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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 81 项
建仓 22
增持 18
减持 22
清仓 19
方向
标的
Δ市值
现股数(环比)
清仓
IWM
ISHARES TR
-$75.1M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$38.1M
126,000
+378%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$33.2M
9,194,700
+126%
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
SPY
SPDR S&P 500 ETF TR
-$30.7M
0
-100%
建仓
—
TOWER SEMICONDUCTOR LTD
+$18.7M
499,546
建仓
AMD
ADVANCED MICRO DEVICES INC
+$13.7M
120,000
清仓
NTR
NUTRIEN LTD
-$10.7M
0
-100%
建仓
—
PRAXIS PRECISION MEDICINES I
+$10.1M
8,764,334
增持
SRPT
SAREPTA THERAPEUTICS INC
+$8.6M
128,300
+192%
建仓
—
NOVA LTD
+$8.2M
70,000
建仓
—
SHL TELEMEDICINE LTD
+$8.0M
714,573
建仓
GNRC
GENERAC HLDGS INC
+$7.8M
52,500
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$7.6M
40,000
增持
AMZN
AMAZON COM INC
+$7.4M
124,300
+45%
建仓
ENPH
ENPHASE ENERGY INC
+$6.7M
40,000
建仓
—
DAY ONE BIOPHARMACEUTICALS I
+$6.3M
530,000
清仓
XLI
SELECT SECTOR SPDR TR
-$5.8M
0
-100%
清仓
—
BELLUS HEALTH INC NEW
-$5.8M
0
-100%
建仓
CLDX
CELLDEX THERAPEUTICS INC NEW
+$5.4M
160,000
减持
NICE
NICE LTD
-$5.3M
102,482
-11%
建仓
—
MORPHIC HLDG INC
+$5.2M
90,000
清仓
—
PERION NETWORK LTD
-$5.1M
0
-100%
减持
BBIO
BRIDGEBIO PHARMA INC
-$4.9M
451,635
-41%
清仓
—
KINIKSA PHARMACEUTICALS LTD
-$4.8M
0
-100%
建仓
XBI
SPDR SER TR
+$4.2M
50,000
减持
—
INOZYME PHARMA INC
-$3.9M
1,131,967
-36%
建仓
ARGX
ARGENX SE
+$3.9M
10,000
减持
—
ENLIGHT RENEWABLE ENERGY LTD
-$3.9M
211,586
-53%
建仓
QCOM
QUALCOMM INC
+$3.8M
32,000
减持
PTCT
PTC THERAPEUTICS INC
-$3.6M
100,100
-37%
建仓
GSK
GSK PLC
+$3.6M
100,000
减持
LLY
LILLY ELI & CO
-$3.5M
15,690
-50%
清仓
PCVX
VAXCYTE INC
-$3.4M
0
-100%
增持
MSFT
MICROSOFT CORP
+$3.1M
55,312
+1%
建仓
GILD
GILEAD SCIENCES INC
+$3.1M
40,000
减持
—
UNIQURE NV
-$3.1M
148,734
-37%
减持
IRON
DISC MEDICINE INC
+$2.9M
170,578
-22%
增持
PANW
PALO ALTO NETWORKS INC
+$2.9M
27,000
+35%
减持
—
ARCELLX INC
-$2.7M
77,488
-54%
清仓
MIRM
MIRUM PHARMACEUTICALS INC
-$2.6M
0
-100%
建仓
—
89BIO INC
+$2.6M
135,000
减持
BIIB
BIOGEN INC
-$2.5M
23,846
-29%
减持
ABBV
ABBVIE INC
-$2.5M
56,000
-11%
清仓
AMGN
AMGEN INC
-$2.4M
0
-100%
增持
—
ENPHASE ENERGY INC
+$2.2M
14,310,000
+33%
减持
NVO
NOVO-NORDISK A S
-$2.2M
56,540
-21%
建仓
AMLX
AMYLYX PHARMACEUTICALS INC
+$2.2M
100,000
清仓
—
CHINOOK THERAPEUTICS INC
-$2.1M
0
-100%
增持
COGT
COGENT BIOSCIENCES INC
+$1.7M
420,000
+40%
减持
—
IMMATICS N.V
+$1.7M
617,173
-21%
建仓
VERA
VERA THERAPEUTICS INC
+$1.7M
105,000
增持
—
ASTRIA THERAPEUTICS INC
-$1.7M
471,018
+12%
增持
MLYS
MINERALYS THERAPEUTICS INC
+$1.6M
405,400
+20%
增持
—
JASPER THERAPEUTICS INC
-$1.5M
4,274,008
+6%
建仓
—
COMPUGEN LTD
+$1.4M
1,229,808
增持
—
FUSION PHARMACEUTICALS INC
+$1.4M
1,329,258
+4%
建仓
—
ELEVATION ONCOLOGY INC
+$1.4M
900,000
增持
—
MERSANA THERAPEUTICS INC
+$1.3M
418,562
+3841%
清仓
CRNX
CRINETICS PHARMACEUTICALS IN
-$1.3M
0
-100%
建仓
—
INHIBRX INC
+$1.3M
50,000
清仓
KROS
KEROS THERAPEUTICS INC
-$1.3M
0
-100%
减持
DYN
DYNE THERAPEUTICS INC
-$1.2M
119,918
-45%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$1.2M
25,000
+32%
减持
—
MERUS N V
+$1.1M
278,333
-17%
增持
—
KEZAR LIFE SCIENCES INC
-$1.0M
1,988,228
+5%
清仓
ANNX
ANNEXON INC
-$962.5K
0
-100%
减持
—
SELECTA BIOSCIENCES INC
-$948.6K
2,038,500
-12%
增持
TVTX
TRAVERE THERAPEUTICS INC
-$938.1K
213,462
+14%
减持
—
RIGEL PHARMACEUTICALS INC
-$895.8K
1,228,126
-35%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$707.4K
723,061
+6%
清仓
—
REATA PHARMACEUTICALS INC
-$699.1K
0
-100%
增持
ALT
ALTIMMUNE INC
+$499.0K
500,000
+67%
减持
—
SAGE THERAPEUTICS INC
-$485.2K
128,000
-17%
减持
—
IVERIC BIO INC
-$346.8K
134,414
-42%
减持
—
GRACELL BIOTECHNOLOGIES INC
+$290.5K
1,228,665
-48%
清仓
—
FIVERR INTL LTD
-$208.2K
0
-100%
清仓
—
AEGLEA BIOTHERAPEUTICS INC
-$187.5K
0
-100%
清仓
—
OTONOMO TECHNOLOGIES LTD
-$186.4K
0
-100%
清仓
—
ONCORUS INC
-$185.9K
0
-100%
减持
—
CAMTEK LTD
-$38.0K
189,494
-21%
减持
—
SPRINGWORKS THERAPEUTICS INC
+$21.4K
312,625
-2%
