Sphera Management Technology Funds Ltd

Est. AUM

$177.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMAZON COM INC	COM	$12.8M	61300	7.18%	SOLE
2	MICROSOFT CORP	COM	$11.1M	30000	6.25%	SOLE
3	NVIDIA CORPORATION	COM	$10.9M	62480	6.13%	SOLE
4	META PLATFORMS INC	CL A	$10.3M	18000	5.79%	SOLE
5	ALPHABET INC	CAP STK CL C	$8.8M	30820	4.97%	SOLE
6	TESLA INC	COM	$8.8M	23570	4.93%	SOLE
7	BROADCOM INC	COM	$8.6M	27760	4.83%	SOLE
8	ADVANCED MICRO DEVICES INC	COM	$8.2M	40150	4.60%	SOLE
9	INTEL CORP	COM	$5.8M	131980	3.28%	SOLE
10	SOLAREDGE TECHNOLOGIES INC	NOTE 2.250% 7/0	$5.2M	3000000	2.92%	SOLE
11	ON SEMICONDUCTOR CORP	NOTE 5/0	$5.2M	4000000	2.90%	SOLE
12	SERVICENOW INC	COM	$3.7M	35300	2.08%	SOLE
13	PALO ALTO NETWORKS INC	COM	$3.6M	22500	2.03%	SOLE
14	NETFLIX INC.	COM	$3.4M	35300	1.91%	SOLE
15	ORACLE CORP	COM	$3.4M	23000	1.90%	SOLE
16	ANALOG DEVICES INC	COM	$3.3M	10220	1.83%	SOLE
17	CAMTEK LTD	ORD	$3.2M	21381	1.82%	SOLE
18	TWILIO INC	CL A	$3.1M	25000	1.77%	SOLE
19	KLA CORP	COM NEW	$2.9M	2000	1.66%	SOLE
20	UBER TECHNOLOGIES INC	COM	$2.9M	39750	1.61%	SOLE
21	APPLIED MATLS INC	COM	$2.8M	8100	1.56%	SOLE
22	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.7M	8000	1.52%	SOLE
23	NOVA LTD	COM	$2.6M	6000	1.47%	SOLE
24	TEXAS INSTRS INC	COM	$2.6M	13230	1.44%	SOLE
25	GENERAC HLDGS INC	COM	$2.5M	12900	1.42%	SOLE
26	MONGODB INC	CL A	$2.4M	10000	1.38%	SOLE
27	SNOWFLAKE INC	COM SHS	$2.3M	15500	1.32%	SOLE
28	CELLEBRITE DI LTD	ORDINARY SHARES	$2.1M	154950	1.20%	SOLE
29	NOKIA CORP	SPONSORED ADR	$2.0M	250000	1.13%	SOLE
30	WALMART INC	COM	$2.0M	16000	1.12%	SOLE
31	ARISTA NETWORKS INC	COM SHS	$1.9M	15500	1.07%	SOLE
32	ENPHASE ENERGY INC	COM	$1.9M	50000	1.06%	SOLE
33	ALLEGRO MICROSYSTEMS INC	COM	$1.8M	57150	1.01%	SOLE
34	WIX COM LTD	SHS	$1.8M	20000	1.01%	SOLE
35	ON SEMICONDUCTOR CORP	COM	$1.7M	27525	0.96%	SOLE
36	SIMILARWEB LTD	SHS	$1.6M	615000	0.90%	SOLE
37	UNITY SOFTWARE INC	NOTE 3/1	$1.5M	1500000	0.84%	SOLE
38	TTM TECHNOLOGIES INC	COM	$1.5M	15000	0.82%	SOLE
39	RUBRIK INC.	CL A	$1.4M	27800	0.77%	SOLE
40	COINBASE GLOBAL INC	COM CL A	$1.3M	7400	0.73%	SOLE
41	LATTICE SEMICONDUCTOR CORP	COM	$1.1M	12300	0.64%	SOLE
42	SEMTECH CORP	COM	$1.1M	14500	0.63%	SOLE
43	MONDAY COM LTD	SHS	$1.0M	15000	0.58%	SOLE
44	RENATUS TACTICAL ACQUIS	SHS CL A	$1.0M	100000	0.58%	SOLE
45	SALESFORCE INC	COM	$1.0M	5500	0.58%	SOLE
46	THE TRADE DESK INC	COM CL A	$908K	40000	0.51%	SOLE
47	VARONIS SYS INC	NOTE 1.000% 9/1	$874K	1000000	0.49%	SOLE
48	FIRST SOLAR INC	COM	$789K	4000	0.44%	SOLE
49	COMPASS INC	CL A	$731K	100000	0.41%	SOLE
50	COREWEAVE INCPUT	COM CL A	$720K	9300	0.41%	SOLE

1–50 of 55

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.