Sphera Management Technology Funds Ltd

13F filer · CIK 0002030525

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$286MU.S. long equity reported on 13F

Positions5813 new · 5 closed

Net flow last quarter+$21MBuys minus sells

Top 10 positions weight42.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202658 positions
AMDAdvanced Micro Devices Inc	$17.9M	6.25%	0.00%	-23.3%	Q4 2024
GOOGAlphabet Inc.	$14.6M	5.12%	Not reported	+34.5%	Q4 2024
AMZNAmazon Com Inc	$14.6M	5.10%	0.00%	-0.2%	Q4 2024
MSFTMicrosoft Corp	$13.6M	4.76%	0.00%	+21.8%	Q4 2024
AVGOBroadcom Inc.	$13M	4.53%	0.00%	+23.7%	Q4 2024
METAMeta Platforms, Inc.	$12.1M	4.24%	Not reported	+19.8%	Q4 2024
TSLATesla, Inc.	$10.7M	3.74%	0.00%	+7.9%	Q1 2025
NVDANvidia Corp	$9.98M	3.49%	0.00%	-20.2%	Q4 2024
INTCIntel Corp	$9.29M	3.25%	0.00%	-49.6%	Q1 2025
NVMINova Ltd.	$5.24M	1.83%	0.03%	+60.8%	Q4 2024
ORCLOracle Corp	$5.06M	1.77%	0.00%	+50.1%	Q3 2025
PANWPalo Alto Networks Inc	$4.88M	1.70%	0.00%	-36.4%	Q3 2025
ENPHEnphase Energy, Inc.	$4.69M	1.64%	0.07%	+90.6%	Q4 2024
NOWServiceNow, Inc.	$4.63M	1.62%	0.00%	+32.2%	Q4 2025
SNOWSnowflake Inc.	$4.61M	1.61%	0.01%	+16.9%	Q4 2025
AMATApplied Materials Inc	$4.34M	1.52%	0.00%	-25.9%	Q1 2025
MDBMongoDB, Inc.	$4.31M	1.51%	0.02%	+28.4%	Q4 2025
TXNTexas Instruments Inc	$4.23M	1.48%	0.00%	+7.3%	Q2 2025
CSCOCisco Systems, Inc.	$4.06M	1.42%	0.00%	New	Q2 2026
TWLOTwilio Inc	$3.85M	1.34%	0.01%	-25.4%	Q3 2025
GNRCGenerac Holdings Inc.	$3.78M	1.32%	0.02%	Not reported	Q1 2026
SMWBSimilarweb Ltd.	$3.77M	1.32%	0.71%	Not reported	Q4 2024
ADIAnalog Devices Inc	$3.76M	1.31%	0.00%	-7.5%	Q2 2025
CAMTCamtek Ltd	$3.57M	1.25%	0.05%	+2.4%	Q4 2024
NTNXNutanix, Inc.	$3.57M	1.25%	0.03%	New	Q2 2026
DELLDell Technologies Inc.	$3.49M	1.22%	0.00%	Not reported	Q1 2025
LRCXLam Research Corp	$3.47M	1.21%	0.00%	New	Q2 2026
UBERUber Technologies, Inc	$3.35M	1.17%	0.00%	+16.7%	Q4 2024
ALGMAllegro Microsystems, Inc.	$3.31M	1.16%	0.03%	-16.8%	Q3 2025
SMTCSemtech Corp	$3.1M	1.08%	0.02%	+32.0%	Q1 2026
CLBTCellebrite DI Ltd.	$3.09M	1.08%	0.08%	+36.7%	Q4 2024
NOKNokia Corp	$3.08M	1.08%	0.00%	-7.2%	Q4 2025
MNDYmonday.com Ltd.	$3.06M	1.07%	0.08%	+181.7%	Q1 2025
NFLXNetflix Inc	$2.88M	1.01%	0.00%	+14.2%	Q4 2024
GLBEGlobal-E Online Ltd.	$2.84M	0.99%	0.05%	Not reported	Q4 2024
WMTWalmart Inc.	$2.83M	0.99%	0.00%	+56.3%	Q1 2026
DDOGDatadog, Inc.	$2.65M	0.93%	0.01%	New	Q2 2026
WIXWix.com Ltd.	$2.55M	0.89%	0.10%	+181.3%	Q4 2024
RBRKRubrik, Inc.	$2.47M	0.86%	Not reported	+10.5%	Q4 2025
CBRSCerebras Systems Inc.	$2.43M	0.85%	Not reported	New	Q2 2026
ONOn Semiconductor Corp	$2.3M	0.81%	0.01%	-11.4%	Q1 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.05M	0.72%	0.00%	-46.3%	Q4 2025
VICRVicor Corp	$1.9M	0.66%	0.04%	New	Q2 2026
STMSTMicroelectronics N.V.	$1.74M	0.61%	0.00%	New	Q2 2026
IBKRInteractive Brokers Group, Inc.	$1.74M	0.61%	0.01%	New	Q2 2026
RMBSRambus Inc	$1.59M	0.55%	0.01%	New	Q2 2026
CRMSalesforce, Inc.	$1.54M	0.54%	0.00%	+78.6%	Q4 2024
ONTOOnto Innovation Inc.	$1.48M	0.52%	0.01%	New	Q2 2026
LSCCLattice Semiconductor Corp	$1.24M	0.43%	0.01%	-34.2%	Q4 2024
COMPCompass, Inc.	$1.23M	0.43%	0.01%	Not reported	Q4 2024

Q1 2026Reported May 15, 202650 positions
AMZNAmazon Com Inc	$12.8M	7.18%	0.00%	+2.2%	Q4 2024
MSFTMicrosoft Corp	$11.1M	6.25%	0.00%	+20.0%	Q4 2024
NVDANvidia Corp	$10.9M	6.13%	0.00%	+29.4%	Q4 2024
METAMeta Platforms, Inc.	$10.3M	5.79%	Not reported	-14.3%	Q4 2024
GOOGAlphabet Inc.	$8.84M	4.97%	Not reported	+92.4%	Q4 2024
TSLATesla, Inc.	$8.76M	4.93%	0.00%	+17.1%	Q1 2025
AVGOBroadcom Inc.	$8.59M	4.83%	0.00%	+3.2%	Q4 2024
AMDAdvanced Micro Devices Inc	$8.17M	4.60%	0.00%	+0.4%	Q4 2024
INTCIntel Corp	$5.82M	3.28%	0.00%	-17.5%	Q1 2025
NOWServiceNow, Inc.	$3.69M	2.08%	0.00%	+283.7%	Q4 2025
PANWPalo Alto Networks Inc	$3.61M	2.03%	0.00%	+10.3%	Q3 2025
NFLXNetflix Inc	$3.39M	1.91%	0.00%	Not reported	Q4 2024
ORCLOracle Corp	$3.38M	1.90%	0.00%	+53.3%	Q3 2025
ADIAnalog Devices Inc	$3.25M	1.83%	0.00%	+11.1%	Q2 2025
CAMTCamtek Ltd	$3.24M	1.82%	0.05%	-14.5%	Q4 2024
TWLOTwilio Inc	$3.15M	1.77%	0.02%	Not reported	Q3 2025
KLACKla Corp	$2.94M	1.66%	0.00%	+22.3%	Q4 2025
UBERUber Technologies, Inc	$2.86M	1.61%	0.00%	+32.5%	Q4 2024
AMATApplied Materials Inc	$2.77M	1.56%	0.00%	-52.8%	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.7M	1.52%	0.00%	-38.5%	Q4 2025
NVMINova Ltd.	$2.61M	1.47%	0.02%	Not reported	Q4 2024
TXNTexas Instruments Inc	$2.57M	1.45%	0.00%	-22.2%	Q2 2025
GNRCGenerac Holdings Inc.	$2.52M	1.42%	0.02%	New	Q1 2026
MDBMongoDB, Inc.	$2.45M	1.38%	0.01%	+78.6%	Q4 2025
SNOWSnowflake Inc.	$2.34M	1.32%	0.00%	+118.3%	Q4 2025
CLBTCellebrite DI Ltd.	$2.14M	1.20%	0.06%	+93.7%	Q4 2024
NOKNokia Corp	$2.01M	1.13%	0.00%	-21.9%	Q4 2025
WMTWalmart Inc.	$1.99M	1.12%	0.00%	New	Q1 2026
ANETArista Networks, Inc.	$1.9M	1.07%	0.00%	New	Q1 2026
ENPHEnphase Energy, Inc.	$1.89M	1.06%	0.04%	-44.4%	Q4 2024
ALGMAllegro Microsystems, Inc.	$1.8M	1.01%	0.03%	+42.9%	Q3 2025
WIXWix.com Ltd.	$1.8M	1.01%	0.04%	-20.0%	Q4 2024
ONOn Semiconductor Corp	$1.7M	0.96%	0.01%	New	Q1 2026
SMWBSimilarweb Ltd.	$1.61M	0.90%	0.71%	+28.1%	Q4 2024
TTMITTM Technologies Inc	$1.46M	0.82%	0.01%	-19.4%	Q3 2025
RBRKRubrik, Inc.	$1.36M	0.77%	Not reported	+21.9%	Q4 2025
COINCoinbase Global, Inc.	$1.29M	0.73%	0.00%	+48.0%	Q4 2024
LSCCLattice Semiconductor Corp	$1.14M	0.64%	0.01%	-38.5%	Q4 2024
SMTCSemtech Corp	$1.11M	0.63%	0.02%	New	Q1 2026
MNDYmonday.com Ltd.	$1.04M	0.58%	0.03%	Not reported	Q1 2025
RTACRenatus Tactical Acquisition Corp I	$1.03M	0.58%	Not reported	Not reported	Q4 2025
CRMSalesforce, Inc.	$1.03M	0.58%	0.00%	-54.2%	Q4 2024
TTDTrade Desk, Inc.	$908K	0.51%	Not reported	Not reported	Q1 2025
FSLRFirst Solar, Inc.	$789K	0.44%	0.00%	Not reported	Q2 2025
COMPCompass, Inc.	$731K	0.41%	0.01%	Not reported	Q4 2024
SERVServe Robotics Inc.	$675K	0.38%	0.11%	Not reported	Q1 2025
AAOIApplied Optoelectronics, Inc.	$642K	0.36%	0.01%	New	Q1 2026
SPWRSunPower Inc.	$551K	0.31%	0.36%	Not reported	Q2 2025
SSentinelOne, Inc.	$515K	0.29%	Not reported	Not reported	Q4 2024
ODDOddity Tech Ltd	$468K	0.26%	Not reported	Not reported	Q4 2024
Q4 2025Reported Feb 17, 202653 positions
METAMeta Platforms, Inc.	$13.9M	4.73%	Not reported	+4.1%	Q4 2024
AMZNAmazon Com Inc	$13.8M	4.73%	0.00%	-12.4%	Q4 2024
MSFTMicrosoft Corp	$12.1M	4.13%	0.00%	+13.6%	Q4 2024
AVGOBroadcom Inc.	$9.31M	3.18%	0.00%	-1.3%	Q4 2024
TSLATesla, Inc.	$9.05M	3.09%	0.00%	+11.7%	Q1 2025
NVDANvidia Corp	$9.01M	3.07%	0.00%	+50.6%	Q4 2024
AMDAdvanced Micro Devices Inc	$8.57M	2.92%	0.00%	-29.8%	Q4 2024
INTCIntel Corp	$5.9M	2.02%	0.00%	-14.9%	Q1 2025
GOOGAlphabet Inc.	$5.03M	1.72%	Not reported	+24.5%	Q4 2024
UUnity Software Inc.	$4.42M	1.51%	0.02%	-9.1%	Q4 2024
AMATApplied Materials Inc	$4.41M	1.50%	0.00%	+43.5%	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.95M	1.35%	0.00%	New	Q4 2025
PANWPalo Alto Networks Inc	$3.76M	1.28%	0.00%	+20.0%	Q3 2025
SMWBSimilarweb Ltd.	$3.6M	1.23%	0.55%	+3.7%	Q4 2024
TWLOTwilio Inc	$3.56M	1.21%	0.02%	+25.0%	Q3 2025
CRMSalesforce, Inc.	$3.18M	1.09%	0.00%	+98.0%	Q4 2024
TXNTexas Instruments Inc	$2.95M	1.01%	0.00%	+13.3%	Q2 2025
ORCLOracle Corp	$2.92M	1.00%	0.00%	-11.8%	Q3 2025
ENPHEnphase Energy, Inc.	$2.88M	0.98%	0.07%	+125.0%	Q4 2024
CAMTCamtek Ltd	$2.66M	0.91%	0.05%	-28.6%	Q4 2024
WIXWix.com Ltd.	$2.6M	0.89%	0.05%	+92.3%	Q4 2024
ADIAnalog Devices Inc	$2.5M	0.85%	0.00%	+19.5%	Q2 2025
UBERUber Technologies, Inc	$2.45M	0.84%	0.00%	Not reported	Q4 2024
MRVLMarvell Technology, Inc.	$2.45M	0.84%	0.00%	-53.6%	Q4 2024
MDBMongoDB, Inc.	$2.35M	0.80%	0.01%	New	Q4 2025
NICENICE Ltd.	$2.26M	0.77%	0.03%	-13.0%	Q1 2025
NOKNokia Corp	$2.07M	0.71%	0.01%	New	Q4 2025
FROGJFrog Ltd	$2.02M	0.69%	0.03%	-28.2%	Q4 2024
KLACKla Corp	$1.99M	0.68%	0.00%	New	Q4 2025
RBRKRubrik, Inc.	$1.74M	0.60%	Not reported	New	Q4 2025
SNOWSnowflake Inc.	$1.56M	0.53%	0.00%	New	Q4 2025
COHRCoherent Corp.	$1.48M	0.50%	0.01%	Not reported	Q4 2024
LSCCLattice Semiconductor Corp	$1.47M	0.50%	0.01%	-33.3%	Q4 2024
CLBTCellebrite DI Ltd.	$1.44M	0.49%	0.03%	-52.9%	Q4 2024
NOWServiceNow, Inc.	$1.41M	0.48%	0.00%	New	Q4 2025
ODDOddity Tech Ltd	$1.41M	0.48%	Not reported	Not reported	Q4 2024
TTMITTM Technologies Inc	$1.28M	0.44%	0.02%	+24.0%	Q3 2025
ZETAZeta Global Holdings Corp.	$1.22M	0.42%	Not reported	+20.0%	Q3 2025
SANMSanmina Corp	$1.2M	0.41%	0.01%	New	Q4 2025
CIENCiena Corp	$1.17M	0.40%	0.00%	-73.7%	Q4 2024
VRNSVaronis Systems Inc	$1.15M	0.39%	0.03%	+16.7%	Q3 2025
WDAYWorkday, Inc.	$1.14M	0.39%	0.00%	-24.3%	Q4 2024
COINCoinbase Global, Inc.	$1.13M	0.39%	0.00%	Not reported	Q4 2024
RTACRenatus Tactical Acquisition Corp I	$1.07M	0.36%	Not reported	New	Q4 2025
COMPCompass, Inc.	$1.06M	0.36%	0.02%	Not reported	Q4 2024
ALGMAllegro Microsystems, Inc.	$1.06M	0.36%	0.02%	Not reported	Q3 2025
FSLRFirst Solar, Inc.	$1.04M	0.36%	0.00%	Not reported	Q2 2025
PAYOPayoneer Global Inc.	$1.01M	0.35%	0.05%	+5.9%	Q2 2025
SEISolaris Energy Infrastructure, Inc.	$919K	0.31%	Not reported	-33.3%	Q3 2025
SEDGSolaredge Technologies, Inc.	$866K	0.30%	0.05%	-40.0%	Q4 2024

Q3 2025Reported Nov 14, 202557 positions
AMZNAmazon Com Inc	$15M	4.73%	0.00%	+10.3%	Q4 2024
METAMeta Platforms, Inc.	$14.8M	4.66%	Not reported	+1.7%	Q4 2024
MSFTMicrosoft Corp	$11.4M	3.59%	0.00%	-10.9%	Q4 2024
AMDAdvanced Micro Devices Inc	$9.22M	2.90%	0.00%	-15.8%	Q4 2024
AVGOBroadcom Inc.	$8.99M	2.83%	0.00%	+37.3%	Q4 2024
TSLATesla, Inc.	$8.02M	2.52%	0.00%	+55.0%	Q1 2025
INTCIntel Corp	$6.31M	1.99%	0.00%	+27.0%	Q1 2025
NVDANvidia Corp	$5.98M	1.88%	0.00%	-31.2%	Q4 2024
MRVLMarvell Technology, Inc.	$5.21M	1.64%	0.01%	+1.0%	Q4 2024
ORCLOracle Corp	$4.78M	1.51%	0.00%	New	Q3 2025
UUnity Software Inc.	$4.4M	1.39%	0.03%	+120.0%	Q4 2024
SMWBSimilarweb Ltd.	$4.3M	1.36%	0.56%	+14.9%	Q4 2024
CAMTCamtek Ltd	$3.68M	1.16%	0.08%	-30.0%	Q4 2024
PANWPalo Alto Networks Inc	$3.46M	1.09%	0.00%	New	Q3 2025
NICENICE Ltd.	$3.33M	1.05%	0.04%	+130.0%	Q1 2025
CLBTCellebrite DI Ltd.	$3.15M	0.99%	0.07%	+142.9%	Q4 2024
GOOGAlphabet Inc.	$3.13M	0.99%	Not reported	Not reported	Q4 2024
CHKPCheck Point Software Technologies Ltd	$3.1M	0.98%	0.01%	New	Q3 2025
NFLXNetflix Inc	$3M	0.94%	0.00%	+31.6%	Q4 2024
UBERUber Technologies, Inc	$2.94M	0.93%	0.00%	-14.3%	Q4 2024
CIENCiena Corp	$2.77M	0.87%	0.01%	+58.3%	Q4 2024
TXNTexas Instruments Inc	$2.76M	0.87%	0.00%	+87.5%	Q2 2025
AMATApplied Materials Inc	$2.45M	0.77%	0.00%	-52.8%	Q1 2025
WIXWix.com Ltd.	$2.31M	0.73%	0.02%	-43.8%	Q4 2024
IBMInternational Business Machines Corp	$2.26M	0.71%	0.00%	New	Q3 2025
LSCCLattice Semiconductor Corp	$2.2M	0.69%	0.02%	-21.1%	Q4 2024
ODDOddity Tech Ltd	$2.18M	0.69%	Not reported	Not reported	Q4 2024
FROGJFrog Ltd	$2.13M	0.67%	0.04%	-20.8%	Q4 2024
TWLOTwilio Inc	$2M	0.63%	0.01%	New	Q3 2025
ADIAnalog Devices Inc	$1.89M	0.60%	0.00%	Not reported	Q2 2025
SEDGSolaredge Technologies, Inc.	$1.85M	0.58%	0.08%	-21.4%	Q4 2024
VRNSVaronis Systems Inc	$1.72M	0.54%	0.03%	New	Q3 2025
COINCoinbase Global, Inc.	$1.69M	0.53%	0.00%	-6.7%	Q4 2024
WDAYWorkday, Inc.	$1.69M	0.53%	0.00%	Not reported	Q4 2024
HUTHut 8 Corp.	$1.57M	0.49%	0.04%	New	Q3 2025
CRMSalesforce, Inc.	$1.44M	0.45%	0.00%	Not reported	Q4 2024
ENPHEnphase Energy, Inc.	$1.42M	0.45%	0.03%	Not reported	Q4 2024
IRENIREN Ltd	$1.41M	0.44%	Not reported	-57.1%	Q2 2025
NETCloudflare, Inc.	$1.29M	0.41%	Not reported	-14.3%	Q4 2024
AVAVAeroVironment Inc	$1.23M	0.39%	0.01%	New	Q3 2025
HPEHewlett Packard Enterprise Co	$1.23M	0.39%	0.00%	New	Q3 2025
SEISolaris Energy Infrastructure, Inc.	$1.2M	0.38%	Not reported	New	Q3 2025
ALGMAllegro Microsystems, Inc.	$1.17M	0.37%	0.02%	New	Q3 2025
OSCROscar Health, Inc.	$1.14M	0.36%	Not reported	Not reported	Q2 2025
CEVACeva Inc	$1.14M	0.36%	0.18%	Not reported	Q1 2025
PAYOPayoneer Global Inc.	$1.03M	0.32%	0.05%	-12.8%	Q2 2025
ZETAZeta Global Holdings Corp.	$994K	0.31%	Not reported	New	Q3 2025
FSLRFirst Solar, Inc.	$882K	0.28%	0.00%	Not reported	Q2 2025
TTMITTM Technologies Inc	$864K	0.27%	0.01%	New	Q3 2025
ETOReToro Group Ltd.	$825K	0.26%	Not reported	Not reported	Q2 2025

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