The Analysis of Sphera Management Technology Funds Ltd's Holdings

Currently, Sphera Management Technology Funds Ltd holds 64 types of securities in its portfolio with a total value $197.5M. In the most recent quarter, they have increased their positions in N/A (+4.7M shares, valued at $6.3M), ORCL (+17.0K shares, valued at $4.8M), N/A (+2.3M shares, valued at $3.6M); decreased their positions in AMAT (-13.4K shares, valued at $2.7M), NVDA (-14.6K shares, valued at $2.7M), IREN (-40.0K shares, valued at $1.9M); initiated new positions in N/A (+4.7M shares, valued at $6.3M), ORCL (+17.0K shares, valued at $4.8M), N/A (+2.3M shares, valued at $3.6M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC68.5K shares10.31%2025-09-302025-11-14

META META PLATFORMS INC20.2K shares1.66%2025-09-302025-11-14

MSFT MICROSOFT CORP22.0K shares-10.87%2025-09-302025-11-14

AMD ADVANCED MICRO DEVICES INC57.0K shares-15.79%2025-09-302025-11-14

AVGO BROADCOM INC27.3K shares37.28%2025-09-302025-11-14

TSLA TESLA INC18.0K shares55.03%2025-09-302025-11-14

INTC INTEL CORP188.0K shares27.03%2025-09-302025-11-14

SOLAREDGE TECHNOLOGIES INC SOLAREDGE TECHNOLOGIES INC4.7M sharesnew addition2025-09-302025-11-14

Sponsored

NVDA NVIDIA CORPORATION32.1K shares-31.24%2025-09-302025-11-14

MRVL MARVELL TECHNOLOGY INC62.0K shares0.98%2025-09-302025-11-14

ORCL ORACLE CORP17.0K sharesnew addition2025-09-302025-11-14

U UNITY SOFTWARE INC110.0K shares120.00%2025-09-302025-11-14

SMWB SIMILARWEB LTD462.9K shares14.89%2025-09-302025-11-14

CAMT CAMTEK LTD35.0K shares-30.00%2025-09-302025-11-14

SNOWFLAKE INC SNOWFLAKE INC2.3M sharesnew addition2025-09-302025-11-14

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP3.8M shares0.00%2025-09-302025-11-14

Sponsored

PANW PALO ALTO NETWORKS INC17.0K sharesnew addition2025-09-302025-11-14

NICE NICE LTD23.0K shares130.00%2025-09-302025-11-14

CLBT CELLEBRITE DI LTD170.0K shares142.86%2025-09-302025-11-14

GOOG ALPHABET INC12.9K sharesnew addition2025-09-302025-11-14

CHKP CHECK POINT SOFTWARE TECH LT15.0K sharesnew addition2025-09-302025-11-14

NFLX NETFLIX INC2.5K shares31.58%2025-09-302025-11-14

UBER UBER TECHNOLOGIES INC30.0K shares-14.29%2025-09-302025-11-14

CIEN CIENA CORP19.0K shares58.33%2025-09-302025-11-14

Sponsored

TXN TEXAS INSTRS INC15.0K shares87.50%2025-09-302025-11-14

AMAT APPLIED MATLS INC11.9K shares-52.79%2025-09-302025-11-14

WIX WIX COM LTD13.0K shares-43.84%2025-09-302025-11-14

IBM INTERNATIONAL BUSINESS MACHS8.0K sharesnew addition2025-09-302025-11-14

LSCC LATTICE SEMICONDUCTOR CORP30.0K shares-21.05%2025-09-302025-11-14

ODD ODDITY TECH LTD35.0K shares0.00%2025-09-302025-11-14

FROG JFROG LTD45.0K shares-20.77%2025-09-302025-11-14

BOX INC BOX INC2.0M sharesnew addition2025-09-302025-11-14

Sponsored

TWLO TWILIO INC20.0K sharesnew addition2025-09-302025-11-14

ADI ANALOG DEVICES INC7.7K shares0.00%2025-09-302025-11-14

AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC2.0M shares0.00%2025-09-302025-11-14

SEDG SOLAREDGE TECHNOLOGIES INC50.0K shares-21.38%2025-09-302025-11-14

VRNS VARONIS SYS INC30.0K sharesnew addition2025-09-302025-11-14

COIN COINBASE GLOBAL INC5.0K shares-6.72%2025-09-302025-11-14

WDAY WORKDAY INC7.0K shares0.00%2025-09-302025-11-14

HUT HUT 8 CORP45.0K sharesnew addition2025-09-302025-11-14

Sponsored

SUNRUN INC SUNRUN INC1.1M shares120.00%2025-09-302025-11-14

CRM SALESFORCE INC6.1K shares0.00%2025-09-302025-11-14

ENPH ENPHASE ENERGY INC40.0K sharesnew addition2025-09-302025-11-14

IREN IREN LIMITED30.0K shares-57.14%2025-09-302025-11-14

NET CLOUDFLARE INC6.0K shares-14.29%2025-09-302025-11-14

AVAV AEROVIRONMENT INC3.9K sharesnew addition2025-09-302025-11-14

HPE HEWLETT PACKARD ENTERPRISE C50.0K sharesnew addition2025-09-302025-11-14

SEI SOLARIS ENERGY INFRAS INC30.0K sharesnew addition2025-09-302025-11-14

Sponsored

ALGM ALLEGRO MICROSYSTEMS INC40.0K sharesnew addition2025-09-302025-11-14

OSCR OSCAR HEALTH INC60.0K shares0.00%2025-09-302025-11-14

CEVA CEVA INC43.0K shares0.00%2025-09-302025-11-14

PAYO PAYONEER GLOBAL INC170.0K shares-12.82%2025-09-302025-11-14

PENGUIN SOLUTIONS INC PENGUIN SOLUTIONS INC850.0K sharesnew addition2025-09-302025-11-14

ZETA ZETA GLOBAL HOLDINGS CORP50.0K sharesnew addition2025-09-302025-11-14

FSLR FIRST SOLAR INC4.0K shares0.00%2025-09-302025-11-14

TTMI TTM TECHNOLOGIES INC15.0K sharesnew addition2025-09-302025-11-14

Sponsored

ETOR ETORO GROUP LTD20.0K shares0.00%2025-09-302025-11-14

COMP COMPASS INC100.0K shares-16.67%2025-09-302025-11-14

PERI PERION NETWORK LTD80.0K shares-60.00%2025-09-302025-11-14

NNDM NANO DIMENSION LTD431.9K shares0.00%2025-09-302025-11-14

KRNT KORNIT DIGITAL LTD47.5K shares0.00%2025-09-302025-11-14

FOUR SHIFT4 PMTS INC8.0K shares0.00%2025-09-302025-11-14

SPWR COMPLETE SOLARIA INC343.8K shares129.23%2025-09-302025-11-14

VLN.WS VALENS SEMICONDUCTOR LTD335.3K shares0.00%2025-09-302025-11-14

Sponsored

Call Option Holdings

S Call CallSENTINELONE INC180.0K shares28.57%2025-09-302025-11-14

NICE Call CallNICE LTD20.0K shares-12.28%2025-09-302025-11-14

Put Option Holdings

QQQ Put PutINVESCO QQQ TR190.0K shares261.90%2025-09-302025-11-14