SORA INVESTORS LLC
BRYN MAWR PA · SEC CIK 0001894532
$13.04亿2026Q2 申报市值
76持仓数
36.5%前十大占比 · 第一大 4.7%
16 / 27新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
OLED 加仓+$5,508.54万
QCOM 新建仓+$4,688.71万
INTC 新建仓+$4,074.28万
FOXA 新建仓+$3,758.69万
TSM 加仓+$3,560.33万
2026Q2 卖出最多 按季末市值估算
MXL 减仓-$6,745.75万
SNDK 减仓-$3,860.11万
FLEX 减仓-$3,698.39万
VRSN 清仓-$2,873.55万
MPWR 清仓-$2,688.00万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -115,701 | -100.0% | -$2,873.55万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -24,585 | -100.0% | -$2,688.00万 | 清仓 |
| SMTC | SEMTECH CORP | $0 | 0.00% | 0 | -344,047 | -100.0% | -$2,645.38万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -309,622 | -100.0% | -$2,402.36万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | -60,342 | -100.0% | -$2,363.96万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -71,428 | -100.0% | -$2,158.84万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -267,754 | -100.0% | -$1,801.98万 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -257,141 | -100.0% | -$1,779.16万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -46,429 | -100.0% | -$1,586.90万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -136,079 | -100.0% | -$1,491.43万 | 清仓 |
| RUN | SUNRUN INC | $0 | 0.00% | 0 | -1,013,157 | -100.0% | -$1,373.84万 | 清仓 |
| ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | -85,000 | -100.0% | -$1,285.88万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -142,861 | -100.0% | -$1,075.89万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -120,329 | -100.0% | -$996.44万 | 清仓 |
| STM | STMICROELECTRONICS N V | $0 | 0.00% | 0 | -250,000 | -100.0% | -$863.75万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -72,286 | -100.0% | -$853.34万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -292,857 | -100.0% | -$848.99万 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -54,365 | -100.0% | -$829.12万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -114,286 | -100.0% | -$822.06万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -114,286 | -100.0% | -$687.77万 | 清仓 |
| GFS | GLOBALFOUNDRIES INC | $0 | 0.00% | 0 | -149,880 | -100.0% | -$666.67万 | 清仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $0 | 0.00% | 0 | -58,166 | -100.0% | -$653.15万 | 清仓 |
| POWI | POWER INTEGRATIONS INC | $0 | 0.00% | 0 | -120,000 | -100.0% | -$614.40万 | 清仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -50,000 | -100.0% | -$463.80万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -9,500 | -100.0% | -$227.43万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -1,500 | -100.0% | -$78.23万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$64.31万 | 清仓 |
| — | INNOVIZ TECHNOLOGIES LTD | $3.01万 | 0.00% | 39,551 | 581 | 1.5% | $442 | 加仓 |
| TWLO | TWILIO INC | $63.32万 | 0.05% | 3,069 | -113,275 | -97.4% | -$2,337.20万 | 重新持有 |
| FLEX | FLEX LTD | $81.03万 | 0.06% | 5,000 | -228,197 | -97.9% | -$3,698.39万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $82.63万 | 0.06% | 2,423 | -577 | -19.2% | -$19.68万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $84.98万 | 0.07% | 140,000 | 18,602 | 15.3% | $11.29万 | 重新持有 |
| ESTC | ELASTIC N V | $93.35万 | 0.07% | 16,372 | -39,834 | -70.9% | -$227.13万 | 减仓 |
| HUBS | HUBSPOT INC | $94.91万 | 0.07% | 5,200 | -10,959 | -67.8% | -$200.01万 | 重新持有 |
| PAYC | PAYCOM SOFTWARE INC | $96.85万 | 0.07% | 7,706 | -15,007 | -66.1% | -$188.61万 | 减仓 |
| INTU | INTUIT | $130.84万 | 0.10% | 5,013 | -67,963 | -93.1% | -$1,773.83万 | 减仓 |
| BETA | BETA TECHNOLOGIES INC | $144.05万 | 0.11% | 86,000 | 86,000 | — | $144.05万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $144.79万 | 0.11% | 5,500 | -4,616 | -45.6% | -$121.52万 | 重新持有 |
| NOW | SERVICENOW INC | $165.34万 | 0.13% | 16,654 | -89,057 | -84.2% | -$884.16万 | 重新持有 |
| SPGI | S&P GLOBAL INC | $174.51万 | 0.13% | 4,285 | -60,011 | -93.3% | -$2,444.01万 | 减仓 |
| TRMB | TRIMBLE INC | $179.13万 | 0.14% | 35,000 | 8,697 | 33.1% | $44.51万 | 重新持有 |
| FDS | FACTSET RESH SYS INC | $207.12万 | 0.16% | 9,002 | 9,002 | — | $207.12万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $258.56万 | 0.20% | 336,666 | 336,666 | — | $258.56万 | 新建仓 |
| TSLA | TESLA INC | $273.39万 | 0.21% | 6,500 | 6,500 | — | $273.39万 | 新建仓 |
| FFIV | F5 INC | $295.46万 | 0.23% | 7,103 | -51,740 | -87.9% | -$2,152.18万 | 减仓 |
| MDB | MONGODB INC | $336.87万 | 0.26% | 10,029 | -48,834 | -83.0% | -$1,640.33万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $344.59万 | 0.26% | 95,693 | 9,979 | 11.6% | $35.93万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $421.25万 | 0.32% | 890,588 | -37,040 | -4.0% | -$17.52万 | 减仓 |
| TOST | TOAST INC | $437.16万 | 0.34% | 157,139 | 14,282 | 10.0% | $39.73万 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $503.67万 | 0.39% | 679,715 | -301,385 | -30.7% | -$223.33万 | 减仓 |
| TMUS | T-MOBILE US INC | $599.03万 | 0.46% | 35,714 | -71,433 | -66.7% | -$1,198.15万 | 减仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $603.11万 | 0.46% | 609,206 | 441,206 | 262.6% | $436.79万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $612.91万 | 0.47% | 7,143 | -15,710 | -68.7% | -$1,348.01万 | 减仓 |
| RDDT | REDDIT INC | $749.47万 | 0.57% | 43,177 | 3,852 | 9.8% | $66.86万 | 重新持有 |
| AVT | AVNET INC | $865.03万 | 0.66% | 97,391 | 97,391 | — | $865.03万 | 新建仓 |
| AMBA | AMBARELLA INC | $866.02万 | 0.66% | 100,935 | 41,843 | 70.8% | $359.01万 | 加仓 |
| DY | DYCOM INDS INC | $866.78万 | 0.66% | 17,144 | 17,144 | — | $866.78万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $1,041.10万 | 0.80% | 127,664 | 127,664 | — | $1,041.10万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,126.63万 | 0.86% | 32,183 | 32,183 | — | $1,126.63万 | 新建仓 |
| JBL | JABIL INC | $1,185.27万 | 0.91% | 30,748 | 14,929 | 94.4% | $575.48万 | 加仓 |
| ARW | ARROW ELECTRS INC | $1,233.19万 | 0.95% | 57,785 | -32,215 | -35.8% | -$687.50万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1,235.42万 | 0.95% | 129,853 | 129,853 | — | $1,235.42万 | 新建仓 |
| ETSY | ETSY INC | $1,345.18万 | 1.03% | 178,571 | 178,571 | — | $1,345.18万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $1,353.51万 | 1.04% | 57,362 | -38,070 | -39.9% | -$898.30万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,358.61万 | 1.04% | 29,591 | 7,945 | 36.7% | $364.78万 | 加仓 |
| SNOW | SNOWFLAKE INC | $1,426.22万 | 1.09% | 56,040 | 28,735 | 105.2% | $731.31万 | 加仓 |
| CPNG | COUPANG INC | $1,439.26万 | 1.10% | 828,592 | 47,039 | 6.0% | $81.71万 | 加仓 |
| PLXS | PLEXUS CORP | $1,482.33万 | 1.14% | 49,301 | -1,108 | -2.2% | -$33.31万 | 减仓 |
| ECHO | ECHOSTAR CORP | $1,522.50万 | 1.17% | 150,000 | 150,000 | — | $1,522.50万 | 新建仓 |
| SANM | SANMINA CORP | $1,531.31万 | 1.17% | 60,507 | 56,507 | 1,412.7% | $1,430.08万 | 加仓 |
| ABNB | AIRBNB INC | $1,540.20万 | 1.18% | 107,631 | -93,656 | -46.5% | -$1,340.22万 | 减仓 |
| WDAY | WORKDAY INC | $1,542.11万 | 1.18% | 125,969 | 125,969 | — | $1,542.11万 | 新建仓 |
| SNDK | SANDISK CORP | $1,591.61万 | 1.22% | 7,000 | -16,977 | -70.8% | -$3,860.11万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,601.58万 | 1.23% | 13,875 | -9,125 | -39.7% | -$1,053.29万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1,723.11万 | 1.32% | 188,938 | -55,254 | -22.6% | -$503.92万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $1,787.00万 | 1.37% | 89,310 | -113,285 | -55.9% | -$2,266.72万 | 重新持有 |
| AUR | AURORA INNOVATION INC | $1,856.24万 | 1.42% | 2,721,766 | 1,318,913 | 94.0% | $899.50万 | 加仓 |
| TDC | TERADATA CORP DEL | $1,880.04万 | 1.44% | 542,581 | 497,581 | 1,105.7% | $1,724.12万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,964.17万 | 1.51% | 78,573 | -42,856 | -35.3% | -$1,071.31万 | 减仓 |
| CCI | CROWN CASTLE INC | $1,995.23万 | 1.53% | 263,466 | 224,023 | 568.0% | $1,696.53万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,010.18万 | 1.54% | 474,770 | 474,770 | — | $2,010.18万 | 新建仓 |
| DASH | DOORDASH INC | $2,136.43万 | 1.64% | 115,777 | 83,348 | 257.0% | $1,538.02万 | 加仓 |
| COHR | COHERENT CORP | $2,190.65万 | 1.68% | 55,534 | -30,432 | -35.4% | -$1,200.45万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $2,472.31万 | 1.90% | 173,849 | 145,278 | 508.5% | $2,066.00万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $2,611.52万 | 2.00% | 147,995 | 69,422 | 88.4% | $1,225.02万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2,806.70万 | 2.15% | 67,584 | 25,791 | 61.7% | $1,071.07万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,934.81万 | 2.25% | 57,142 | 11,431 | 25.0% | $587.10万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $2,996.43万 | 2.30% | 176,385 | -40,020 | -18.5% | -$679.86万 | 重新持有 |
| META | META PLATFORMS INC | $3,170.76万 | 2.43% | 56,290 | 8,432 | 17.6% | $474.97万 | 加仓 |
| EQIX | EQUINIX INC | $3,306.77万 | 2.54% | 31,723 | 12,871 | 68.3% | $1,341.66万 | 加仓 |
| FOXA | FOX CORP | $3,758.69万 | 2.88% | 720,607 | 720,607 | — | $3,758.69万 | 新建仓 |
| P | EVERPURE INC | $3,884.93万 | 2.98% | 493,074 | 384,503 | 354.1% | $3,029.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,996.31万 | 3.06% | 107,134 | -7,144 | -6.3% | -$266.49万 | 减仓 |
| SNPS | SYNOPSYS INC | $3,999.42万 | 3.07% | 89,659 | -1,857 | -2.0% | -$82.84万 | 减仓 |
| INTC | INTEL CORP | $4,074.28万 | 3.12% | 291,791 | 291,791 | — | $4,074.28万 | 新建仓 |
| MXL | MAXLINEAR INC | $4,086.94万 | 3.13% | 319,217 | -526,888 | -62.3% | -$6,745.75万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,300.57万 | 3.30% | 90,051 | 74,551 | 481.0% | $3,560.33万 | 加仓 |
| AMZN | AMAZON COM INC | $4,610.38万 | 3.54% | 193,437 | -17,131 | -8.1% | -$408.30万 | 减仓 |
| QCOM | QUALCOMM INC | $4,688.71万 | 3.60% | 253,732 | 253,732 | — | $4,688.71万 | 新建仓 |
| MKSI | MKS INC. | $4,781.42万 | 3.67% | 107,496 | -55,266 | -34.0% | -$2,458.23万 | 减仓 |