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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 100 项
建仓 25
增持 23
减持 33
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$31.7M
5,022,400
+34%
建仓
JSPR
JASPER THERAPEUTICS INC
+$14.8M
505,242
增持
—
PERSPECTIVE THERAPEUTICS INC
+$14.8M
12,443,621
+48373%
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
—
NOVA LTD
-$11.9M
35,106
-73%
建仓
PRAX
PRAXIS PRECISION MEDICINES I
+$10.8M
177,139
建仓
—
CYBIN INC
+$10.6M
25,581,395
减持
—
TOWER SEMICONDUCTOR LTD
-$10.1M
179,600
-66%
增持
NICE
NICE LTD
+$8.9M
85,881
+27%
清仓
—
INHIBRX INC
-$8.6M
0
-100%
减持
XBI
SPDR SER TR
-$8.6M
380,000
-24%
增持
BBIO
BRIDGEBIO PHARMA INC
+$8.3M
635,956
+125%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$7.8M
20,000
-64%
清仓
—
PRAXIS PRECISION MEDICINES I
-$7.3M
0
-100%
减持
—
ASTRIA THERAPEUTICS INC
-$7.3M
112,842
-90%
增持
S
SENTINELONE INC
+$7.0M
550,818
+158%
建仓
OTLK
OUTLOOK THERAPEUTICS INC
+$6.8M
571,429
建仓
AMAT
APPLIED MATLS INC
+$6.6M
32,000
清仓
MDGL
MADRIGAL PHARMACEUTICALS INC
-$6.4M
0
-100%
建仓
—
CAMTEK LTD
+$6.3M
74,909
增持
—
JFROG LTD
+$6.1M
224,381
+104%
清仓
—
JASPER THERAPEUTICS INC
-$5.6M
0
-100%
减持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$5.5M
276,996
-36%
减持
AMD
ADVANCED MICRO DEVICES INC
-$5.4M
11,000
-78%
建仓
FDMT
4D MOLECULAR THERAPEUTICS IN
+$5.2M
162,161
清仓
—
GRACELL BIOTECHNOLOGIES INC
-$5.0M
0
-100%
增持
—
VENTYX BIOSCIENCES INC
+$5.0M
992,749
+452%
清仓
PANW
PALO ALTO NETWORKS INC
-$4.9M
0
-100%
建仓
IRON
DISC MEDICINE INC
+$4.6M
73,886
建仓
CPRX
CATALYST PHARMACEUTICALS INC
+$4.6M
288,000
清仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$4.4M
0
-100%
建仓
—
APPLIED THERAPEUTICS INC
+$4.2M
619,029
建仓
ACAD
ACADIA PHARMACEUTICALS INC
+$4.2M
225,000
增持
—
VIGIL NEUROSCIENCE INC
+$4.1M
1,730,414
+223%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$4.1M
293,544
+46%
建仓
—
AKERO THERAPEUTICS INC
+$4.1M
160,445
减持
—
INOZYME PHARMA INC
+$3.9M
1,372,907
-12%
清仓
PTCT
PTC THERAPEUTICS INC
-$3.8M
0
-100%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$3.4M
55,614
+43%
建仓
ALEC
ALECTOR INC
+$3.4M
560,000
增持
BIIB
BIOGEN INC
+$3.2M
70,646
+52%
减持
ENPH
ENPHASE ENERGY INC
-$3.1M
47,183
-29%
减持
—
GLOBAL E ONLINE LTD
-$3.1M
208,784
-23%
建仓
AAPL
APPLE INC
+$3.0M
17,500
减持
KURA
KURA ONCOLOGY INC
+$2.9M
610,826
-13%
减持
—
SPRINGWORKS THERAPEUTICS INC
-$2.8M
70,269
-59%
增持
AMLX
AMYLYX PHARMACEUTICALS INC
-$2.7M
507,250
+79%
减持
—
ALPINE IMMUNE SCIENCES INC
-$2.7M
44,841
-81%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$2.6M
812,964
+5%
增持
MSFT
MICROSOFT CORP
+$2.6M
27,548
+16%
建仓
QCOM
QUALCOMM INC
+$2.5M
15,000
清仓
—
PROTHENA CORP PLC
-$2.5M
0
-100%
减持
UPWK
UPWORK INC
-$2.3M
117,000
-54%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$2.2M
66,975
-10%
增持
—
PHARVARIS N V
+$2.2M
392,877
+60%
减持
—
TABOOLA.COM LTD
-$2.2M
1,191,070
-31%
减持
MLYS
MINERALYS THERAPEUTICS INC
+$2.1M
658,803
-11%
建仓
—
ELASTIC N V
+$2.0M
20,000
建仓
NTR
NUTRIEN LTD
+$1.9M
35,730
增持
CYTK
CYTOKINETICS INC
-$1.9M
281,671
+8%
建仓
APRE
APREA THERAPEUTICS INC
+$1.8M
270,000
清仓
—
RIGEL PHARMACEUTICALS INC
-$1.8M
0
-100%
减持
—
ELEVATION ONCOLOGY INC
+$1.7M
430,000
-52%
清仓
GILD
GILEAD SCIENCES INC
-$1.6M
0
-100%
清仓
COGT
COGENT BIOSCIENCES INC
-$1.5M
0
-100%
增持
—
89BIO INC
+$1.4M
515,882
+26%
减持
—
ICL GROUP LTD
-$1.4M
130,475
-69%
增持
—
PROMIS NEUROSCIENCES INC
+$1.4M
1,834,047
+0%
建仓
CRBP
CORBUS PHARMACEUTICALS HLDGS
+$1.4M
35,000
减持
AMZN
AMAZON COM INC
+$1.4M
54,432
-2%
建仓
GERN
GERON CORP
+$1.3M
384,356
建仓
—
LAVA THERAPEUTICS NV
+$1.2M
367,582
减持
NVS
NOVARTIS AG
-$1.2M
50,000
-17%
清仓
ORIC
ORIC PHARMACEUTICALS INC
-$1.2M
0
-100%
减持
NVO
NOVO-NORDISK A S
+$1.0M
83,080
-11%
建仓
VRNS
VARONIS SYS INC
+$943.4K
20,000
减持
—
FUSION PHARMACEUTICALS INC
-$859.4K
449,041
-59%
清仓
APGE
APOGEE THERAPEUTICS INC
-$838.2K
0
-100%
增持
PRME
PRIME MEDICINE INC
+$781.2K
205,242
+177%
减持
RCKT
ROCKET PHARMACEUTICALS INC
-$768.3K
183,722
-4%
建仓
INSM
INSMED INC
+$762.4K
28,100
增持
—
ASTRAZENECA PLC
+$749.5K
190,060
+6%
减持
AVGO
BROADCOM INC
-$682.5K
1,001
-44%
减持
—
DAY ONE BIOPHARMACEUTICALS I
+$648.4K
492,627
-4%
增持
FIVN
FIVE9 INC
+$527.7K
27,500
+83%
清仓
—
MEDIWOUND LTD
-$498.1K
0
-100%
建仓
ANRO
ALTO NEUROSCIENCE INC
+$468.2K
30,500
增持
—
IMMATICS N.V
+$460.5K
666,111
+7%
清仓
—
MORPHIC HLDG INC
-$431.8K
0
-100%
减持
—
MERUS N V
+$390.3K
149,333
-35%
增持
PLRX
PLIANT THERAPEUTICS INC
+$347.2K
258,554
+34%
清仓
GLUE
MONTE ROSA THERAPEUTICS INC
-$274.1K
0
-100%
减持
META
META PLATFORMS INC
+$210.8K
25,439
-26%
减持
ABBV
ABBVIE INC
-$208.8K
38,000
-17%
减持
—
WIX COM LTD
+$198.7K
52,877
-8%
减持
MRK
MERCK & CO INC
+$195.1K
103,600
-16%
清仓
REPL
REPLIMUNE GROUP INC
-$135.7K
0
-100%
清仓
—
FREELINE THERAPEUTICS HLDGS
-$104.8K
0
-100%
建仓
ANNX
ANNEXON INC
+$81.7K
11,400
减持
—
CARTESIAN THERAPEUTICS INC
-$29.6K
25,071
-97%
减持
GOSS
GOSSAMER BIO INC
-$9.0K
1,027,134
-23%
