Position in SMTC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$26,453,773
+$1,584,062 QoQ
Shares Held
344,047
+1.9% QoQ
Ownership
0.369%
of shares outstanding
% of Portfolio
2.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMTC Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SORA INVESTORS LLC holds $222,621,876 across 7 Semiconductors names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCOM |
Qualcomm Inc/De
|
253,732 | $46,887,136 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
90,051 | $43,005,656 | |
| 3 | MXL |
Maxlinear, Inc
|
319,217 | $40,869,352 | |
| 4 | INTC |
Intel Corp
|
291,791 | $40,742,777 | |
| 5 | NVDA |
Nvidia Corp
|
89,310 | $17,870,037 | |
| 6 | MCHP |
Microchip Technology Inc
|
188,938 | $17,231,145 | |
| 7 | MU |
Micron Technology Inc
|
13,875 | $16,015,773 |
All Filings in SMTC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,453,773 | 344,047 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,869,711 | 337,491 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,235,755 | 185,245 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,708,400 | 60,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,476,236 | 275,472 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $4,566,000 | 100,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,482,000 | 150,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,247,000 | 300,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,078,600 | 460,000 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||