Sphera Management Technology Funds Ltd Top Holdings and 13F Report (2025) About Sphera Management Technology Funds LtdInvestment ActivitySphera Management Technology Funds Ltd has $154.21 million in total holdings as of March 31, 2025.Sphera Management Technology Funds Ltd owns shares of 64 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 35.82% of the portfolio was purchased this quarter.About 36.41% of the portfolio was sold this quarter.This quarter, Sphera Management Technology Funds Ltd has purchased 62 new stocks and bought additional shares in 21 stocks.Sphera Management Technology Funds Ltd sold shares of 19 stocks and completely divested from 12 stocks this quarter.Largest Holdings Amazon.com $11,548,782Meta Platforms $11,190,029Invesco QQQ $9,378,400VanEck Semiconductor ETF $7,401,450Salesforce $6,590,922 Largest New Holdings this Quarter 92189F676 - VanEck Semiconductor ETF $7,401,450 Holding88160R101 - Tesla $3,731,904 Holding78462F103 - SPDR S&P 500 ETF Trust $2,796,950 Holding038222105 - Applied Materials $2,583,136 Holding24703L202 - Dell Technologies $2,491,585 Holding Largest Purchases this Quarter VanEck Semiconductor ETF 35,000 shares (about $7.40M)Salesforce 22,210 shares (about $5.96M)Tesla 14,400 shares (about $3.73M)Perion Network 356,603 shares (about $2.90M)SPDR S&P 500 ETF Trust 5,000 shares (about $2.80M) Largest Sales this Quarter Invesco QQQ 57,000 shares (about $26.73M)Alphabet 31,275 shares (about $4.89M)Workday 10,000 shares (about $2.34M)Apple 7,740 shares (about $1.72M)Marvell Technology 22,700 shares (about $1.40M) 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 PortfolioSectorAMZNAmazon.com$11,548,782$694,449 ▲6.4%60,7007.5%Retail/WholesaleMETAMeta Platforms$11,190,029$337,171 ▼-2.9%19,4157.3%Computer and TechnologyQQQInvesco QQQ$9,378,400$26,728,440 ▼-74.0%20,0006.1%FinanceSMHVanEck Semiconductor ETF$7,401,450$7,401,450 ▲New Holding35,0004.8%ManufacturingCRMSalesforce$6,590,922$5,960,276 ▲945.1%24,5604.3%Computer and TechnologyNICENICE$6,444,306$2,590,056 ▲67.2%41,8004.2%Computer and TechnologyMSFTMicrosoft$6,323,069$211,720 ▲3.5%16,8444.1%Computer and TechnologyINTCIntel$4,542,000$2,271,000 ▲100.0%200,0002.9%Computer and TechnologyAMDAdvanced Micro Devices$4,218,504$2,618,842 ▲163.7%41,0602.7%Computer and TechnologyNVDANVIDIA$4,010,060$2,124,248 ▲112.6%37,0002.6%Computer and TechnologyPERIPerion Network$3,859,337$2,902,749 ▲303.4%474,1202.5%Computer and TechnologyTSLATesla$3,731,904$3,731,904 ▲New Holding14,4002.4%Auto/Tires/TrucksAVGOBroadcom$3,683,460$334,860 ▲10.0%22,0002.4%Computer and TechnologyON SEMICONDUCTOR CORP$3,277,221$862,427 ▲35.7%3,800,0002.1%NOTE 0.500% 3/0MUMicron Technology$3,041,150$868,900 ▲40.0%35,0002.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,796,950$2,796,950 ▲New Holding5,0001.8%FinanceAAPLApple$2,723,314$1,719,286 ▼-38.7%12,2601.8%Computer and TechnologyAMATApplied Materials$2,583,136$2,583,136 ▲New Holding17,8001.7%Computer and TechnologyUBERUber Technologies$2,550,100$837,890 ▼-24.7%35,0001.7%Computer and TechnologySSentinelOne$2,545,200$1,181,700 ▲86.7%140,0001.7%Computer and TechnologyDELLDell Technologies$2,491,585$2,491,585 ▲New Holding27,3351.6%Computer and TechnologySMWBSimilarweb$2,454,164$1,096,685 ▲80.8%296,7551.6%Computer and TechnologyGOOGAlphabet$2,390,319$4,886,093 ▼-67.1%15,3001.6%Computer and TechnologySEDGSolarEdge Technologies$2,329,920$1,359,120 ▲140.0%144,0001.5%EnergyMRVLMarvell Technology$1,988,711$1,397,639 ▼-41.3%32,3001.3%Computer and TechnologyFROGJFrog$1,920,000$751,232 ▼-28.1%60,0001.2%Computer and TechnologyAKAMAI TECHNOLOGIES INC$1,905,035$476,259 ▲33.3%2,000,0001.2%NOTE 1.125% 2/1CYBRCyberArk Software$1,862,718$1,862,718 ▲New Holding5,5111.2%Computer and TechnologyNFLXNetflix$1,771,807$149,205 ▼-7.8%1,9001.1%Consumer DiscretionaryTEAMAtlassian$1,701,924$1,701,924 ▲New Holding8,0201.1%Computer and TechnologyCAMTCamtek$1,700,270$507,150 ▼-23.0%29,0001.1%Computer and TechnologyWDAYWorkday$1,634,710$2,335,300 ▼-58.8%7,0001.1%Computer and TechnologyGTLBGitLab$1,600,820$284,820 ▲21.6%34,0601.0%Computer and TechnologyMNDYmonday.com$1,587,835$1,587,835 ▲New Holding6,5301.0%Computer and TechnologyQCOMQUALCOMM$1,536,100$580,646 ▼-27.4%10,0001.0%Computer and TechnologyADSKAutodesk$1,439,900$523,600 ▼-26.7%5,5000.9%Computer and TechnologyKWEBKraneShares CSI China Internet ETF$1,431,310$558,560 ▲64.0%41,0000.9%ManufacturingLSCCLattice Semiconductor$1,311,250$262,250 ▲25.0%25,0000.9%Computer and TechnologyODDITY TECH LTD$1,297,800$648,900 ▼-33.3%30,0000.8%SHS CL AESTCElastic$1,278,585$191,565 ▲17.6%14,3500.8%Computer and TechnologyHUBSHubSpot$1,102,590$1,102,590 ▲New Holding1,9300.7%Computer and TechnologyCEVACEVA$1,101,230$1,101,230 ▲New Holding43,0000.7%Computer and TechnologyGLBEGlobal-E Online$1,069,5000.0%30,0000.7%Retail/WholesaleCOMPCompass$1,047,600$130,950 ▼-11.1%120,0000.7%Computer and TechnologyUUnity Software$979,500$4,192 ▼-0.4%50,0000.6%Computer and TechnologyVLNValens Semiconductor$816,692$8,160 ▲1.0%400,3390.5%Computer and TechnologyCPNGCoupang$767,5500.0%35,0000.5%Retail/WholesaleKRNTKornit Digital$763,200$763,200 ▲New Holding40,0000.5%IndustrialsZMZoom Video Communications$737,7000.0%10,0000.5%Computer and TechnologyCIENCiena$725,160$483,440 ▼-40.0%12,0000.5%Computer and TechnologyNNDMNano Dimension$718,5960.0%451,9470.5%Computer and TechnologyNETCloudflare$676,140$327,815 ▼-32.7%6,0000.4%Computer and TechnologyFOURShift4 Payments$653,6800.0%8,0000.4%Business ServicesHIPOHippo$639,000$332,280 ▼-34.2%25,0000.4%FinancePCTYPaylocity$605,1080.0%3,2300.4%Computer and TechnologyCOINCoinbase Global$602,805$258,345 ▲75.0%3,5000.4%FinanceTTDTrade Desk$547,200$547,200 ▲New Holding10,0000.4%Computer and TechnologyBLOCK INC$543,3000.0%10,0000.4%CL ATBLATaboola.com$531,000$59,000 ▼-10.0%180,0000.3%Computer and TechnologyPAYCPaycom Software$510,1510.0%2,3350.3%Computer and TechnologyWDCWestern Digital$485,1600.0%12,0000.3%Computer and TechnologySUNRUN INC$359,757$359,757 ▲New Holding500,0000.2%NOTE 4.000% 3/0SERVE ROBOTICS INC$86,250$86,250 ▲New Holding15,0000.1%COMSHLTSHL Telemedicine$67,6670.0%32,6420.0%MedicalWIXWix.com$0$2,681,875 ▼-100.0%00.0%Computer and TechnologyENPHEnphase Energy$0$1,617,414 ▼-100.0%00.0%EnergyMBLYMobileye Global$0$1,195,200 ▼-100.0%00.0%Auto/Tires/TrucksMPWRMonolithic Power Systems$0$1,183,400 ▼-100.0%00.0%Computer and TechnologyFVRRFiverr International$0$951,900 ▼-100.0%00.0%Retail/WholesaleEXPEExpedia Group$0$931,650 ▼-100.0%00.0%Retail/WholesaleSPOTSpotify Technology$0$894,760 ▼-100.0%00.0%Business ServicesNVMINova$0$886,275 ▼-100.0%00.0%Computer and TechnologyCLBTCellebrite DI$0$881,200 ▼-100.0%00.0%Business ServicesGLWCorning$0$800,379 ▼-100.0%00.0%Computer and TechnologyCOHRCoherent$0$757,840 ▼-100.0%00.0%Business ServicesVEEVVeeva Systems$0$630,750 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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