SORA INVESTORS LLC: 13F holdings
CIK 18945322026Q2
| Positions | 76 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 76 (-1 vs prior quarter) |
|---|
| Reported value | $1.3bn (+20.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| OLED UNIVERSAL DISPLAY CORP | 701,163 | $60.7m | 4.7% |
| ASML HLDG NV | 28,904 | $57.5m | 4.4% |
| AEIS ADVANCED ENERGY INDS | 139,963 | $52.2m | 4.0% |
| MKSI MKS INC. | 107,496 | $47.8m | 3.7% |
| QCOM QUALCOMM INC | 253,732 | $46.9m | 3.6% |
| AMZN AMAZON COM INC | 193,437 | $46.1m | 3.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 90,051 | $43.0m | 3.3% |
| MXL MAXLINEAR INC | 319,217 | $40.9m | 3.1% |
| INTC INTEL CORP | 291,791 | $40.7m | 3.1% |
| SNPS SYNOPSYS INC | 89,659 | $40.0m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1894532")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples