小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 109 项
建仓 32
增持 29
减持 32
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
SMH
VANECK ETF TRUST
+$39.1M
149,800
清仓
XBI
SPDR SER TR
-$36.1M
0
-100%
清仓
—
PERSPECTIVE THERAPEUTICS INC
-$14.8M
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。
建仓
QQQ
INVESCO QQQ TR
+$11.0M
22,900
建仓
SKYE
SKYE BIOSCIENCE INC
+$10.4M
1,298,312
建仓
—
ASML HOLDING N V
+$10.1M
9,901
增持
AAPL
APPLE INC
+$10.0M
61,500
+251%
增持
AMZN
AMAZON COM INC
+$9.8M
101,432
+86%
清仓
—
FUSION PHARMACEUTICALS INC
-$9.6M
0
-100%
建仓
CRM
SALESFORCE INC
+$8.6M
33,600
增持
BBIO
BRIDGEBIO PHARMA INC
+$8.6M
1,114,670
+75%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$8.4M
98,659
+77%
建仓
CATX
PERSPECTIVE THERAPEUTICS INC
+$7.8M
786,909
减持
S
SENTINELONE INC
-$6.9M
283,804
-48%
建仓
IONS
IONIS PHARMACEUTICALS INC
+$6.7M
140,238
减持
MRK
MERCK & CO INC
-$6.3M
59,600
-42%
清仓
—
NOVA LTD
-$6.2M
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$6.1M
18,000
减持
—
CAMTEK LTD
-$6.0M
1,940
-97%
减持
—
JFROG LTD
-$5.5M
117,881
-47%
减持
—
GLOBAL E ONLINE LTD
-$5.2M
66,884
-68%
清仓
INCY
INCYTE CORP
-$5.1M
0
-100%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$4.9M
4,058,316
-19%
建仓
MU
MICRON TECHNOLOGY INC
+$4.9M
37,000
增持
RZLT
REZOLUTE INC
+$4.8M
1,707,999
+71%
清仓
SEDG
SOLAREDGE TECHNOLOGIES INC
-$4.8M
0
-100%
减持
JSPR
JASPER THERAPEUTICS INC
-$4.5M
454,227
-10%
增持
META
META PLATFORMS INC
+$4.5M
33,439
+31%
减持
BIIB
BIOGEN INC
-$4.2M
47,412
-33%
增持
PRAX
PRAXIS PRECISION MEDICINES I
+$4.0M
358,424
+102%
增持
—
INOZYME PHARMA INC
-$4.0M
1,462,724
+7%
建仓
—
LAM RESEARCH CORP
+$3.9M
3,700
建仓
SVRA
SAVARA INC
+$3.9M
962,687
建仓
ELDN
ELEDON PHARMACEUTICALS INC
+$3.4M
1,297,021
减持
—
DAY ONE BIOPHARMACEUTICALS I
-$3.3M
347,627
-29%
减持
MLYS
MINERALYS THERAPEUTICS INC
-$3.3M
442,752
-33%
减持
—
WIX COM LTD
-$3.3M
25,177
-52%
增持
MSFT
MICROSOFT CORP
+$3.1M
32,927
+20%
增持
—
VENTYX BIOSCIENCES INC
-$3.1M
1,012,749
+2%
建仓
NTLA
INTELLIA THERAPEUTICS INC
+$3.1M
139,419
减持
—
TABOOLA.COM LTD
-$3.0M
667,384
-44%
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$3.0M
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$3.0M
13,000
建仓
PTCT
PTC THERAPEUTICS INC
+$2.9M
94,318
增持
NICE
NICE LTD
-$2.9M
113,561
+32%
建仓
KLAC
KLA CORP
+$2.7M
3,300
减持
OTLK
OUTLOOK THERAPEUTICS INC
-$2.6M
571,428
-0%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
-$2.5M
822,047
+1%
建仓
NVDA
NVIDIA CORPORATION
+$2.5M
20,000
减持
SNY
SANOFI
-$2.5M
449,515
-10%
减持
JNJ
JOHNSON & JOHNSON
-$2.4M
69,831
-13%
建仓
LRMR
LARIMAR THERAPEUTICS INC
+$2.3M
312,469
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$2.2M
10,000
建仓
—
ADC THERAPEUTICS SA
+$2.2M
685,547
减持
—
MERUS N V
+$2.0M
147,633
-1%
清仓
—
ELASTIC N V
-$2.0M
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$2.0M
0
-100%
减持
IRON
DISC MEDICINE INC
-$2.0M
58,044
-21%
建仓
—
PERION NETWORK LTD
+$2.0M
234,609
增持
—
89BIO INC
-$1.8M
526,547
+2%
增持
AVGO
BROADCOM INC
+$1.8M
19,360
+1834%
清仓
—
ALPINE IMMUNE SCIENCES INC
-$1.8M
0
-100%
建仓
KYTX
KYVERNA THERAPEUTICS INC
+$1.8M
236,029
清仓
FIVN
FIVE9 INC
-$1.7M
0
-100%
建仓
ALMS
ALUMIS INC
+$1.7M
125,000
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$1.6M
293,832
+0%
建仓
CLYM
ELIEM THERAPEUTICS INC
+$1.5M
215,179
增持
—
PHARVARIS N V
-$1.5M
403,265
+3%
增持
—
IMMATICS N.V
+$1.5M
731,111
+10%
建仓
VIR
VIR BIOTECHNOLOGY INC
+$1.4M
162,051
建仓
GLUE
MONTE ROSA THERAPEUTICS INC
+$1.4M
375,000
建仓
MRVL
MARVELL TECHNOLOGY INC
+$1.4M
20,000
清仓
CRBP
CORBUS PHARMACEUTICALS HLDGS
-$1.4M
0
-100%
减持
AMLX
AMYLYX PHARMACEUTICALS INC
-$1.4M
36,050
-93%
减持
—
ELEVATION ONCOLOGY INC
-$1.3M
330,000
-23%
清仓
GERN
GERON CORP
-$1.3M
0
-100%
建仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$1.3M
48,175
增持
QCOM
QUALCOMM INC
+$1.2M
18,825
+26%
增持
ACAD
ACADIA PHARMACEUTICALS INC
+$1.2M
327,539
+46%
增持
CYTK
CYTOKINETICS INC
+$1.1M
384,924
+37%
增持
—
APPLIED THERAPEUTICS INC
-$1.1M
674,268
+9%
减持
GOSS
GOSSAMER BIO INC
-$1.0M
222,134
-78%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$982.0K
5,650
减持
LLY
ELI LILLY & CO
+$902.7K
13,190
-7%
增持
—
CARGO THERAPEUTICS INC
+$879.4K
155,506
+107%
减持
—
VIGIL NEUROSCIENCE INC
+$868.0K
1,692,166
-2%
减持
AMAT
APPLIED MATLS INC
-$793.1K
24,604
-23%
减持
PRME
PRIME MEDICINE INC
-$781.7K
127,424
-38%
减持
—
PROMIS NEUROSCIENCES INC
-$781.7K
1,814,213
-1%
减持
—
COMPUGEN LTD
-$742.7K
739,239
-4%
减持
—
AKERO THERAPEUTICS INC
-$730.4K
141,620
-12%
建仓
RNAC
CARTESIAN THERAPEUTICS INC
+$677.1K
25,070
建仓
ARGX
ARGENX SE
+$669.1K
1,556
增持
ALEC
ALECTOR INC
-$601.8K
610,000
+9%
增持
RCKT
ROCKET PHARMACEUTICALS INC
-$494.2K
206,933
+13%
清仓
—
CARTESIAN THERAPEUTICS INC
-$488.9K
0
-100%
减持
NVO
NOVO-NORDISK A S
+$477.7K
78,080
-6%
清仓
ANRO
ALTO NEUROSCIENCE INC
-$468.2K
0
-100%
建仓
FULC
FULCRUM THERAPEUTICS INC
+$365.8K
59,000
减持
INSM
INSMED INC
+$349.1K
16,589
-41%
减持
—
ICL GROUP LTD
-$243.0K
107,238
-18%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$179.6K
309,265
+12%
减持
VRNS
VARONIS SYS INC
-$175.9K
16,000
-20%
增持
NTR
NUTRIEN LTD
+$133.1K
40,730
+14%
减持
—
TOWER SEMICONDUCTOR LTD
-$126.8K
149,600
-17%
增持
—
ASTRIA THERAPEUTICS INC
-$106.4K
162,842
+44%
清仓
ANNX
ANNEXON INC
-$81.7K
0
-100%
增持
FDMT
4D MOLECULAR THERAPEUTICS IN
-$75.8K
242,526
+50%
增持
ENPH
ENPHASE ENERGY INC
-$45.5K
56,792
+20%
