Sphera Management Technology Funds Ltd — 13F holdings

Sphera Management Technology Funds Ltd reported 86 holdings worth $286M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AMD ADVANCED MICRO DEVICES INC — $17.9M (6.3%)
2. GOOG ALPHABET INC — $14.6M (5.1%)
3. AMZN AMAZON COM INC — $14.6M (5.1%)
4. MSFT MICROSOFT CORP — $13.6M (4.8%)
5. AVGO BROADCOM INC — $13.0M (4.5%)
6. META META PLATFORMS INC — $12.1M (4.2%)
7. TSLA TESLA INC — $10.7M (3.7%)
8. NVDA NVIDIA CORPORATION — $9.98M (3.5%)
9. INTC Intel Corp — $9.29M (3.2%)
10. NVMI NOVA LTD — $5.24M (1.8%)