SORA INVESTORS LLC
13F filer · CIK 1894532 · Bryn Mawr, PA
Summary
SORA INVESTORS LLC reported $1.30B across 76 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are OLED (4.7%), ASML (4.4%), AEIS (4.0%). Versus 2026 Q1, leaving options aside, it opened 26 new positions, added to 24, trimmed 26 and sold out of 27.
Reported value$1.30B
Positions76
Report period2026 Q2
FiledAug 14, 2026
New positions26
Added24
Trimmed26
Sold out27
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 4.7%Value $60.71MPrice $76.16Shares 701K +978.71%Since Jun 30 -12.05%
Weight 4.4%Value $57.50MPrice $1834Shares 29K -22.44%Since Jun 30 -7.79%
Weight 4.0%Value $52.19MPrice $283.30Shares 140K +16.38%Since Jun 30 -24.02%
Weight 3.7%Value $47.81MPrice $266.02Shares 107K -33.96%Since Jun 30 -40.19%
Weight 3.6%Value $46.89MPrice $184.10Shares 254KSince Jun 30 -0.37%
Weight 3.5%Value $46.10MPrice $246.67Shares 193K -8.14%Since Jun 30 +3.50%
Weight 3.3%Value $43.01MPrice $456.94Shares 90K +480.97%Since Jun 30 -4.32%
Weight 3.1%Value $40.87MPrice $92.72Shares 319K -62.27%Since Jun 30 -27.58%
Weight 3.1%Value $40.74MPrice $115.93Shares 292KSince Jun 30 -16.97%
Weight 3.1%Value $39.99MPrice $415.09Shares 90K -2.03%Since Jun 30 -6.95%
Weight 3.1%Value $39.96MPrice $508.96Shares 107K -6.25%Since Jun 30 +36.44%
Weight 3.0%Value $38.85MPrice $130.05Shares 493K +354.15%Since Jun 30 +65.06%
Weight 2.9%Value $37.59MPrice $62.48Shares 721KSince Jun 30 +19.79%
Weight 2.5%Value $33.07MPrice $1015Shares 32K +68.27%Since Jun 30 -2.60%
Weight 2.4%Value $31.71MPrice $738.79Shares 56K +17.62%Since Jun 30 +31.16%
Weight 2.3%Value $29.96MPrice $202.86Shares 176KSince Jun 30 +19.41%
Weight 2.3%Value $29.35MPrice $563.58Shares 57K +25.01%Since Jun 30 +9.73%
Weight 2.2%Value $28.07MPrice $446.12Shares 68K +61.71%Since Jun 30 +7.42%
Weight 2.0%Value $26.12MPrice $162.81Shares 148K +88.35%Since Jun 30 -7.74%
Weight 1.9%Value $24.72MPrice $110.67Shares 174K +508.48%Since Jun 30 -22.18%
Weight 1.7%Value $21.91MPrice $292.21Shares 56K -35.40%Since Jun 30 -25.92%
Weight 1.6%Value $21.36MPrice $187.10Shares 116K +257.02%Since Jun 30 +1.39%
Weight 1.5%Value $20.10MPrice $45.98Shares 475KSince Jun 30 +8.60%
Weight 1.5%Value $19.95MPrice $67.07Shares 263K +567.97%Since Jun 30 -11.44%
Weight 1.5%Value $19.64MPrice $202.78Shares 79K -35.29%Since Jun 30 -18.88%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 4.7% | $60.71M | -12.05% | +978.71% | Add | |
| 4.4% | $57.50M | -7.79% | -22.44% | Trim | |
| 4.0% | $52.19M | -24.02% | +16.38% | Add | |
| 3.7% | $47.81M | -40.19% | -33.96% | Trim | |
| 3.6% | $46.89M | -0.37% | — | New | |
| 3.5% | $46.10M | +3.50% | -8.14% | Trim | |
| 3.3% | $43.01M | -4.32% | +480.97% | Add | |
| 3.1% | $40.87M | -27.58% | -62.27% | Trim | |
| 3.1% | $40.74M | -16.97% | — | New | |
| 3.1% | $39.99M | -6.95% | -2.03% | Trim | |
| 3.1% | $39.96M | +36.44% | -6.25% | Trim | |
| 3.0% | $38.85M | +65.06% | +354.15% | Add | |
| 2.9% | $37.59M | +19.79% | — | New | |
| 2.5% | $33.07M | -2.60% | +68.27% | Add | |
| 2.4% | $31.71M | +31.16% | +17.62% | Add | |
| 2.3% | $29.96M | +19.41% | — | New | |
| 2.3% | $29.35M | +9.73% | +25.01% | Add | |
| 2.2% | $28.07M | +7.42% | +61.71% | Add | |
| 2.0% | $26.12M | -7.74% | +88.35% | Add | |
| 1.9% | $24.72M | -22.18% | +508.48% | Add | |
| 1.7% | $21.91M | -25.92% | -35.40% | Trim | |
| 1.6% | $21.36M | +1.39% | +257.02% | Add | |
| 1.5% | $20.10M | +8.60% | — | New | |
| 1.5% | $19.95M | -11.44% | +567.97% | Add | |
| 1.5% | $19.64M | -18.88% | -35.29% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.