Sora Investors
Sora Investors reported 76 stocks worth $1.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are OLED (4.7%), ASML (4.4%) and AEIS (4.0%). Compared with Q1 2026, the fund opened new positions in QCOM, INTC and FOXA, added to OLED, AEIS and TSM, trimmed ASML, MKSI and AMZN and sold out of VRSN, MPWR and SMTC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  OLED Universal Display Corp | $60.7M | 4.7% | 701K | +636K (+979%) | 8 of 8 | |
| 2 |  ASML Asml Holding N V | $57.5M | 4.4% | 29K | −8,364 (−22%) | 8 of 8 | |
| 3 |  AEIS Advanced Energy Inds | $52.2M | 4.0% | 140K | +20K (+16%) | 8 of 8 | |
| 4 |  MKSI Mks Inc. | $47.8M | 3.7% | 107K | −55K (−34%) | 4 of 8 | |
| 5 |  QCOM Qualcomm Inc | $46.9M | 3.6% | 254K | New position | 1 of 8 | |
| 6 |  AMZN Amazon Com Inc | $46.1M | 3.5% | 193K | −17K (−8%) | 7 of 8 | |
| 7 |  TSM Taiwan Semiconductor Mfg Ltd | $43M | 3.3% | 90K | +75K (+481%) | 2 of 8 | |
| 8 |  MXL Maxlinear Inc | $40.9M | 3.1% | 319K | −527K (−62%) | 2 of 8 | |
| 9 |  INTC Intel Corp | $40.7M | 3.1% | 292K | New position | 1 of 8 | |
| 10 |  SNPS Synopsys Inc | $40M | 3.1% | 90K | −1,857 (−2%) | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VRSN Verisign Inc | $28.7M | 116K |
 MPWR Monolithic Pwr Sys Inc | $26.9M | 25K |
 SMTC Semtech Corp | $26.5M | 344K |
 CSCO Cisco Sys Inc | $24M | 310K |
 STX Seagate Technology Hldngs PL | $23.6M | 60K |
🔒 Free account: see all 27.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sora Investors 13F FAQ
What does Sora Investors own?
Sora Investors reported 76 stocks worth $1.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are OLED (4.7%), ASML (4.4%) and AEIS (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did Sora Investors buy and sell in Q2 2026?
Compared with Q1 2026: 26 new positions, 24 added to, 26 trimmed and 27 sold out. New positions include QCOM, INTC and FOXA. It sold all of VRSN, MPWR and SMTC.
When will Sora Investors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sora Investors's portfolio worth?
The Q2 2026 filing reports $1.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.