Titelia

Holdings of SORA INVESTORS LLC

69 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 35.5 % of the equity sleeve

Sector breakdown

  • Technology 41.4 %
  • Communication 10.5 %
  • Financials 9.4 %
  • Consumer discretionary 7.2 %
  • Real estate 3.4 %
  • Industrials 2.5 %
  • Consumer staples 1.0 %
  • Materials 0.6 %
  • Unattributed 23.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 91.9 %
  • NL 5.7 %
  • GB 1.3 %
  • KY 0.6 %
  • TW 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US64940.6M $91.94 %
2NL257.9M $5.66 %
3GB112.9M $1.26 %
4KY16.5M $0.64 %
5TW15.2M $0.51 %

Positions

RankCompanySharesValueWeight
1ASML Holding NV 37,26849.2M $
2Amazon.com Inc 210,56843.9M $
3Microsoft Corp 114,27842.3M $
4Advanced Energy Industries Inc 120,26838.8M $
5MKS Inc 162,76237.4M $
6Synopsys Inc 91,51636.3M $
7Intuit Inc 72,97631.6M $
8VeriSign Inc 115,70128.7M $
9Meta Platforms Inc 47,85827.4M $
10S&P Global Inc 64,29627.3M $
11Monolithic Power Systems Inc 24,58526.9M $
12Semtech Corp 344,04726.5M $
13Airbnb Inc 201,28725.4M $
14Cisco Systems, Inc. 309,62224M $
15Take-Two Interactive Software Inc 121,42924M $
16Mastercard Inc 45,71122.8M $
17T-Mobile US Inc 107,14722.5M $
18Visa Inc 71,42821.6M $
19Coherent Corp 85,96620.5M $
20First Solar Inc 95,43218.8M $
21Equinix Inc 18,85218.5M $
22Motorola Solutions Inc 41,79318.1M $
23Global Payments Inc 267,75418M $
24TransUnion 257,14117.8M $
25F5 Inc 58,84317M $
26Lumentum Holdings Inc 22,85316.1M $
27Applied Materials Inc 46,42915.9M $
28Sandisk Corp/DE 23,97715.2M $
29Astera Labs Inc 136,07914.9M $
30Coupang Inc 781,55314.8M $
31MaxLinear Inc 846,10514.7M $
32MongoDB Inc 58,86314.4M $
33Sunrun Inc 1,013,15713.7M $
34SBA Communications Corp 78,57313.5M $
35Arrow Electronics Inc 90,00012.9M $
36ARM Holdings PLC 85,00012.9M $
37Omnicom Group Inc 142,86110.8M $
38Plexus Corp 50,40910.2M $
39Sea Ltd 120,32910M $
40STMicroelectronics NV 250,0008.6M $
41Datadog Inc 72,2868.5M $
42AT&T Inc 292,8578.5M $
43Live Nation Entertainment Inc 54,3658.3M $
44Uber Technologies Inc 114,2868.2M $
45Micron Technology Inc 23,0007.8M $
46Array Technologies Inc 981,1007.1M $
47Block Inc 114,2866.9M $
48Silicon Motion Technology Corp 58,1666.5M $
49Everpure Inc 108,5716.4M $
50Charter Communications, Inc. 28,5716.2M $
51Power Integrations Inc 120,0006.1M $
52Universal Display Corp 65,0006M $
53Aurora Innovation Inc 1,402,8535.8M $
54Taiwan Semiconductor Manufacturing Co Ltd 15,5005.2M $
55DoorDash Inc 32,4294.9M $
56Archer Aviation Inc 927,6284.8M $
57Lattice Semiconductor Corp 50,0004.6M $
58Jabil Inc 15,8194.2M $
59Snowflake Inc 27,3054.1M $
60Toast Inc 142,8573.8M $
61Crown Castle Inc 39,4433.2M $
62Versant Media Group Inc 85,7143.2M $
63Paycom Software Inc 22,7132.8M $
64Autodesk Inc 9,5002.3M $
65Teradata Corp 45,0001.2M $
66Shoals Technologies Group Inc 168,0001.1M $
67Zoom Communications Inc 8,000643.1K $
68Sanmina Corp 4,000518.6K $
69Palo Alto Networks Inc 3,000481K $