13F HOLDINGS REPORT
Sphera Management Technology Funds Ltd
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001496201-25-000008
Total Value
$154.2M
Positions
66
Other Managers
0
Confidential Omitted
No
Holdings (66)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 60,700 | $11.5M | 7.49% |
| 2 | META PLATFORMS INC | META | 19,415 | $11.2M | 7.26% |
| 3 | INVESCO QQQ TR | IVZ | 20,000 | $9.4M | 6.08% |
| 4 | VANECK ETF TRUST | 92189F676 | 35,000 | $7.4M | 4.80% |
| 5 | SALESFORCE INC | CRM | 24,560 | $6.6M | 4.27% |
| 6 | MICROSOFT CORP | MSFT | 16,844 | $6.3M | 4.10% |
| 7 | NICE LTD | NCSYF | 27,800 | $4.3M | 2.78% |
| 8 | ADVANCED MICRO DEVICES INC | AMD | 41,060 | $4.2M | 2.74% |
| 9 | NVIDIA CORPORATION | NVDA | 37,000 | $4.0M | 2.60% |
| 10 | PERION NETWORK LTD | PERI | 474,120 | $3.9M | 2.50% |
| 11 | TESLA INC | TSLA | 14,400 | $3.7M | 2.42% |
| 12 | BROADCOM INC | AVGO | 22,000 | $3.7M | 2.39% |
| 13 | ON SEMICONDUCTOR CORP | ON | 3,800,000 | $3.3M | 2.13% |
| 14 | MICRON TECHNOLOGY INC | MU | 35,000 | $3.0M | 1.97% |
| 15 | SPDR S&P 500 ETF TR | SPY | 5,000 | $2.8M | 1.81% |
| 16 | APPLE INC | AAPL | 12,260 | $2.7M | 1.77% |
| 17 | APPLIED MATLS INC | 038222105 | 17,800 | $2.6M | 1.68% |
| 18 | UBER TECHNOLOGIES INC | UBER | 35,000 | $2.6M | 1.65% |
| 19 | SENTINELONE INC | S | 140,000 | $2.5M | 1.65% |
| 20 | DELL TECHNOLOGIES INC | DELL | 27,335 | $2.5M | 1.62% |
| 21 | SIMILARWEB LTD | SMWB | 296,755 | $2.5M | 1.59% |
| 22 | ALPHABET INC | GOOG | 15,300 | $2.4M | 1.55% |
| 23 | SOLAREDGE TECHNOLOGIES INC | SEDG | 144,000 | $2.3M | 1.51% |
| 24 | INTEL CORP | INTC | 100,000 | $2.3M | 1.47% |
| 25 | INTEL CORP | INTC | 100,000 | $2.3M | 1.47% |
| 26 | NICE LTD | NCSYF | 14,000 | $2.2M | 1.40% |
| 27 | MARVELL TECHNOLOGY INC | MRVL | 32,300 | $2.0M | 1.29% |
| 28 | JFROG LTD | FROG | 60,000 | $1.9M | 1.25% |
| 29 | AKAMAI TECHNOLOGIES INC | AKAM | 2,000,000 | $1.9M | 1.24% |
| 30 | CYBERARK SOFTWARE LTD | M2682V108 | 5,511 | $1.9M | 1.21% |
| 31 | NETFLIX INC | NFLX | 1,900 | $1.8M | 1.15% |
| 32 | ATLASSIAN CORPORATION | TEAM | 8,020 | $1.7M | 1.10% |
| 33 | CAMTEK LTD | CAMT | 29,000 | $1.7M | 1.10% |
| 34 | WORKDAY INC | WDAY | 7,000 | $1.6M | 1.06% |
| 35 | GITLAB INC | GTLB | 34,060 | $1.6M | 1.04% |
| 36 | MONDAY COM LTD | MNDY | 6,530 | $1.6M | 1.03% |
| 37 | QUALCOMM INC | QCOM | 10,000 | $1.5M | 1.00% |
| 38 | AUTODESK INC | ADSK | 5,500 | $1.4M | 0.93% |
| 39 | KRANESHARES TRUST | 500767306 | 41,000 | $1.4M | 0.93% |
| 40 | LATTICE SEMICONDUCTOR CORP | LSCC | 25,000 | $1.3M | 0.85% |
| 41 | ODDITY TECH LTD | ODD | 30,000 | $1.3M | 0.84% |
| 42 | ELASTIC N V | ESTC | 14,350 | $1.3M | 0.83% |
| 43 | HUBSPOT INC | HUBS | 1,930 | $1.1M | 0.71% |
| 44 | CEVA INC | CEVA | 43,000 | $1.1M | 0.71% |
| 45 | GLOBAL E ONLINE LTD | GLBE | 30,000 | $1.1M | 0.69% |
| 46 | COMPASS INC | COMP | 120,000 | $1.0M | 0.68% |
| 47 | UNITY SOFTWARE INC | U | 50,000 | $979,500 | 0.64% |
| 48 | VALENS SEMICONDUCTOR LTD | VLN-WT | 400,339 | $816,692 | 0.53% |
| 49 | COUPANG INC | CPNG | 35,000 | $767,550 | 0.50% |
| 50 | KORNIT DIGITAL LTD | KRNT | 40,000 | $763,200 | 0.49% |
| 51 | ZOOM COMMUNICATIONS INC | ZM | 10,000 | $737,700 | 0.48% |
| 52 | CIENA CORP | CIEN | 12,000 | $725,160 | 0.47% |
| 53 | NANO DIMENSION LTD | NNDM | 451,947 | $718,596 | 0.47% |
| 54 | CLOUDFLARE INC | NET | 6,000 | $676,140 | 0.44% |
| 55 | SHIFT4 PMTS INC | 82452J109 | 8,000 | $653,680 | 0.42% |
| 56 | HIPPO HLDGS INC | HIPOW | 25,000 | $639,000 | 0.41% |
| 57 | PAYLOCITY HLDG CORP | PCTY | 3,230 | $605,108 | 0.39% |
| 58 | COINBASE GLOBAL INC | COIN | 3,500 | $602,805 | 0.39% |
| 59 | THE TRADE DESK INC | 88339J105 | 10,000 | $547,200 | 0.35% |
| 60 | BLOCK INC | BSQKZ | 10,000 | $543,300 | 0.35% |
| 61 | TABOOLA.COM LTD | TBLAW | 180,000 | $531,000 | 0.34% |
| 62 | PAYCOM SOFTWARE INC | PAYC | 2,335 | $510,151 | 0.33% |
| 63 | WESTERN DIGITAL CORP | WDC | 12,000 | $485,160 | 0.31% |
| 64 | SUNRUN INC | RUN | 500,000 | $359,757 | 0.23% |
| 65 | SERVE ROBOTICS INC | SERV | 15,000 | $86,250 | 0.06% |
| 66 | SHL TELEMEDICINE LTD | SHMLF | 32,642 | $67,667 | 0.04% |