SPHERA MANAGEMENT TECHNOLOGY FUNDS LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ENPH | 40K | $1.42M |
 | ALGM | 40K | $1.17M |
 | CAMT | 35K | $3.68M |
 | ODD | 35K | $2.18M |
 | NVDA | 32K | $5.98M |
 | UBER | 30K | $2.94M |
 | IREN | 30K | $1.41M |
 | LSCC | 30K | $2.20M |
 | SEI | 30K | $1.20M |
 | VRNS | 30K | $1.72M |
 | AVGO | 27K | $8.99M |
 | NICE | 23K | $3.33M |
 | MSFT | 22K | $11.39M |
 | META | 20K | $14.81M |
 | ETOR | 20K | $825.40K |
 | TWLO | 20K | $2.00M |
 | CIEN | 19K | $2.77M |
 | TSLA | 18K | $8.02M |
 | PANW | 17K | $3.46M |
 | ORCL | 17K | $4.78M |
Enphase Energy, Inc.
ENPH
Shares Held
40K
Value
$1.42M
Allegro MicroSystems, Inc.
ALGM
Shares Held
40K
Value
$1.17M
Camtek Ltd.
CAMT
Shares Held
35K
Value
$3.68M
Oddity Tech Ltd.
ODD
Shares Held
35K
Value
$2.18M
NVIDIA Corporation
NVDA
Shares Held
32K
Value
$5.98M
Uber Technologies, Inc.
UBER
Shares Held
30K
Value
$2.94M
IREN Limited
IREN
Shares Held
30K
Value
$1.41M
Lattice Semiconductor Corporation
LSCC
Shares Held
30K
Value
$2.20M
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
30K
Value
$1.20M
Varonis Systems, Inc.
VRNS
Shares Held
30K
Value
$1.72M
Broadcom Inc.
AVGO
Shares Held
27K
Value
$8.99M
NICE Ltd.
NICE
Shares Held
23K
Value
$3.33M
Microsoft Corporation
MSFT
Shares Held
22K
Value
$11.39M
Meta Platforms, Inc.
META
Shares Held
20K
Value
$14.81M
eToro Group Ltd.
ETOR
Shares Held
20K
Value
$825.40K
Twilio Inc.
TWLO
Shares Held
20K
Value
$2.00M
Ciena Corporation
CIEN
Shares Held
19K
Value
$2.77M
Tesla, Inc.
TSLA
Shares Held
18K
Value
$8.02M
Palo Alto Networks, Inc.
PANW
Shares Held
17K
Value
$3.46M
Oracle Corporation
ORCL
Shares Held
17K
Value
$4.78M