SORA INVESTORS LLC — 13F holdings

SORA INVESTORS LLC reported 76 holdings worth $1.30B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. OLED UNIVERSAL DISPLAY CORP — $60.7M (4.7%)
2. ASML ASML HOLDING N V — $57.5M (4.4%)
3. AEIS ADVANCED ENERGY INDS — $52.2M (4.0%)
4. MKSI MKS INC. — $47.8M (3.7%)
5. QCOM QUALCOMM INC — $46.9M (3.6%)
6. AMZN AMAZON COM INC — $46.1M (3.5%)
7. TSM TAIWAN SEMICONDUCTOR MFG LTD — $43.0M (3.3%)
8. MXL MAXLINEAR INC — $40.9M (3.1%)
9. INTC INTEL CORP — $40.7M (3.1%)
10. SNPS Synopsys Inc — $40.0M (3.1%)