Filed: 5/15/2026ACC: 0002030525-26-000002
📋 What this filing means
SPHERA MANAGEMENT TECHNOLOGY FUNDS LTD filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $177.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$177.74M
Total AUM (reported)
12.37M
Total Shares
Allocation by class
COM$111.55M62.8%
CL A$18.50M10.4%
CAP STK CL C$8.84M5.0%
NOTE 2.250% 7/0$5.18M2.9%
NOTE 5/0$5.16M2.9%
SHS$4.44M2.5%
COM SHS$4.24M2.4%
Portfolio Concentration
Top 3$34.77M19.6%
4–10$55.67M31.3%
11–25$47.84M26.9%
Rest$39.46M22.2%
Top 3 weight
19.6%
Top 10 weight
50.9%
Voting Authority Distribution
Total shares with voting rights: 12.37M
Sole
Full voting authority
12.37M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole55
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings55
Rows:
AMAZON COM INC
SOLEShares61.30K
TypeSH
Market value$12.77M
7.18%
Sole
61.30K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares30K
TypeSH
Market value$11.11M
6.25%
Sole
30K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares62.48K
TypeSH
Market value$10.90M
6.13%
Sole
62.48K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares18K
TypeSH
Market value$10.30M
5.79%
Sole
18K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares30.82K
TypeSH
Market value$8.84M
4.97%
Sole
30.82K
Shared
0.00
None
0.00
TESLA INC
SOLEShares23.57K
TypeSH
Market value$8.76M
4.93%
Sole
23.57K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares27.76K
TypeSH
Market value$8.59M
4.83%
Sole
27.76K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares40.15K
TypeSH
Market value$8.17M
4.60%
Sole
40.15K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares131.98K
TypeSH
Market value$5.82M
3.28%
Sole
131.98K
Shared
0.00
None
0.00
SOLAREDGE TECHNOLOGIES INC
SOLEShares3M
TypeSH
Market value$5.18M
2.92%
Sole
3M
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares4M
TypeSH
Market value$5.16M
2.90%
Sole
4M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares35.30K
TypeSH
Market value$3.69M
2.08%
Sole
35.30K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares22.50K
TypeSH
Market value$3.61M
2.03%
Sole
22.50K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares35.30K
TypeSH
Market value$3.39M
1.91%
Sole
35.30K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares23K
TypeSH
Market value$3.38M
1.90%
Sole
23K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares10.22K
TypeSH
Market value$3.25M
1.83%
Sole
10.22K
Shared
0.00
None
0.00
CAMTEK LTD
SOLEShares21.38K
TypeSH
Market value$3.24M
1.82%
Sole
21.38K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares25K
TypeSH
Market value$3.15M
1.77%
Sole
25K
Shared
0.00
None
0.00
KLA CORP
SOLEShares2K
TypeSH
Market value$2.94M
1.66%
Sole
2K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares39.75K
TypeSH
Market value$2.86M
1.61%
Sole
39.75K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares8.10K
TypeSH
Market value$2.77M
1.56%
Sole
8.10K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares8K
TypeSH
Market value$2.70M
1.52%
Sole
8K
Shared
0.00
None
0.00
NOVA LTD
SOLEShares6K
TypeSH
Market value$2.61M
1.47%
Sole
6K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares13.23K
TypeSH
Market value$2.57M
1.45%
Sole
13.23K
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares12.90K
TypeSH
Market value$2.52M
1.42%
Sole
12.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 61.30K | SH | $12.77M 7.18% | 61.30K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 30K | SH | $11.11M 6.25% | 30K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 62.48K | SH | $10.90M 6.13% | 62.48K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 18K | SH | $10.30M 5.79% | 18K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 30.82K | SH | $8.84M 4.97% | 30.82K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 23.57K | SH | $8.76M 4.93% | 23.57K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 27.76K | SH | $8.59M 4.83% | 27.76K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 40.15K | SH | $8.17M 4.60% | 40.15K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 131.98K | SH | $5.82M 3.28% | 131.98K | 0.00 | 0.00 |
SOLAREDGE TECHNOLOGIES INCSOLE | NOTE 2.250% 7/0 | 3M | SH | $5.18M 2.92% | 3M | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | NOTE 5/0 | 4M | SH | $5.16M 2.90% | 4M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 35.30K | SH | $3.69M 2.08% | 35.30K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 22.50K | SH | $3.61M 2.03% | 22.50K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 35.30K | SH | $3.39M 1.91% | 35.30K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 23K | SH | $3.38M 1.90% | 23K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 10.22K | SH | $3.25M 1.83% | 10.22K | 0.00 | 0.00 |
CAMTEK LTDSOLE | ORD | 21.38K | SH | $3.24M 1.82% | 21.38K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 25K | SH | $3.15M 1.77% | 25K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 2K | SH | $2.94M 1.66% | 2K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 39.75K | SH | $2.86M 1.61% | 39.75K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 8.10K | SH | $2.77M 1.56% | 8.10K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 8K | SH | $2.70M 1.52% | 8K | 0.00 | 0.00 |
NOVA LTDSOLE | COM | 6K | SH | $2.61M 1.47% | 6K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 13.23K | SH | $2.57M 1.45% | 13.23K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 12.90K | SH | $2.52M 1.42% | 12.90K | 0.00 | 0.00 |
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