Sphera Management Technology Funds Ltd
Sphera Management Technology Funds Ltd reported 86 holdings worth US$286M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Sphera Management Technology Funds Ltd reported 86 holdings worth US$286M as of Jun 30, 2026. Largest: Advanced Micro Devices Inc, Alphabet Inc (google) Class C and Amazon.com, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 86
- Value as reported
- US$286M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Advanced Micro Devices Inc | 30,810 | US$17.9M | 6.3% |
| Alphabet Inc (google) Class C | 40,981 | US$14.6M | 5.1% |
| Amazon.com, Inc. | 61,200 | US$14.6M | 5.1% |
| Microsoft Corp. | 36,550 | US$13.6M | 4.8% |
| Broadcom Inc. | 34,350 | US$13M | 4.5% |
| Meta Platforms, Inc. | 21,560 | US$12.1M | 4.2% |
| Tesla, Inc. | 25,420 | US$10.7M | 3.7% |
| Nvidia Corporation | 49,880 | US$9.98M | 3.5% |
| Intel Corporation | 66,550 | US$9.29M | 3.2% |
| Oracle Corporation | 34,520 | US$5.06M | 1.8% |
| Palo Alto Networks, Inc. | 14,300 | US$4.88M | 1.7% |
| Enphase Energy, Inc. | 95,320 | US$4.69M | 1.6% |
| Servicenow, Inc. | 46,680 | US$4.63M | 1.6% |
| Snowflake Inc. | 18,125 | US$4.61M | 1.6% |
| Applied Materials, Inc. | 6,000 | US$4.34M | 1.5% |
| Mongodb, Inc. | 12,835 | US$4.31M | 1.5% |
| Texas Instruments Incorporated | 14,200 | US$4.23M | 1.5% |
| Cisco Systems, Inc. | 34,550 | US$4.06M | 1.4% |
| Twilio Inc. | 18,650 | US$3.85M | 1.3% |
| Generac Holdings Inc. | 12,900 | US$3.78M | 1.3% |
| Analog Devices, Inc. | 9,455 | US$3.76M | 1.3% |
| Nutanix, Inc. | 70,000 | US$3.57M | 1.2% |
| Dell Technologies Inc. | 8,080 | US$3.49M | 1.2% |
| Lam Research Corporation | 8,000 | US$3.47M | 1.2% |
| Uber Technologies, Inc. | 46,400 | US$3.35M | 1.2% |
| Allegro Microsystems, Inc. | 47,550 | US$3.31M | 1.2% |
| Semtech Corporation | 19,140 | US$3.1M | 1.1% |
| Nokia Oyj | 232K | US$3.08M | 1.1% |
| Netflix, Inc. | 40,300 | US$2.88M | 1.0% |
| Walmart Inc. | 25,000 | US$2.83M | 0.99% |
| Datadog, Inc. | 10,185 | US$2.65M | 0.93% |
| Rubrik, Inc. | 30,730 | US$2.47M | 0.86% |
| Cerebras Systems Inc. | 11,000 | US$2.43M | 0.85% |
| On Semiconductor Corporation | 24,375 | US$2.3M | 0.81% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 4,300 | US$2.05M | 0.72% |
| Vicor Corporation | 5,000 | US$1.9M | 0.66% |
| Stmicroelectronics Nv | 23,250 | US$1.74M | 0.61% |
| Interactive Brokers Group, Inc. | 20,000 | US$1.74M | 0.61% |
| Rambus, Inc. | 11,950 | US$1.59M | 0.55% |
| Salesforce, Inc. | 9,820 | US$1.54M | 0.54% |
| Onto Innovation Inc. | 3,900 | US$1.48M | 0.52% |
| Lattice Semiconductor Corporation | 8,100 | US$1.24M | 0.43% |
| Compass, Inc. | 100K | US$1.23M | 0.43% |
| The Trade Desk, Inc. | 65,550 | US$1.19M | 0.41% |
| Applied Optoelectronics, Inc. | 7,590 | US$1.12M | 0.39% |
| Coinbase Global, Inc. | 7,400 | US$1.08M | 0.38% |
| Renatus Tactical Acquisition Corp I | 100K | US$1.05M | 0.37% |
| Chemocentryx Inc. | 50,000 | US$873K | 0.30% |
| Serve Robotics Inc. | 80,000 | US$526K | 0.18% |
| Sunpower Inc. | 434K | US$298K | 0.10% |
| Arista Networks, Inc. | 0 | US$0 | 0.00% |
| First Solar, Inc. | 0 | US$0 | 0.00% |
| Kla Corporation | 0 | US$0 | 0.00% |
| Sentinelone, Inc. | 0 | US$0 | 0.00% |
| Ttm Technologies, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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