Sphera Management Technology Funds Ltd
Q2 2026 13F filing
Updated 28 days ago86 disclosed positions worth $286.3M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AMD ADVANCED MICRO DEVICES INC | $17.9M | 30.8K | 6.25% | — |
| 2 | G GOOGN ALPHABET INC | $14.6M | 41.5K | 5.12% | — |
| 3 | A AMZN AMAZON COM INC | $14.6M | 61.2K | 5.10% | — |
| 4 | M MSFT MICROSOFT CORP | $13.6M | 36.5K | 4.76% | — |
| 5 | A AVGO BROADCOM INC | $13M | 34.4K | 4.53% | — |
| 6 | M META META PLATFORMS INC | $12.1M | 21.6K | 4.24% | — |
| 7 | T TSLA TESLA INC | $10.7M | 25.4K | 3.73% | — |
| 8 | N NVDA NVIDIA CORPORATION | $10M | 49.9K | 3.49% | — |
| 9 | I INTC INTEL CORP | $9.3M | 66.5K | 3.25% | — |
| 10 | A ASMLF NOVA LTD | $5.2M | 9.7K | 1.83% | — |
| 11 | O ORCL-PD ORACLE CORP | $5.1M | 34.5K | 1.77% | — |
| 12 | P PANW PALO ALTO NETWORKS INC | $4.9M | 14.3K | 1.70% | — |
| 13 | E ENPH ENPHASE ENERGY INC | $4.7M | 95.3K | 1.64% | — |
| 14 | N NOW SERVICENOW INC | $4.6M | 46.7K | 1.62% | — |
| 15 | S SNOW SNOWFLAKE INC | $4.6M | 18.1K | 1.61% | — |
| 16 | A AMAT APPLIED MATLS INC | $4.3M | 6.0K | 1.52% | — |
| 17 | M MDB MONGODB INC | $4.3M | 12.8K | 1.51% | — |
| 18 | T TXN TEXAS INSTRS INC | $4.2M | 14.2K | 1.48% | — |
| 19 | C CSCO CISCO SYS INC | $4.1M | 34.5K | 1.42% | — |
| 20 | T TWLO TWILIO INC | $3.8M | 18.6K | 1.34% | — |
| 21 | G GNRC GENERAC HLDGS INC | $3.8M | 12.9K | 1.32% | — |
| 22 | S SMWB SIMILARWEB LTD | $3.8M | 615.0K | 1.32% | — |
| 23 | A ADI ANALOG DEVICES INC | $3.8M | 9.5K | 1.31% | — |
| 24 | C CAMT CAMTEK LTD | $3.6M | 21.9K | 1.25% | — |
| 25 | N NTNX NUTANIX INC | $3.6M | 70.0K | 1.25% | — |
| 26 | D DELL DELL TECHNOLOGIES INC | $3.5M | 8.1K | 1.22% | — |
| 27 | L LRCX LAM RESEARCH CORP | $3.5M | 8.0K | 1.21% | — |
| 28 | U UBER UBER TECHNOLOGIES INC | $3.3M | 46.4K | 1.17% | — |
| 29 | A ALGM ALLEGRO MICROSYSTEMS INC | $3.3M | 47.5K | 1.16% | — |
| 30 | S SMTC SEMTECH CORP | $3.1M | 19.1K | 1.08% | — |
| 31 | C CLBT CELLEBRITE DI LTD | $3.1M | 211.8K | 1.08% | — |
| 32 | N NOKBF NOKIA CORP | $3.1M | 232.1K | 1.08% | — |
| 33 | M MNDY MONDAY COM LTD | $3.1M | 42.3K | 1.07% | — |
| 34 | ? N/A DATADOG INC | $2.9M | 2.05M | 1.02% | — |
| 35 | N NFLX NETFLIX INC. | $2.9M | 40.3K | 1.01% | — |
| 36 | G GLBE GLOBAL E ONLINE LTD | $2.8M | 81.8K | 0.99% | — |
| 37 | W WMT WALMART INC | $2.8M | 25.0K | 0.99% | — |
| 38 | ? N/A CLOUDFLARE INC | $2.8M | 2.20M | 0.97% | — |
| 39 | D DDOG DATADOG INC | $2.7M | 10.2K | 0.93% | — |
| 40 | W WIX WIX COM LTD | $2.6M | 56.3K | 0.89% | — |
| 41 | R RBRK RUBRIK INC. | $2.5M | 30.7K | 0.86% | — |
| 42 | C CBRS CEREBRAS SYSTEMS INC | $2.4M | 11.0K | 0.85% | — |
| 43 | ? N/A NUTANIX INC | $2.4M | 2.40M | 0.83% | — |
| 44 | O ON ON SEMICONDUCTOR CORP | $2.3M | 24.4K | 0.81% | — |
| 45 | E ENPH ENPHASE ENERGY INC | $2.1M | 2.20M | 0.72% | — |
| 46 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $2.1M | 4.3K | 0.72% | — |
| 47 | U U UNITY SOFTWARE INC | $2M | 1.80M | 0.71% | — |
| 48 | S SITM SITIME CORP | $2M | 1.80M | 0.70% | — |
| 49 | V VICR VICOR CORP | $1.9M | 5.0K | 0.66% | — |
| 50 | M MCHPP MICROCHIP TECHNOLOGY INC. | $1.8M | 1.65M | 0.64% | — |