Sphera Management Technology Funds Ltd
86 holdingsFiling period: 2026-06-30Current AUM: $279.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | 30.8K | $17.9M | $15.5M | 5.56% | -9,340 | 2026-06-30 |
| 2 | GOOG | ALPHABET INC | 41.5K | $14.6M | $14.2M | 5.06% | +10.6K | 2026-06-30 |
| 3 | AMZN | AMAZON COM INC | 61.2K | $14.6M | $15.2M | 5.44% | -100 | 2026-06-30 |
| 4 | MSFT | MICROSOFT CORP | 36.5K | $13.6M | $18.2M | 6.50% | +6.5K | 2026-06-30 |
| 5 | AVGO | BROADCOM INC | 34.4K | $13.0M | $11.7M | 4.17% | +6.6K | 2026-06-30 |
| 6 | META | META PLATFORMS INC | 21.6K | $12.1M | $14.4M | 5.17% | +3.6K | 2026-06-30 |
| 7 | TSLA | TESLA INC | 25.4K | $10.7M | $9.1M | 3.24% | +1.9K | 2026-06-30 |
| 8 | NVDA | NVIDIA CORPORATION | 49.9K | $10.0M | $10.6M | 3.79% | -12,600 | 2026-06-30 |
| 9 | INTC | INTEL CORP | 66.5K | $9.3M | $6.5M | 2.31% | -65,430 | 2026-06-30 |
| 10 | — | NOVA LTD | 9.7K | $5.2M | $5.2M | 1.87% | +3.6K | 2026-06-30 |
| 11 | ORCL | ORACLE CORP | 34.5K | $5.1M | $4.8M | 1.73% | +11.5K | 2026-06-30 |
| 12 | PANW | PALO ALTO NETWORKS INC | 14.3K | $4.9M | $5.4M | 1.92% | -8,200 | 2026-06-30 |
| 13 | ENPH | ENPHASE ENERGY INC | 95.3K | $4.7M | $3.5M | 1.25% | +45.3K | 2026-06-30 |
| 14 | NOW | SERVICENOW INC | 46.7K | $4.6M | $6.6M | 2.37% | +11.4K | 2026-06-30 |
| 15 | SNOW | SNOWFLAKE INC | 18.1K | $4.6M | $5.9M | 2.09% | +2.6K | 2026-06-30 |
| 16 | AMAT | APPLIED MATLS INC | 6.0K | $4.3M | $2.5M | 0.90% | -2,100 | 2026-06-30 |
| 17 | MDB | MONGODB INC | 12.8K | $4.3M | $4.8M | 1.73% | +2.8K | 2026-06-30 |
| 18 | TXN | TEXAS INSTRS INC | 14.2K | $4.2M | $3.7M | 1.34% | +970 | 2026-06-30 |
| 19 | CSCO | CISCO SYS INC | 34.5K | $4.1M | $3.8M | 1.36% | -- | 2026-06-30 |
| 20 | TWLO | TWILIO INC | 18.6K | $3.8M | $4.5M | 1.62% | -6,350 | 2026-06-30 |
| 21 | GNRC | GENERAC HLDGS INC | 12.9K | $3.8M | $2.3M | 0.81% | -- | 2026-06-30 |
| 22 | — | SIMILARWEB LTD | 615.0K | $3.8M | $3.8M | 1.35% | -- | 2026-06-30 |
| 23 | ADI | ANALOG DEVICES INC | 9.5K | $3.8M | $3.4M | 1.22% | -765 | 2026-06-30 |
| 24 | — | CAMTEK LTD | 21.9K | $3.6M | $3.6M | 1.28% | +520 | 2026-06-30 |
| 25 | NTNX | NUTANIX INC | 70.0K | $3.6M | $4.8M | 1.70% | -- | 2026-06-30 |
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