025-11-14 FI FISERV INC47.5K shares-72.76%2025-09-302025-11-14 G GENPACT LIMITED142.9K shares27.22%2025-09-302025-11-14 TWLO TWILIO INC57.1K sharesnew addition2025-09-302025-11-14 SNPS SYNOPSYS INC11.4K shares107.31%2025-09-302025-11-14 TXN TEXAS INSTRS INC29.8K sharesnew addition2025-09-302025-11-14 SRAD SPORTRADAR GROUP AG200.9K sharesnew addition2025-09-302025-11-14 AEIS ADVANCED ENERGY INDS30.6K shares63.64%2025-09-302025-11-14 EPAM EPAM SYS INC34.1K shares-19.40%2025-09-302025-11-14 GLOB GLOBANT S A85.3K shares-33.55%2025-09-302025-11-14 SNDK SANDISK CORP43.4K shares-72.96%2025-09-302025-11-14 CVNA CARVANA CO12.8K sharesnew addition2025-09-302025-11-14 GPN GLOBAL PMTS INC57.1K sharesnew addition2025-09-302025-11-14 MBLY MOBILEYE GLOBAL INC327.9K shares-63.42%2025-09-302025-11-14 INVZ INNOVIZ TECHNOLOGIES LTD2.2M sharesnew addition2025-09-302025-11-14 AAPL APPLE INC17.1K shares-3.29%2025-09-302025-11-14 MKSI MKS INC.34.0K shares-41.13%2025-09-302025-11-14 FORM FORMFACTOR INC113.5K shares1.23%2025-09-302025-11-14 ARW ARROW ELECTRS INC31.7K sharesnew addition2025-09-302025-11-14 TRMB TRIMBLE INC44.0K shares-51.20%2025-09-302025-11-14 RDDT REDDIT INC14.3K shares-80.00%2025-09-302025-11-14 GTLB GITLAB INC72.0K shares67.97%2025-09-302025-11-14 DKNG DRAFTKINGS INC NEW78.2K shares-67.80%2025-09-302025-11-14 IONQ IONQ INC35.0K sharesnew addition2025-09-302025-11-14 ACHR ARCHER AVIATION INC200.0K shares-86.75%2025-09-302025-11-14 SANM SANMINA CORPORATION15.1K shares-31.28%2025-09-302025-11-14 ENVX ENOVIX CORPORATION155.4K shares-83.64%2025-09-302025-11-14 TDC TERADATA CORP DEL70.3K shares27.77%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available