Sphera Management Technology Funds Ltd: 13F holdings
CIK 20305252026Q2
| Positions | 86 |
|---|
| Reported value | $416.9m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 86 (+31 vs prior quarter) |
|---|
| Reported value | $416.9m (+134.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SNOWFLAKE INC | 450,000 | $79.5m | 19.1% |
| ETSY INC | 700,000 | $52.7m | 12.6% |
| AMD ADVANCED MICRO DEVICES INC | 30,810 | $17.9m | 4.3% |
| GOOG ALPHABET INC | 41,450 | $14.6m | 3.5% |
| AMZN AMAZON COM INC | 61,200 | $14.6m | 3.5% |
| MSFT MICROSOFT CORP | 36,550 | $13.6m | 3.3% |
| AVGO BROADCOM INC | 34,350 | $13.0m | 3.1% |
| META META PLATFORMS INC | 21,560 | $12.1m | 2.9% |
| TSLA TESLA INC | 25,420 | $10.7m | 2.6% |
| NVDA NVIDIA CORPORATION | 49,880 | $10.0m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2030525")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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