Sphera Management Technology Funds Ltd
86 holdingsFiling period: 2026-06-30Current AUM: $279.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices Inc | 30.8K | $17.9M | $16.4M | 5.86% | -9,340 | 2026-06-30 |
| 2 | GOOG | Alphabet Inc | 41.5K | $14.6M | $13.0M | 4.66% | +10.6K | 2026-06-30 |
| 3 | AMZN | Amazon.com Inc | 61.2K | $14.6M | $15.2M | 5.45% | -100 | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 36.5K | $13.6M | $19.5M | 6.96% | +6.5K | 2026-06-30 |
| 5 | AVGO | Broadcom Inc | 34.4K | $13.0M | $11.3M | 4.05% | +6.6K | 2026-06-30 |
| 6 | META | Meta Platforms Inc | 21.6K | $12.1M | $13.6M | 4.86% | +3.6K | 2026-06-30 |
| 7 | TSLA | Tesla Inc | 25.4K | $10.7M | $10.0M | 3.56% | +1.9K | 2026-06-30 |
| 8 | NVDA | NVIDIA Corporation | 49.9K | $10.0M | $10.8M | 3.85% | -12,600 | 2026-06-30 |
| 9 | INTC | Intel Corp | 66.5K | $9.3M | $6.0M | 2.15% | -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 | $4.4M | 1.56% | +11.5K | 2026-06-30 |
| 12 | PANW | Palo Alto Networks Inc | 14.3K | $4.9M | $5.6M | 2.00% | -8,200 | 2026-06-30 |
| 13 | ENPH | Enphase Energy Inc | 95.3K | $4.7M | $2.9M | 1.04% | +45.3K | 2026-06-30 |
| 14 | NOW | Servicenow Inc | 46.7K | $4.6M | $7.4M | 2.64% | +11.4K | 2026-06-30 |
| 15 | SNOW | Snowflake Inc | 18.1K | $4.6M | $6.1M | 2.17% | +2.6K | 2026-06-30 |
| 16 | AMAT | Applied Matls Inc | 6.0K | $4.3M | $2.3M | 0.83% | -2,100 | 2026-06-30 |
| 17 | MDB | Mongodb Inc | 12.8K | $4.3M | $5.0M | 1.79% | +2.8K | 2026-06-30 |
| 18 | TXN | Texas Instrs Inc | 14.2K | $4.2M | $4.2M | 1.51% | +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 | $4.9M | 1.76% | -6,350 | 2026-06-30 |
| 21 | GNRC | Generac Hldgs Inc | 12.9K | $3.8M | $2.4M | 0.87% | -- | 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 | $3.9M | 1.38% | -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 | $5.1M | 1.82% | -- | 2026-06-30 |
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