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SPHERA FUNDS MANAGEMENT LTD. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SPHERA FUNDS MANAGEMENT LTD.
报告期 2026-03-31 · CIK 0001496201
持仓数
96
前50大市值合计
$518.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 95 项
建仓 13
增持 19
减持 22
清仓 41
方向
标的
Δ市值
现股数(环比)
建仓
QQQ
INVESCO QQQ TR
+$45.7M
126,000
减持
ABBV
ABBVIE INC
-$31.9M
190,994
-59%
建仓
NVO
NOVO-NORDISK A S
+$26.4M
237,400
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
JNJ
JOHNSON & JOHNSON
+$25.8M
295,023
+90%
清仓
XBI
SPDR SER TR
-$24.6M
0
-100%
减持
LLY
LILLY ELI & CO
-$24.0M
70,295
-56%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$20.9M
2,932,878
+252%
清仓
—
WIX COM LTD
-$17.3M
0
-100%
清仓
MSFT
MICROSOFT CORP
-$17.0M
0
-100%
清仓
AMZN
AMAZON COM INC
-$14.0M
0
-100%
清仓
META
META PLATFORMS INC
-$14.0M
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$13.4M
0
-100%
增持
PFE
PFIZER INC
+$13.2M
515,070
+125%
清仓
BURL
BURLINGTON STORES INC
-$12.1M
0
-100%
增持
—
SPRINGWORKS THERAPEUTICS INC
+$11.8M
585,025
+71%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$10.9M
100,000
建仓
—
ZIM INTEGRATED SHIPPING SERV
+$10.8M
148,000
清仓
—
VERINT SYS INC
-$10.5M
0
-100%
清仓
—
ARYA SCIENCES ACQU CORP IV
-$9.9M
0
-100%
清仓
—
LESLIES INC
-$8.8M
0
-100%
清仓
PTGX
PROTAGONIST THERAPEUTICS INC
-$8.6M
0
-100%
清仓
—
GRAPHITE BIO INC
-$8.2M
0
-100%
减持
—
FIVERR INTL LTD
-$7.9M
4,951,000
-62%
减持
S
SENTINELONE INC
-$7.6M
65,000
-67%
减持
FATE
FATE THERAPEUTICS INC
-$7.4M
89,425
-52%
清仓
ASAN
ASANA INC
-$7.2M
0
-100%
清仓
ZLAB
ZAI LAB LTD
-$7.0M
0
-100%
清仓
CLDX
CELLDEX THERAPEUTICS INC NEW
-$6.4M
0
-100%
增持
—
CHINOOK THERAPEUTICS INC
+$6.3M
493,677
+342%
清仓
—
ESSA PHARMA INC
-$6.0M
0
-100%
减持
—
ASTRAZENECA PLC
-$6.0M
836,817
-21%
建仓
V
VISA INC
+$5.6M
25,200
清仓
IDYA
IDEAYA BIOSCIENCES INC
-$5.6M
0
-100%
增持
FIVN
FIVE9 INC
-$5.5M
278,599
+6%
减持
TEAD
OUTBRAIN INC
-$5.5M
52,531
-88%
清仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$5.4M
0
-100%
减持
HOWL
WEREWOLF THERAPEUTICS INC
-$5.2M
584,203
-10%
增持
—
IVERIC BIO INC
+$4.9M
774,130
+60%
增持
KYMR
KYMERA THERAPEUTICS INC
-$4.7M
368,061
+16%
清仓
PMVP
PMV PHARMACEUTICALS INC
-$4.4M
0
-100%
减持
SNY
SANOFI
-$4.4M
972,415
-10%
建仓
MA
MASTERCARD INCORPORATED
+$4.3M
12,100
清仓
—
SUTRO BIOPHARMA INC
-$4.2M
0
-100%
清仓
—
KALVISTA PHARMACEUTICALS INC
-$4.2M
0
-100%
建仓
—
AIRBNB INC
+$4.2M
24,300
清仓
—
ALLOT LTD
-$4.0M
0
-100%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$4.0M
24,768
减持
CCCC
C4 THERAPEUTICS INC
-$4.0M
362,528
-9%
清仓
—
OMEGA THERAPEUTICS INC
-$4.0M
0
-100%
减持
MRK
MERCK & CO INC
-$3.7M
278,200
-20%
增持
RUN
SUNRUN INC
+$3.7M
378,000
+66%
建仓
REPL
REPLIMUNE GROUP INC
+$3.6M
212,640
增持
SNDX
SYNDAX PHARMACEUTICALS INC
-$3.6M
1,277,413
+9%
清仓
—
BIOATLA INC
-$3.5M
0
-100%
清仓
—
CAMTEK LTD
-$3.5M
0
-100%
增持
ALT
ALTIMMUNE INC
-$3.4M
1,306,953
+5%
清仓
—
POINT BIOPHARMA GLOBAL INC
-$3.3M
0
-100%
清仓
—
TURNING POINT THERAPEUTICS I
-$3.3M
0
-100%
清仓
BIIB
BIOGEN INC
-$3.1M
0
-100%
建仓
—
ASCENDIS PHARMA A/S
+$3.1M
26,529
建仓
—
IRONSOURCE LTD
+$3.0M
620,000
减持
RLMD
RELMADA THERAPEUTICS INC
-$2.9M
291,252
-39%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$2.9M
211,326
-3%
减持
—
CAESARSTONE LTD
-$2.8M
428,046
-34%
减持
ABNB
AIRBNB INC
-$2.8M
30,000
-37%
清仓
—
INHIBRX INC
-$2.7M
0
-100%
建仓
CAT
CATERPILLAR INC
+$2.7M
12,000
清仓
—
ADICET BIO INC
-$2.6M
0
-100%
减持
—
KEZAR LIFE SCIENCES INC
-$2.5M
187,599
-44%
增持
GNRC
GENERAC HLDGS INC
-$2.3M
42,211
+0%
清仓
CMPX
COMPASS THERAPEUTICS INC
-$2.2M
0
-100%
清仓
—
BCLS ACQUISITION CORP
-$2.1M
0
-100%
清仓
—
UNIQURE NV
-$2.1M
0
-100%
减持
—
VERONA PHARMA PLC
-$2.1M
666,339
-17%
减持
—
ONCORUS INC
-$2.0M
540,258
-5%
清仓
—
ARYA SCIENCES ACQUISITN CORP
-$1.9M
0
-100%
减持
KURA
KURA ONCOLOGY INC
-$1.7M
618,244
-26%
增持
—
VISTAGEN THERAPEUTICS INC
-$1.7M
4,951,423
+23%
建仓
KRYS
KRYSTAL BIOTECH INC
+$1.7M
25,310
减持
—
OTONOMO TECHNOLOGIES LTD
-$1.7M
391,863
-34%
清仓
ARGX
ARGENX SE
-$1.5M
0
-100%
增持
—
PERION NETWORK LTD
+$1.5M
306,051
+36%
清仓
ANNX
ANNEXON INC
-$1.4M
0
-100%
清仓
DYN
DYNE THERAPEUTICS INC
-$1.3M
0
-100%
清仓
—
CYTEIR THERAPEUTICS INC
-$1.1M
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$969.0K
0
-100%
减持
—
ARBE ROBOTICS LTD
-$820.0K
43,165
-64%
清仓
—
LAVA THERAPEUTICS NV
-$758.0K
0
-100%
增持
KROS
KEROS THERAPEUTICS INC
+$587.0K
139,581
+17%
增持
CRNX
CRINETICS PHARMACEUTICALS IN
-$567.0K
521,947
+23%
增持
NAUT
NAUTILUS BIOTECHNOLOGY INC
-$498.0K
840,000
+5%
减持
—
IMMUNIC INC
+$211.0K
583,206
-13%
增持
MGIC
MAGIC SOFTWARE ENTERPRISES L
+$193.0K
81,293
+41%
增持
—
MERUS N V
-$24.0K
409,141
+20%
清仓
—
OUTLOOK THERAPEUTICS INC
-$15.0K
0
-100%
