Institutional Fund
Sora Investors LLC
Bryn Mawr, PACIK 18945325 filings on record
Portfolio Value
$1.09B
Q1 2026
Holdings
77
Reported positions
New Buys
27
Opened this quarter
QoQ Change
-6.5%
from $1.16B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Asml Holding N V4.5%
- Amazon Com Inc4.0%
- Microsoft Corp3.9%
- Advanced Energy Inds3.6%
- Mks Inc.3.4%
- Synopsys Inc3.3%
- Other77.2%
Portfolio Holdings
77 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Asml Holding N V | 37.3K | $49.22M | 4.5% | −11.4K | Reduced |
| 2 | Amazon Com Inc | 210.6K | $43.85M | 4.0% | +4.8K | Added |
| 3 | Microsoft Corp | 114.3K | $42.30M | 3.9% | −2.9K | Reduced |
| 4 | Advanced Energy Inds | 120.3K | $38.81M | 3.6% | −55.3K | Reduced |
| 5 | Mks Inc. | 162.8K | $37.40M | 3.4% | +162.8K | New |
| 6 | Synopsys Inc | 91.5K | $36.28M | 3.3% | +43.6K | Added |
| 7 | Intuit | 73.0K | $31.55M | 2.9% | +46.1K | Added |
| 8 | Verisign Inc | 115.7K | $28.74M | 2.6% | +52.2K | Added |
| 9 | Meta Platforms Inc | 47.9K | $27.38M | 2.5% | +23.0K | Added |
| 10 | S&P Global Inc | 64.3K | $27.35M | 2.5% | −2.0K | Reduced |
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