13F HOLDINGS REPORT
Sphera Management Technology Funds Ltd
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001496201-25-000013
Total Value
$199.1M
Positions
66
Other Managers
0
Confidential Omitted
No
Holdings (66)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 52,500 | $29.0M | 14.55% |
| 2 | META PLATFORMS INC | META | 19,835 | $14.6M | 7.35% |
| 3 | AMAZON COM INC | AMZN | 62,070 | $13.6M | 6.84% |
| 4 | MICROSOFT CORP | MSFT | 24,684 | $12.3M | 6.17% |
| 5 | ADVANCED MICRO DEVICES INC | AMD | 67,690 | $9.6M | 4.83% |
| 6 | NVIDIA CORPORATION | NVDA | 46,640 | $7.4M | 3.70% |
| 7 | BROADCOM INC | AVGO | 19,850 | $5.5M | 2.75% |
| 8 | MARVELL TECHNOLOGY INC | MRVL | 61,400 | $4.8M | 2.39% |
| 9 | APPLIED MATLS INC | 038222105 | 25,310 | $4.6M | 2.33% |
| 10 | CAMTEK LTD | CAMT | 50,000 | $4.2M | 2.12% |
| 11 | NICE LTD | NCSYF | 22,800 | $3.9M | 1.93% |
| 12 | TESLA INC | TSLA | 11,630 | $3.7M | 1.86% |
| 13 | WIX COM LTD | WIX | 23,150 | $3.7M | 1.84% |
| 14 | ON SEMICONDUCTOR CORP | ON | 3,800,000 | $3.5M | 1.77% |
| 15 | INTEL CORP | INTC | 148,000 | $3.3M | 1.67% |
| 16 | UBER TECHNOLOGIES INC | UBER | 35,000 | $3.3M | 1.64% |
| 17 | SIMILARWEB LTD | SMWB | 402,878 | $3.2M | 1.59% |
| 18 | APPLE INC | AAPL | 14,810 | $3.0M | 1.53% |
| 19 | NOVA LTD | NVMI | 10,326 | $2.8M | 1.43% |
| 20 | ODDITY TECH LTD | ODD | 35,000 | $2.6M | 1.33% |
| 21 | SENTINELONE INC | S | 140,000 | $2.6M | 1.29% |
| 22 | NETFLIX INC | NFLX | 1,900 | $2.5M | 1.28% |
| 23 | JFROG LTD | FROG | 56,800 | $2.5M | 1.25% |
| 24 | MICRON TECHNOLOGY INC | MU | 17,265 | $2.1M | 1.07% |
| 25 | CYBERARK SOFTWARE LTD | M2682V108 | 5,000 | $2.0M | 1.02% |
| 26 | PERION NETWORK LTD | PERI | 200,000 | $2.0M | 1.02% |
| 27 | AKAMAI TECHNOLOGIES INC | AKAM | 2,000,000 | $1.9M | 0.96% |
| 28 | MONDAY COM LTD | MNDY | 6,000 | $1.9M | 0.95% |
| 29 | COINBASE GLOBAL INC | COIN | 5,360 | $1.9M | 0.94% |
| 30 | LATTICE SEMICONDUCTOR CORP | LSCC | 38,000 | $1.9M | 0.94% |
| 31 | ANALOG DEVICES INC | ADI | 7,700 | $1.8M | 0.92% |
| 32 | ATLASSIAN CORPORATION | TEAM | 8,755 | $1.8M | 0.89% |
| 33 | NICE LTD | NCSYF | 10,000 | $1.7M | 0.85% |
| 34 | WORKDAY INC | WDAY | 7,000 | $1.7M | 0.84% |
| 35 | TEXAS INSTRS INC | 882508104 | 8,000 | $1.7M | 0.83% |
| 36 | SALESFORCE INC | CRM | 6,060 | $1.7M | 0.83% |
| 37 | HUBSPOT INC | HUBS | 2,500 | $1.4M | 0.70% |
| 38 | CLOUDFLARE INC | NET | 7,000 | $1.4M | 0.69% |
| 39 | PAYONEER GLOBAL INC | PAYO | 195,000 | $1.3M | 0.67% |
| 40 | ETORO GROUP LTD | ETOR | 20,000 | $1.3M | 0.67% |
| 41 | SOLAREDGE TECHNOLOGIES INC | SEDG | 63,597 | $1.3M | 0.65% |
| 42 | OSCAR HEALTH INC | OSCR | 60,000 | $1.3M | 0.65% |
| 43 | DELL TECHNOLOGIES INC | DELL | 10,000 | $1.2M | 0.62% |
| 44 | ELASTIC N V | ESTC | 14,350 | $1.2M | 0.61% |
| 45 | UNITY SOFTWARE INC | U | 50,000 | $1.2M | 0.61% |
| 46 | KRANESHARES TRUST | 500767306 | 35,000 | $1.2M | 0.60% |
| 47 | GITLAB INC | GTLB | 25,000 | $1.1M | 0.57% |
| 48 | CELLEBRITE DI LTD | CLBT | 70,000 | $1.1M | 0.56% |
| 49 | NEBIUS GROUP N.V. | NBIS | 20,000 | $1.1M | 0.56% |
| 50 | BLOCK INC | BSQKZ | 15,800 | $1.1M | 0.54% |
| 51 | IREN LIMITED | IREN | 70,000 | $1.0M | 0.51% |
| 52 | CIENA CORP | CIEN | 12,000 | $975,960 | 0.49% |
| 53 | KORNIT DIGITAL LTD | KRNT | 47,520 | $946,123 | 0.48% |
| 54 | CEVA INC | CEVA | 43,000 | $945,140 | 0.47% |
| 55 | VALENS SEMICONDUCTOR LTD | VLN-WT | 335,339 | $881,942 | 0.44% |
| 56 | SHIFT4 PMTS INC | 82452J109 | 8,000 | $792,880 | 0.40% |
| 57 | ZOOM COMMUNICATIONS INC | ZM | 10,000 | $779,800 | 0.39% |
| 58 | COMPASS INC | COMP | 120,000 | $753,600 | 0.38% |
| 59 | THE TRADE DESK INC | 88339J105 | 10,000 | $719,900 | 0.36% |
| 60 | NANO DIMENSION LTD | NNDM | 431,947 | $699,754 | 0.35% |
| 61 | INTEL CORP | INTC | 30,000 | $672,000 | 0.34% |
| 62 | FIRST SOLAR INC | FSLR | 4,000 | $662,160 | 0.33% |
| 63 | PAYLOCITY HLDG CORP | PCTY | 3,230 | $585,244 | 0.29% |
| 64 | PAYCOM SOFTWARE INC | PAYC | 2,335 | $540,319 | 0.27% |
| 65 | SUNRUN INC | RUN | 500,000 | $364,051 | 0.18% |
| 66 | COMPLETE SOLARIA INC | SPWRW | 150,000 | $276,000 | 0.14% |