Stock Taper

SPHERA MANAGEMENT TECHNOLOGY FUNDS LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Onto Innovation Inc.ONTO3.9K$1.48M
Taiwan Semiconductor Manufacturing Company LimitedTSM4.3K$2.05M
Vicor CorporationVICR5K$1.9M
Applied Materials, Inc.AMAT6K$4.34M
Coinbase Global, Inc.COIN7.4K$1.08M
Applied Optoelectronics, Inc.AAOI7.59K$1.12M
Lam Research CorporationLRCX8K$3.47M
Dell Technologies Inc.DELL8.08K$3.49M
Lattice Semiconductor CorporationLSCC8.1K$1.24M
Analog Devices, Inc.ADI9.46K$3.76M
Nova Ltd.NVMI9.65K$5.24M
Salesforce, Inc.CRM9.82K$1.54M
Datadog, Inc.DDOG10.19K$2.65M
Cerebras Systems Inc.CBRS11K$2.43M
Rambus Inc.RMBS11.95K$1.59M
MongoDB, Inc.MDB12.84K$4.31M
Generac Holdings Inc.GNRC12.9K$3.78M
Texas Instruments IncorporatedTXN14.2K$4.23M
Palo Alto Networks, Inc.PANW14.3K$4.88M
Snowflake Inc.SNOW18.13K$4.61M