Sphera Management Technology Funds Ltd Top Holdings and 13F Report (2025) About Sphera Management Technology Funds LtdInvestment ActivitySphera Management Technology Funds Ltd has $199.07 million in total holdings as of June 30, 2025.Sphera Management Technology Funds Ltd owns shares of 64 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 27.89% of the portfolio was purchased this quarter.About 18.99% of the portfolio was sold this quarter.This quarter, Sphera Management Technology Funds Ltd has purchased 64 new stocks and bought additional shares in 19 stocks.Sphera Management Technology Funds Ltd sold shares of 16 stocks and completely divested from 12 stocks this quarter.Largest Holdings Invesco QQQ $28,961,101Meta Platforms $14,640,015Amazon.com $13,617,537Microsoft $12,278,068Advanced Micro Devices $9,605,211 Largest New Holdings this Quarter M98068105 - Wix.com $3,668,349 HoldingM7516K103 - Nova $2,841,715 Holding032654105 - Analog Devices $1,832,754 Holding882508104 - Texas Instruments $1,660,960 Holding70451X104 - Payoneer Global $1,335,750 Holding Largest Purchases this Quarter Invesco QQQ 32,500 shares (about $17.93M)Microsoft 7,840 shares (about $3.90M)Advanced Micro Devices 26,630 shares (about $3.78M)Wix.com 23,150 shares (about $3.67M)Nova 10,326 shares (about $2.84M) Largest Sales this Quarter Salesforce 18,500 shares (about $5.04M)Perion Network 274,120 shares (about $2.78M)Micron Technology 17,735 shares (about $2.19M)Dell Technologies 17,335 shares (about $2.13M)SolarEdge Technologies 80,403 shares (about $1.64M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSphera Management Technology Funds Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$28,961,101$17,928,301 ▲162.5%52,50014.5%FinanceMETAMeta Platforms$14,640,015$309,998 ▲2.2%19,8357.4%Computer and TechnologyAMZNAmazon.com$13,617,537$300,564 ▲2.3%62,0706.8%Retail/WholesaleMSFTMicrosoft$12,278,068$3,899,694 ▲46.5%24,6846.2%Computer and TechnologyAMDAdvanced Micro Devices$9,605,211$3,778,797 ▲64.9%67,6904.8%Computer and TechnologyNVDANVIDIA$7,368,654$1,523,024 ▲26.1%46,6403.7%Computer and TechnologyNICENice$5,540,248$1,520,190 ▼-21.5%32,8002.8%Computer and TechnologyAVGOBroadcom$5,471,653$592,648 ▼-9.8%19,8502.7%Computer and TechnologyMRVLMarvell Technology$4,752,360$2,252,340 ▲90.1%61,4002.4%Computer and TechnologyAMATApplied Materials$4,633,502$1,374,856 ▲42.2%25,3102.3%Computer and TechnologyCAMTCamtek$4,228,000$1,775,760 ▲72.4%50,0002.1%Computer and TechnologyINTCIntel$3,987,200$492,800 ▼-11.0%178,0002.0%Computer and TechnologyTSLATesla$3,694,386$879,918 ▼-19.2%11,6301.9%Auto/Tires/TrucksWIXWix.com$3,668,349$3,668,349 ▲New Holding23,1501.8%Computer and TechnologyON SEMICONDUCTOR CORP$3,520,8250.0%3,800,0001.8%NOTE 0.500% 3/0UBERUber Technologies$3,265,5000.0%35,0001.6%Computer and TechnologySMWBSimilarweb$3,158,564$832,004 ▲35.8%402,8781.6%Computer and TechnologyAAPLApple$3,038,568$523,184 ▲20.8%14,8101.5%Computer and TechnologyNVMINova$2,841,715$2,841,715 ▲New Holding10,3261.4%Computer and TechnologyODDITY TECH LTD$2,641,450$377,350 ▲16.7%35,0001.3%SHS CL ASSentinelOne$2,559,2000.0%140,0001.3%Computer and TechnologyNFLXNetflix$2,544,3470.0%1,9001.3%Consumer DiscretionaryFROGJFrog$2,492,384$140,416 ▼-5.3%56,8001.3%Computer and TechnologyMUMicron Technology$2,127,911$2,185,838 ▼-50.7%17,2651.1%Computer and TechnologyCYBRCyberArk Software$2,034,400$207,916 ▼-9.3%5,0001.0%Computer and TechnologyPERIPerion Network$2,030,000$2,782,318 ▼-57.8%200,0001.0%Computer and TechnologyAKAMAI TECHNOLOGIES INC$1,906,0380.0%2,000,0001.0%NOTE 1.125% 2/1MNDYmonday.com$1,886,880$166,674 ▼-8.1%6,0000.9%Computer and TechnologyCOINCoinbase Global$1,878,626$651,911 ▲53.1%5,3600.9%FinanceLSCCLattice Semiconductor$1,861,620$636,870 ▲52.0%38,0000.9%Computer and TechnologyADIAnalog Devices$1,832,754$1,832,754 ▲New Holding7,7000.9%Computer and TechnologyTEAMAtlassian$1,778,053$149,271 ▲9.2%8,7550.9%Computer and TechnologyWDAYWorkday$1,680,0000.0%7,0000.8%Computer and TechnologyTXNTexas Instruments$1,660,960$1,660,960 ▲New Holding8,0000.8%Computer and TechnologyCRMSalesforce$1,652,501$5,044,764 ▼-75.3%6,0600.8%Computer and TechnologyHUBSHubSpot$1,391,575$317,279 ▲29.5%2,5000.7%Computer and TechnologyNETCloudflare$1,370,810$195,830 ▲16.7%7,0000.7%Computer and TechnologyPAYOPayoneer Global$1,335,750$1,335,750 ▲New Holding195,0000.7%Business ServicesETORO GROUP LTD$1,331,800$1,331,800 ▲New Holding20,0000.7%SHS CL ASEDGSolarEdge Technologies$1,297,379$1,640,221 ▼-55.8%63,5970.7%EnergyOSCROscar Health$1,286,400$1,286,400 ▲New Holding60,0000.6%FinanceDELLDell Technologies$1,226,000$2,125,271 ▼-63.4%10,0000.6%Computer and TechnologyESTCElastic$1,210,1360.0%14,3500.6%Computer and TechnologyUUnity Software$1,210,0000.0%50,0000.6%Computer and TechnologyKWEBKraneShares CSI China Internet ETF$1,201,550$205,980 ▼-14.6%35,0000.6%ManufacturingGTLBGitLab$1,127,750$408,697 ▼-26.6%25,0000.6%Computer and TechnologyCLBTCellebrite DI$1,120,000$1,120,000 ▲New Holding70,0000.6%Computer and TechnologyYNDXYandex$1,106,600$1,106,600 ▲New Holding20,0000.6%Computer and TechnologyBLOCK INC$1,073,294$393,994 ▲58.0%15,8000.5%CL AIRENIREN$1,019,900$1,019,900 ▲New Holding70,0000.5%FinanceCIENCiena$975,9600.0%12,0000.5%Computer and TechnologyKRNTKornit Digital$946,123$149,723 ▲18.8%47,5200.5%IndustrialsCEVACeva$945,1400.0%43,0000.5%Computer and TechnologyVLNValens Semiconductor$881,942$170,950 ▼-16.2%335,3390.4%Computer and TechnologyFOURShift4 Payments$792,8800.0%8,0000.4%Business ServicesZMZoom Communications$779,8000.0%10,0000.4%Computer and TechnologyCOMPCompass$753,6000.0%120,0000.4%Computer and TechnologyTTDTrade Desk$719,9000.0%10,0000.4%Computer and TechnologyNNDMNano Dimension$699,754$32,400 ▼-4.4%431,9470.4%Computer and TechnologyFSLRFirst Solar$662,160$662,160 ▲New Holding4,0000.3%EnergyPCTYPaylocity$585,2440.0%3,2300.3%Computer and TechnologyPAYCPaycom Software$540,3190.0%2,3350.3%Computer and TechnologySUNRUN INC$364,0510.0%500,0000.2%NOTE 4.000% 3/0COMPLETE SOLARIA INC$276,000$276,000 ▲New Holding150,0000.1%COMSMHVanEck Semiconductor ETF$0$7,401,450 ▼-100.0%00.0%ManufacturingSPYSPDR S&P 500 ETF Trust$0$2,796,950 ▼-100.0%00.0%FinanceGOOGAlphabet$0$2,390,319 ▼-100.0%00.0%Computer and TechnologyQCOMQUALCOMM$0$1,536,100 ▼-100.0%00.0%Computer and TechnologyADSKAutodesk$0$1,439,900 ▼-100.0%00.0%Computer and TechnologyGLBEGlobal-e Online$0$1,069,500 ▼-100.0%00.0%Retail/WholesaleCPNGCoupang$0$767,550 ▼-100.0%00.0%Retail/WholesaleHIPOHippo$0$639,000 ▼-100.0%00.0%FinanceTBLATaboola.com$0$531,000 ▼-100.0%00.0%Computer and TechnologyWDCWestern Digital$0$485,160 ▼-100.0%00.0%Computer and TechnologySERVE ROBOTICS INC$0$86,250 ▼-100.0%00.0%COMSHLTSHL Telemedicine$0$67,667 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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