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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 97 项
建仓 19
增持 18
减持 51
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
TLT
ISHARES TR
+$23.2M
255,100
减持
BBIO
BRIDGEBIO PHARMA INC
-$12.2M
366,608
-60%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$10.4M
1,572,181
+0%
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
MRVL
MARVELL TECHNOLOGY INC
-$7.8M
15,070
-81%
减持
MSFT
MICROSOFT CORP
-$7.7M
4,592
-79%
减持
—
WIX COM LTD
-$7.0M
8,800
-78%
减持
AMZN
AMAZON COM INC
-$6.8M
36,607
-42%
减持
META
META PLATFORMS INC
-$6.6M
9,962
-53%
减持
—
TOWER SEMICONDUCTOR LTD
-$6.4M
61,549
-63%
减持
GOOG
ALPHABET INC
-$6.2M
13,500
-69%
减持
JSPR
JASPER THERAPEUTICS INC
-$5.3M
122,017
-56%
清仓
ACAD
ACADIA PHARMACEUTICALS INC
-$5.3M
0
-100%
增持
MLYS
MINERALYS THERAPEUTICS INC
+$5.0M
465,526
+144%
减持
—
CHECK POINT SOFTWARE TECH LT
-$4.8M
8,334
-77%
增持
PRAX
PRAXIS PRECISION MEDICINES I
-$4.3M
240,660
+38%
减持
—
JFROG LTD
-$4.2M
42,871
-77%
清仓
PLRX
PLIANT THERAPEUTICS INC
-$3.9M
0
-100%
建仓
MAZE
MAZE THERAPEUTICS INC
+$3.9M
355,554
减持
CYTK
CYTOKINETICS INC
-$3.7M
144,961
-29%
减持
VIR
VIR BIOTECHNOLOGY INC
-$3.7M
90,855
-84%
清仓
ENPH
ENPHASE ENERGY INC
-$3.4M
0
-100%
减持
—
BIOHAVEN LTD
-$3.4M
99,784
-36%
建仓
IMVT
IMMUNOVANT INC
+$3.3M
194,638
增持
—
NOVA LTD
+$3.3M
90,697
+33%
建仓
NVDA
NVIDIA CORPORATION
+$3.2M
29,605
建仓
—
AVIDITY BIOSCIENCES INC
+$3.1M
106,000
建仓
AMGN
AMGEN INC
+$3.1M
10,000
减持
KURA
KURA ONCOLOGY INC
-$3.0M
343,522
-44%
增持
ANNX
ANNEXON INC
-$3.0M
1,764,387
+42%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$2.8M
507,829
+7%
减持
NTLA
INTELLIA THERAPEUTICS INC
-$2.7M
381,080
-18%
减持
ELDN
ELEDON PHARMACEUTICALS INC
-$2.7M
2,307,119
-10%
减持
—
APELLIS PHARMACEUTICALS INC
-$2.6M
181,346
-12%
建仓
AMAT
APPLIED MATLS INC
+$2.6M
18,000
清仓
—
CARGO THERAPEUTICS INC
-$2.6M
0
-100%
减持
RZLT
REZOLUTE INC
-$2.6M
1,081,447
-7%
清仓
CGEM
CULLINAN THERAPEUTICS INC
-$2.5M
0
-100%
建仓
CRM
SALESFORCE INC
+$2.4M
9,100
建仓
ELVN
ENLIVEN THERAPEUTICS INC
+$2.2M
111,743
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$2.2M
1,663,974
+20%
减持
VKTX
VIKING THERAPEUTICS INC
-$2.1M
83,270
-19%
增持
DYN
DYNE THERAPEUTICS INC
-$2.1M
329,262
+39%
减持
NICE
NICE LTD
-$2.1M
33,303
-22%
减持
SKYE
SKYE BIOSCIENCE INC
-$2.1M
1,476,353
-6%
减持
CRVS
CORVUS PHARMACEUTICALS INC
-$2.0M
205,859
-59%
建仓
COGT
COGENT BIOSCIENCES INC
+$2.0M
335,024
减持
AVGO
BROADCOM INC
-$2.0M
11,695
-31%
增持
SRPT
SAREPTA THERAPEUTICS INC
-$1.9M
157,931
+60%
建仓
NKE
NIKE INC
+$1.9M
30,050
减持
—
ASTRAZENECA PLC
-$1.9M
175,060
-22%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$1.9M
317,385
+39%
减持
SNY
SANOFI
-$1.7M
304,515
-21%
减持
—
CAMTEK LTD
-$1.6M
23,086
-36%
建仓
GPCR
STRUCTURE THERAPEUTICS INC
+$1.5M
84,000
减持
—
PHARVARIS N V
-$1.4M
383,856
-1%
减持
HELP
CYBIN INC
-$1.4M
527,222
-2%
减持
SRRK
SCHOLAR ROCK HLDG CORP
-$1.4M
78,193
-13%
减持
—
ENGENE HOLDINGS INC
-$1.4M
528,365
-6%
减持
JNJ
JOHNSON & JOHNSON
-$1.3M
52,831
-24%
减持
—
SPRINGWORKS THERAPEUTICS INC
-$1.3M
52,009
-48%
建仓
CEVA
CEVA INC
+$1.3M
48,920
减持
—
CHEMOMAB THERAPEUTICS LTD
-$1.2M
900,428
-26%
减持
—
ZURA BIO LTD
-$1.2M
421,229
-39%
减持
XENE
XENON PHARMACEUTICALS INC
-$1.2M
26,097
-50%
建仓
NNDM
NANO DIMENSION LTD
+$1.1M
717,518
建仓
OTLK
OUTLOOK THERAPEUTICS INC
+$1.0M
857,142
减持
—
MERUS N V
-$1.0M
106,532
-18%
清仓
—
MERSANA THERAPEUTICS INC
-$987.1K
0
-100%
清仓
ALMS
ALUMIS INC
-$982.5K
0
-100%
减持
LRMR
LARIMAR THERAPEUTICS INC
-$975.6K
366,304
-20%
减持
NTR
NUTRIEN LTD
-$966.8K
30,894
-45%
减持
ORIC
ORIC PHARMACEUTICALS INC
-$894.5K
234,834
-14%
建仓
ARVN
ARVINAS INC
+$877.5K
125,000
建仓
—
REGULUS THERAPEUTICS INC
+$792.5K
452,845
减持
ACOG
ALPHA COGNITION INC
-$631.0K
596,992
-4%
增持
ORA
ORMAT TECHNOLOGIES INC
+$594.8K
84,000
+6%
减持
LLY
ELI LILLY & CO
-$527.8K
11,690
-11%
减持
—
ELEVATION ONCOLOGY INC
-$480.1K
358,562
-65%
减持
ALEC
ALECTOR INC
-$479.2K
109,208
-66%
清仓
KYTX
KYVERNA THERAPEUTICS INC
-$444.2K
0
-100%
减持
VTGN
VISTAGEN THERAPEUTICS INC
-$408.8K
790,550
-2%
减持
OKUR
ONKURE THERAPEUTICS INC
-$405.3K
80,454
-8%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$381.5K
8,150
建仓
—
CIDARA THERAPEUTICS INC
+$368.9K
17,128
增持
—
VIGIL NEUROSCIENCE INC
+$301.8K
1,604,429
+7%
清仓
—
COMPUGEN LTD
-$271.0K
0
-100%
增持
JANX
JANUX THERAPEUTICS INC
-$260.9K
125,840
+84%
减持
TVTX
TRAVERE THERAPEUTICS INC
-$260.6K
200,000
-9%
减持
ABBV
ABBVIE INC
+$251.9K
30,256
-12%
增持
NVO
NOVO-NORDISK A S
-$237.4K
118,080
+20%
增持
—
ASTRIA THERAPEUTICS INC
-$236.3K
189,800
+36%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$178.0K
277,550
+40%
增持
SVRA
SAVARA INC
-$162.3K
1,284,151
+6%
减持
CLYM
CLIMB BIO INC
-$158.3K
241,935
-4%
增持
—
89BIO INC
+$143.3K
618,343
+11%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$96.9K
309,216
-18%
减持
—
LAVA THERAPEUTICS NV
-$58.6K
48,420
-62%
