account_balance
Investment manager · 13F filer · SEC CIK 2030525
Sphera Management Technology Funds Ltd
Reported value$285Mas of Jun 30, 2026
Positions83 36 new, 7 sold out
Top 10 weight42.5%AMD alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AMDAdvanced Micro Devices Inc
6.3%Trimmed −23%
GOOGAlphabet Inc.
5.1%Added +34%
AMZNAmazon.com Inc
5.1%
MSFTMicrosoft Corp
4.8%Added +22%
AVGOBroadcom Inc.
4.6%Added +24%
METAMeta Platforms, Inc.
4.3%Added +20%
TSLATesla, Inc.
3.7%Added +8%
NVDANVIDIA Corp
3.5%Trimmed −20%
INTCIntel Corp
3.3%Trimmed −50%
NVMINova Ltd.
1.8%
ORCLOracle Corp
1.8%Added +50%
PANWPalo Alto Networks Inc
1.7%−36%
AMDAdvanced Micro Devices Inc
6.3%−23%
GOOGAlphabet Inc.
5.1%
AMZNAmazon.com Inc
5.1%
MSFTMicrosoft Corp
4.8%
AVGOBroadcom Inc.
4.6%
METAMeta Platforms, Inc.
4.3%+20%
TSLATesla, Inc.
3.7%
NVDANVIDIA Corp
3.5%−20%
INTCIntel Corp
3.3%−50%
NVMI1.8%ORCL1.8%PANW1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMD Advanced Micro Devices Inc 6.3% Trimmed −23%GOOG Alphabet Inc. 5.1% Added +34%AMZN Amazon.com Inc 5.1% HeldMSFT Microsoft Corp 4.8% Added +22%AVGO Broadcom Inc. 4.6% Added +24%META Meta Platforms, Inc. 4.3% Added +20%TSLA Tesla, Inc. 3.7% Added +8%NVDA NVIDIA Corp 3.5% Trimmed −20%INTC Intel Corp 3.3% Trimmed −50%NVMI Nova Ltd. 1.8% Added +61%ORCL Oracle Corp 1.8% Added +50%PANW Palo Alto Networks Inc 1.7% Trimmed −36%
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.