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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 83 项
建仓 24
增持 18
减持 31
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
—
INVESCO QQQ TR
-$48.9M
0
-100%
增持
XBI
SPDR SER TR
+$41.0M
500,000
+900%
建仓
—
NOVA LTD
+$18.1M
132,000
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。
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$18.1M
3,753,100
-33%
清仓
—
ENPHASE ENERGY INC
-$17.3M
0
-100%
减持
CYTK
CYTOKINETICS INC
+$12.9M
259,620
-13%
减持
NICE
NICE LTD
-$10.7M
67,718
-52%
建仓
—
GLOBAL E ONLINE LTD
+$10.7M
269,794
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$9.4M
431,344
+54%
建仓
ENPH
ENPHASE ENERGY INC
+$8.8M
66,900
增持
META
META PLATFORMS INC
+$7.6M
34,303
+125%
建仓
—
TABOOLA.COM LTD
+$7.5M
1,724,948
减持
—
ASTRAZENECA PLC
-$7.2M
180,060
-37%
建仓
—
WIX COM LTD
+$7.1M
57,477
减持
—
FUSION PHARMACEUTICALS INC
+$6.9M
1,085,639
-20%
建仓
—
PHARVARIS N V
+$6.9M
245,000
清仓
—
POINT BIOPHARMA GLOBAL INC
-$6.4M
0
-100%
建仓
S
SENTINELONE INC
+$5.9M
213,418
建仓
INCY
INCYTE CORP
+$5.6M
89,556
减持
SNDX
SYNDAX PHARMACEUTICALS INC
+$5.5M
772,964
-0%
增持
BIIB
BIOGEN INC
+$5.4M
46,346
+79%
清仓
IRON
DISC MEDICINE INC
-$5.2M
0
-100%
增持
—
TOWER SEMICONDUCTOR LTD
+$4.6M
528,300
+13%
增持
—
ASTRIA THERAPEUTICS INC
+$4.5M
1,151,145
+98%
建仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$4.4M
144,899
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$4.4M
56,230
+56%
清仓
XENE
XENON PHARMACEUTICALS INC
-$4.1M
0
-100%
减持
—
INHIBRX INC
+$3.9M
226,551
-12%
建仓
—
JFROG LTD
+$3.8M
109,905
建仓
UPWK
UPWORK INC
+$3.8M
252,784
减持
AMZN
AMAZON COM INC
-$3.7M
55,676
-42%
增持
VTGN
VISTAGEN THERAPEUTICS INC
+$3.6M
808,550
+709%
清仓
MIRM
MIRUM PHARMACEUTICALS INC
-$3.6M
0
-100%
建仓
—
ENLIGHT RENEWABLE ENERGY LTD
+$3.2M
169,280
减持
REPL
REPLIMUNE GROUP INC
-$3.0M
16,096
-91%
减持
COGT
COGENT BIOSCIENCES INC
-$2.6M
259,201
-38%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$2.5M
0
-100%
建仓
—
PROTHENA CORP PLC
+$2.5M
68,200
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.5M
50,387
+4%
增持
—
ALPINE IMMUNE SCIENCES INC
+$2.4M
234,841
+30%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$2.3M
38,900
-22%
减持
BBIO
BRIDGEBIO PHARMA INC
+$2.3M
282,146
-18%
减持
JNJ
JOHNSON & JOHNSON
-$2.3M
79,831
-16%
增持
MLYS
MINERALYS THERAPEUTICS INC
+$2.1M
743,591
+63%
建仓
AVGO
BROADCOM INC
+$2.0M
1,800
增持
—
SHL TELEMEDICINE LTD
-$1.9M
632,456
+0%
减持
MSFT
MICROSOFT CORP
-$1.9M
23,848
-31%
减持
PANW
PALO ALTO NETWORKS INC
-$1.9M
16,585
-42%
建仓
—
VIGIL NEUROSCIENCE INC
+$1.8M
535,120
建仓
—
CARGO THERAPEUTICS INC
+$1.7M
75,000
减持
—
JASPER THERAPEUTICS INC
+$1.6M
713,063
-87%
减持
—
MORPHIC HLDG INC
-$1.6M
14,952
-83%
增持
—
INOZYME PHARMA INC
+$1.5M
1,562,907
+27%
清仓
VERA
VERA THERAPEUTICS INC
-$1.4M
0
-100%
减持
RCKT
ROCKET PHARMACEUTICALS INC
+$1.4M
190,783
-9%
减持
GILD
GILEAD SCIENCES INC
-$1.4M
20,000
-50%
减持
—
SPRINGWORKS THERAPEUTICS INC
-$1.2M
170,270
-47%
建仓
FIVN
FIVE9 INC
+$1.2M
15,000
建仓
ORIC
ORIC PHARMACEUTICALS INC
+$1.2M
126,800
减持
PTCT
PTC THERAPEUTICS INC
-$1.1M
136,525
-38%
减持
MDGL
MADRIGAL PHARMACEUTICALS INC
-$1.0M
27,767
-45%
清仓
—
UNIQURE NV
-$998.0K
0
-100%
减持
—
DAY ONE BIOPHARMACEUTICALS I
+$986.7K
513,000
-3%
减持
—
PRAXIS PRECISION MEDICINES I
-$964.2K
328,986
-93%
增持
PLRX
PLIANT THERAPEUTICS INC
+$797.9K
193,554
+24%
减持
—
MEDIWOUND LTD
-$656.7K
48,980
-55%
建仓
PRME
PRIME MEDICINE INC
+$655.5K
73,980
减持
—
GRACELL BIOTECHNOLOGIES INC
+$638.8K
502,936
-67%
增持
AMLX
AMYLYX PHARMACEUTICALS INC
+$629.6K
283,650
+46%
增持
—
IMMATICS N.V
-$606.6K
621,111
+1%
减持
—
ICL GROUP LTD
-$504.3K
420,000
-11%
建仓
—
VENTYX BIOSCIENCES INC
+$444.6K
180,000
减持
GOSS
GOSSAMER BIO INC
-$388.4K
1,338,090
-31%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$375.8K
201,044
-22%
增持
—
89BIO INC
-$365.1K
408,674
+28%
减持
—
MERUS N V
+$360.6K
230,333
-9%
减持
—
COMPUGEN LTD
+$296.2K
769,239
-42%
建仓
GLUE
MONTE ROSA THERAPEUTICS INC
+$274.1K
48,511
清仓
—
CALLIDITAS THERAPEUTICS AB
-$216.6K
0
-100%
建仓
—
FREELINE THERAPEUTICS HLDGS
+$104.8K
16,445
建仓
—
ARBE ROBOTICS LTD
+$94.1K
43,165
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$72.5K
74,800
+40%
建仓
—
PERSPECTIVE THERAPEUTICS INC
+$10.3K
25,671
