13F HOLDINGS REPORT
Sphera Management Technology Funds Ltd
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0002030525-25-000002
Total Value
$317.6M
Positions
67
Other Managers
0
Confidential Omitted
No
Holdings (67)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 190,000 | $114.1M | 35.92% |
| 2 | AMAZON COM INC | AMZN | 68,470 | $15.0M | 4.73% |
| 3 | META PLATFORMS INC | META | 20,165 | $14.8M | 4.66% |
| 4 | MICROSOFT CORP | MSFT | 22,000 | $11.4M | 3.59% |
| 5 | ADVANCED MICRO DEVICES INC | AMD | 57,000 | $9.2M | 2.90% |
| 6 | BROADCOM INC | AVGO | 27,250 | $9.0M | 2.83% |
| 7 | TESLA INC | TSLA | 18,030 | $8.0M | 2.52% |
| 8 | INTEL CORP | INTC | 188,000 | $6.3M | 1.99% |
| 9 | SOLAREDGE TECHNOLOGIES INC | SEDG | 4,700,000 | $6.3M | 1.97% |
| 10 | NVIDIA CORPORATION | NVDA | 32,070 | $6.0M | 1.88% |
| 11 | MARVELL TECHNOLOGY INC | MRVL | 62,000 | $5.2M | 1.64% |
| 12 | ORACLE CORP | ORCL-PD | 17,000 | $4.8M | 1.51% |
| 13 | UNITY SOFTWARE INC | U | 110,000 | $4.4M | 1.39% |
| 14 | SIMILARWEB LTD | SMWB | 462,878 | $4.3M | 1.36% |
| 15 | CAMTEK LTD | CAMT | 35,000 | $3.7M | 1.16% |
| 16 | SNOWFLAKE INC | SNOW | 2,300,000 | $3.6M | 1.14% |
| 17 | ON SEMICONDUCTOR CORP | ON | 3,800,000 | $3.5M | 1.11% |
| 18 | PALO ALTO NETWORKS INC | PANW | 17,000 | $3.5M | 1.09% |
| 19 | NICE LTD | NCSYF | 23,000 | $3.3M | 1.05% |
| 20 | SENTINELONE INC | S | 180,000 | $3.2M | 1.00% |
| 21 | CELLEBRITE DI LTD | CLBT | 170,000 | $3.2M | 0.99% |
| 22 | ALPHABET INC | GOOG | 12,870 | $3.1M | 0.99% |
| 23 | CHECK POINT SOFTWARE TECH LT | M22465104 | 15,000 | $3.1M | 0.98% |
| 24 | NETFLIX INC | NFLX | 2,500 | $3.0M | 0.94% |
| 25 | UBER TECHNOLOGIES INC | UBER | 30,000 | $2.9M | 0.93% |
| 26 | NICE LTD | NCSYF | 20,000 | $2.9M | 0.91% |
| 27 | CIENA CORP | CIEN | 19,000 | $2.8M | 0.87% |
| 28 | TEXAS INSTRS INC | 882508104 | 15,000 | $2.8M | 0.87% |
| 29 | APPLIED MATLS INC | 038222105 | 11,950 | $2.4M | 0.77% |
| 30 | WIX COM LTD | WIX | 13,000 | $2.3M | 0.73% |
| 31 | INTERNATIONAL BUSINESS MACHS | INTR | 8,000 | $2.3M | 0.71% |
| 32 | LATTICE SEMICONDUCTOR CORP | LSCC | 30,000 | $2.2M | 0.69% |
| 33 | ODDITY TECH LTD | ODD | 35,000 | $2.2M | 0.69% |
| 34 | JFROG LTD | FROG | 45,000 | $2.1M | 0.67% |
| 35 | BOX INC | BXCAP | 2,000,000 | $2.0M | 0.64% |
| 36 | TWILIO INC | TWLO | 20,000 | $2.0M | 0.63% |
| 37 | ANALOG DEVICES INC | ADI | 7,700 | $1.9M | 0.60% |
| 38 | AKAMAI TECHNOLOGIES INC | AKAM | 2,000,000 | $1.9M | 0.59% |
| 39 | SOLAREDGE TECHNOLOGIES INC | SEDG | 50,000 | $1.9M | 0.58% |
| 40 | VARONIS SYS INC | VRNS | 30,000 | $1.7M | 0.54% |
| 41 | COINBASE GLOBAL INC | COIN | 5,000 | $1.7M | 0.53% |
| 42 | WORKDAY INC | WDAY | 7,000 | $1.7M | 0.53% |
| 43 | HUT 8 CORP | HUT | 45,000 | $1.6M | 0.49% |
| 44 | SUNRUN INC | RUN | 1,100,000 | $1.5M | 0.47% |
| 45 | SALESFORCE INC | CRM | 6,060 | $1.4M | 0.45% |
| 46 | ENPHASE ENERGY INC | ENPH | 40,000 | $1.4M | 0.45% |
| 47 | IREN LIMITED | IREN | 30,000 | $1.4M | 0.44% |
| 48 | CLOUDFLARE INC | NET | 6,000 | $1.3M | 0.41% |
| 49 | AEROVIRONMENT INC | AVAV | 3,900 | $1.2M | 0.39% |
| 50 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 50,000 | $1.2M | 0.39% |
| 51 | SOLARIS ENERGY INFRAS INC | SEI | 30,000 | $1.2M | 0.38% |
| 52 | ALLEGRO MICROSYSTEMS INC | ALGM | 40,000 | $1.2M | 0.37% |
| 53 | OSCAR HEALTH INC | OSCR | 60,000 | $1.1M | 0.36% |
| 54 | CEVA INC | CEVA | 43,000 | $1.1M | 0.36% |
| 55 | PAYONEER GLOBAL INC | PAYO | 170,000 | $1.0M | 0.32% |
| 56 | PENGUIN SOLUTIONS INC | PENG | 850,000 | $1.0M | 0.32% |
| 57 | ZETA GLOBAL HOLDINGS CORP | ZETA | 50,000 | $993,500 | 0.31% |
| 58 | FIRST SOLAR INC | FSLR | 4,000 | $882,120 | 0.28% |
| 59 | TTM TECHNOLOGIES INC | TTMI | 15,000 | $864,000 | 0.27% |
| 60 | ETORO GROUP LTD | ETOR | 20,000 | $825,400 | 0.26% |
| 61 | COMPASS INC | COMP | 100,000 | $803,000 | 0.25% |
| 62 | PERION NETWORK LTD | PERI | 80,000 | $768,000 | 0.24% |
| 63 | NANO DIMENSION LTD | NNDM | 431,947 | $678,157 | 0.21% |
| 64 | KORNIT DIGITAL LTD | KRNT | 47,520 | $641,520 | 0.20% |
| 65 | SHIFT4 PMTS INC | 82452J109 | 8,000 | $619,200 | 0.19% |
| 66 | COMPLETE SOLARIA INC | SPWRW | 343,845 | $605,167 | 0.19% |
| 67 | VALENS SEMICONDUCTOR LTD | VLN-WT | 335,339 | $600,257 | 0.19% |