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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 79 项
建仓 37
增持 15
减持 12
清仓 15
方向
标的
Δ市值
现股数(环比)
清仓
QQQ
INVESCO QQQ TR
-$280.6M
0
-100%
建仓
—
INVESCO QQQ TR
+$87.0M
325,500
清仓
SPY
SPDR S&P 500 ETF TR
-$75.3M
0
-100%
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。
清仓
XBI
SPDR SER TR
-$47.4M
0
-100%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$27.8M
776,346
-83%
建仓
—
NVIDIA CORPORATION
+$21.0M
172,600
建仓
—
TEVA PHARMACEUTICAL INDS LTD
+$17.8M
2,210,000
建仓
BIIB
BIOGEN INC
+$14.8M
55,500
减持
JNJ
JOHNSON & JOHNSON
-$13.8M
216,151
-22%
清仓
FIVN
FIVE9 INC
-$12.8M
0
-100%
建仓
—
UNITY SOFTWARE INC
+$11.7M
367,500
减持
ABBV
ABBVIE INC
-$11.7M
162,285
-26%
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$10.9M
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$10.3M
63,000
建仓
—
WIX COM LTD
+$10.1M
129,000
减持
NICE
NICE LTD
-$10.1M
3,145
-94%
减持
ALT
ALTIMMUNE INC
-$8.6M
600,298
-57%
建仓
—
KORNIT DIGITAL LTD
+$8.6M
322,926
建仓
—
GLOBAL E ONLINE LTD
+$8.3M
311,460
增持
—
KEZAR LIFE SCIENCES INC
+$8.2M
1,245,806
+316%
建仓
—
POINT BIOPHARMA GLOBAL INC
+$8.1M
1,052,842
清仓
—
AMICUS THERAPEUTICS INC
-$8.1M
0
-100%
清仓
META
META PLATFORMS INC
-$8.1M
0
-100%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$8.0M
29,150
建仓
—
PERION NETWORK LTD
+$7.8M
405,184
建仓
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$7.2M
173,696
建仓
S
SENTINELONE INC
+$7.2M
280,000
建仓
—
ALBIREO PHARMA INC
+$7.0M
359,000
建仓
SEDG
SOLAREDGE TECHNOLOGIES INC
+$6.8M
29,426
建仓
GILD
GILEAD SCIENCES INC
+$6.5M
105,090
建仓
—
GENERAC HLDGS INC
+$6.3M
35,600
建仓
—
ARCELLX INC
+$6.3M
334,080
增持
KROS
KEROS THERAPEUTICS INC
+$5.9M
206,819
+204%
增持
MRK
MERCK & CO INC
+$5.6M
367,000
+29%
清仓
CCCC
C4 THERAPEUTICS INC
-$5.3M
0
-100%
建仓
—
BELLUS HEALTH INC NEW
+$4.9M
464,860
减持
—
SPRINGWORKS THERAPEUTICS INC
-$4.6M
301,625
-44%
清仓
—
VISTAGEN THERAPEUTICS INC
-$4.2M
0
-100%
建仓
—
SENTINELONE INC
+$4.2M
164,800
建仓
—
CINCOR PHARMA INC
+$3.9M
118,950
增持
SNY
SANOFI
+$3.8M
1,214,515
+44%
增持
—
ASTRAZENECA PLC
-$3.6M
897,060
+12%
增持
LLY
LILLY ELI & CO
+$3.5M
143,550
+9%
增持
—
CONCERT PHARMACEUTICALS INC
+$3.5M
952,783
+40%
建仓
—
RELMADA THERAPEUTICS INC
+$3.4M
93,000
增持
NVDA
NVIDIA CORPORATION
+$3.1M
40,000
+254%
建仓
—
DICE THERAPEUTICS INC
+$3.1M
152,913
建仓
—
DICE THERAPEUTICS INC
+$3.0M
150,000
减持
—
MERUS N V
-$3.0M
313,326
-23%
清仓
V
VISA INC
-$2.5M
0
-100%
清仓
ABNB
AIRBNB INC
-$2.5M
0
-100%
增持
—
INOZYME PHARMA INC
-$2.4M
1,175,058
+1%
增持
—
89BIO INC
+$2.4M
658,784
+46%
减持
SNDX
SYNDAX PHARMACEUTICALS INC
-$2.2M
822,696
-28%
建仓
STOK
STOKE THERAPEUTICS INC
+$2.0M
157,200
建仓
RUN
SUNRUN INC
+$1.8M
65,000
建仓
—
INFINITY PHARMACEUTICALS INC
+$1.8M
1,476,000
增持
KURA
KURA ONCOLOGY INC
+$1.7M
789,952
+60%
减持
RLMD
RELMADA THERAPEUTICS INC
-$1.7M
193,230
-59%
增持
—
IMMATICS N.V
+$1.6M
795,406
+9%
建仓
—
ALPINE IMMUNE SCIENCES INC
+$1.4M
200,000
增持
CRNX
CRINETICS PHARMACEUTICALS IN
+$1.4M
626,552
+7%
建仓
—
ALTIMMUNE INC
+$1.3M
100,000
建仓
—
VERONA PHARMA PLC
+$1.2M
120,000
清仓
AMD
ADVANCED MICRO DEVICES INC
-$1.2M
0
-100%
清仓
—
KINNATE BIOPHARMA INC
-$1.2M
0
-100%
建仓
—
POSEIDA THERAPEUTICS INC
+$1.1M
300,000
建仓
—
MEDIWOUND LTD
+$958.0K
688,716
建仓
—
ICL GROUP LTD
+$912.0K
111,482
减持
—
CHINOOK THERAPEUTICS INC
-$754.0K
534,358
-17%
减持
—
IVERIC BIO INC
-$745.0K
581,829
-50%
建仓
EWTX
EDGEWISE THERAPEUTICS INC
+$590.0K
60,000
清仓
GNRC
GENERAC HLDGS INC
-$486.0K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$402.0K
296,440
+13%
增持
HOWL
WEREWOLF THERAPEUTICS INC
+$385.0K
626,810
+5%
建仓
U
UNITY SOFTWARE INC
+$366.0K
11,500
建仓
—
CYCLACEL PHARMACEUTICALS INC
+$365.0K
250,000
减持
—
RIGEL PHARMACEUTICALS INC
-$301.0K
2,162,586
-14%
清仓
—
VINCERX PHARMA INC
-$93.0K
0
-100%
