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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 122 项
建仓 18
增持 24
减持 53
清仓 27
方向
标的
Δ市值
现股数(环比)
减持
TLT
ISHARES TR
-$19.1M
47,000
-82%
建仓
XBI
SPDR SERIES TRUST
+$16.6M
200,000
增持
—
TOWER SEMICONDUCTOR LTD
+$9.3M
264,722
+330%
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。
增持
BIIB
BIOGEN INC
+$7.3M
82,738
+264%
减持
BBIO
BRIDGEBIO PHARMA INC
-$6.8M
137,008
-63%
建仓
FBRX
FORTE BIOSCIENCES INC
+$6.4M
495,109
增持
—
CIDARA THERAPEUTICS INC
+$6.4M
138,001
+706%
减持
SNY
SANOFI
-$6.3M
219,515
-28%
建仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$5.9M
125,000
减持
SNDX
SYNDAX PHARMACEUTICALS INC
-$5.7M
1,571,564
-6%
建仓
—
AMICUS THERAPEUTICS INC
+$5.7M
990,718
增持
NVDA
NVIDIA CORPORATION
+$5.4M
54,515
+84%
清仓
NICE
NICE LTD
-$5.1M
0
-100%
增持
CYTK
CYTOKINETICS INC
+$5.0M
326,718
+125%
增持
SRPT
SAREPTA THERAPEUTICS INC
-$4.8M
309,323
+96%
清仓
—
MERUS N V
-$4.5M
0
-100%
建仓
TRVI
TREVI THERAPEUTICS INC
+$4.4M
799,957
减持
—
NOVA LTD
+$4.2M
75,836
-16%
增持
MSFT
MICROSOFT CORP
+$4.1M
11,792
+157%
建仓
ACAD
ACADIA PHARMACEUTICALS INC
+$3.8M
174,900
减持
—
ASTRAZENECA PLC
-$3.4M
135,060
-23%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$3.0M
1,620,990
+3%
清仓
—
VIGIL NEUROSCIENCE INC
-$2.9M
0
-100%
建仓
—
ELBIT SYS LTD
+$2.7M
6,000
增持
ORIC
ORIC PHARMACEUTICALS INC
+$2.7M
394,693
+68%
建仓
PANW
PALO ALTO NETWORKS INC
+$2.7M
13,114
减持
JNJ
JOHNSON & JOHNSON
-$2.5M
40,831
-23%
减持
—
89BIO INC
-$2.5M
205,675
-67%
减持
ELDN
ELEDON PHARMACEUTICALS INC
-$2.4M
1,990,810
-14%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$2.4M
127,966
-59%
清仓
WDAY
WORKDAY INC
-$2.3M
0
-100%
清仓
—
SPRINGWORKS THERAPEUTICS INC
-$2.3M
0
-100%
清仓
GOOG
ALPHABET INC
-$2.1M
0
-100%
清仓
VKTX
VIKING THERAPEUTICS INC
-$2.0M
0
-100%
减持
—
APELLIS PHARMACEUTICALS INC
-$2.0M
114,346
-37%
清仓
AVGO
BROADCOM INC
-$2.0M
0
-100%
清仓
IONS
IONIS PHARMACEUTICALS INC
-$1.9M
0
-100%
清仓
NKE
NIKE INC
-$1.9M
0
-100%
清仓
—
CHECK POINT SOFTWARE TECH LT
-$1.9M
0
-100%
清仓
RCKT
ROCKET PHARMACEUTICALS INC
-$1.8M
0
-100%
减持
ABBV
ABBVIE INC
-$1.7M
25,256
-17%
建仓
—
CYBERARK SOFTWARE LTD
+$1.6M
4,000
清仓
NTR
NUTRIEN LTD
-$1.5M
0
-100%
减持
—
DAY ONE BIOPHARMACEUTICALS I
-$1.5M
175,371
-48%
减持
MRK
MERCK & CO INC
-$1.5M
48,600
-18%
减持
NTLA
INTELLIA THERAPEUTICS INC
-$1.5M
128,780
-66%
减持
JANX
JANUX THERAPEUTICS INC
-$1.4M
85,840
-32%
增持
TVTX
TRAVERE THERAPEUTICS INC
+$1.4M
335,333
+68%
清仓
—
JFROG LTD
-$1.4M
0
-100%
增持
—
CAMTEK LTD
+$1.4M
31,976
+39%
减持
DYN
DYNE THERAPEUTICS INC
-$1.3M
221,416
-33%
清仓
—
SHL TELEMEDICINE LTD
-$1.3M
0
-100%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$1.3M
280,685
-12%
增持
—
WIX COM LTD
+$1.2M
16,931
+92%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$1.2M
8,250
减持
NVS
NOVARTIS AG
-$1.1M
37,000
-26%
清仓
—
INOZYME PHARMA INC
-$1.1M
0
-100%
减持
VTGN
VISTAGEN THERAPEUTICS INC
-$1.1M
447,939
-43%
清仓
OTLK
OUTLOOK THERAPEUTICS INC
-$1.0M
0
-100%
减持
—
IMMATICS N.V
-$1.0M
583,105
-37%
建仓
KRYS
KRYSTAL BIOTECH INC
+$1.0M
7,335
建仓
TSHA
TAYSHA GENE THERAPIES INC
+$970.2K
420,000
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$931.8K
21,455
+163%
减持
KURA
KURA ONCOLOGY INC
-$908.3K
235,522
-31%
减持
NVO
NOVO-NORDISK A S
-$905.6K
105,677
-11%
增持
MLYS
MINERALYS THERAPEUTICS INC
-$885.0K
480,974
+3%
清仓
ARVN
ARVINAS INC
-$877.5K
0
-100%
清仓
XENE
XENON PHARMACEUTICALS INC
-$875.6K
0
-100%
清仓
—
PERION NETWORK LTD
-$835.3K
0
-100%
清仓
—
REGULUS THERAPEUTICS INC
-$792.5K
0
-100%
增持
IMVT
IMMUNOVANT INC
+$781.5K
256,743
+32%
减持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$679.5K
419,540
-17%
建仓
VSTM
VERASTEM INC
+$677.7K
163,307
减持
LLY
ELI LILLY & CO
-$659.1K
11,540
-1%
建仓
BCAX
BICARA THERAPEUTICS INC
+$610.2K
65,679
清仓
VIR
VIR BIOTECHNOLOGY INC
-$588.7K
0
-100%
减持
ORA
ORMAT TECHNOLOGIES INC
+$588.6K
78,000
-7%
减持
CRM
SALESFORCE INC
-$587.8K
6,800
-25%
减持
—
PHARVARIS N V
-$571.8K
309,931
-19%
增持
SVRA
SAVARA INC
-$569.8K
1,310,233
+2%
减持
META
META PLATFORMS INC
+$551.3K
8,526
-14%
清仓
—
ZURA BIO LTD
-$543.4K
0
-100%
增持
GPCR
STRUCTURE THERAPEUTICS INC
+$535.6K
95,931
+14%
减持
—
ENGENE HOLDINGS INC
-$531.0K
504,409
-5%
增持
MRVL
MARVELL TECHNOLOGY INC
+$521.8K
18,730
+24%
建仓
S
SENTINELONE INC
+$493.6K
27,000
减持
ACOG
ALPHA COGNITION INC
+$493.4K
376,649
-37%
减持
SRRK
SCHOLAR ROCK HLDG CORP
-$477.4K
57,497
-26%
减持
AMGN
AMGEN INC
-$463.0K
9,500
-5%
增持
COGT
COGENT BIOSCIENCES INC
+$460.9K
343,693
+3%
增持
MAZE
MAZE THERAPEUTICS INC
+$459.0K
356,453
+0%
增持
—
AVIDITY BIOSCIENCES INC
+$449.3K
126,000
+19%
减持
JSPR
JASPER THERAPEUTICS INC
-$443.2K
14,671
-88%
减持
—
PROMIS NEUROSCIENCES INC
-$422.9K
1,899,297
-2%
建仓
—
COGNYTE SOFTWARE LTD
+$417.5K
45,181
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$409.7K
17,500
-13%
增持
ELVN
ENLIVEN THERAPEUTICS INC
+$378.9K
128,515
+15%
增持
—
ASTRIA THERAPEUTICS INC
+$366.1K
257,402
+36%
减持
GSK
GSK PLC
-$351.4K
122,000
-6%
增持
—
BIOHAVEN LTD
-$347.6K
145,372
+46%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$328.6K
202,996
-27%
清仓
FATE
FATE THERAPEUTICS INC
-$313.8K
0
-100%
减持
PRAX
PRAXIS PRECISION MEDICINES I
-$293.5K
209,757
-13%
减持
—
KEZAR LIFE SCIENCES INC
-$261.2K
58,539
-46%
建仓
SLDB
SOLID BIOSCIENCES INC
+$244.4K
50,190
减持
LRMR
LARIMAR THERAPEUTICS INC
-$219.3K
196,635
-46%
减持
RZLT
REZOLUTE INC
+$215.3K
751,447
-31%
减持
OKUR
ONKURE THERAPEUTICS INC
-$201.5K
60,454
-25%
减持
PFE
PFIZER INC
-$196.0K
86,000
-4%
建仓
PEPG
PEPGEN INC
+$173.7K
156,467
减持
AMZN
AMAZON COM INC
+$152.4K
32,441
-11%
清仓
ALEC
ALECTOR INC
-$134.3K
0
-100%
减持
—
CHEMOMAB THERAPEUTICS LTD
-$125.3K
738,048
-18%
减持
SKYE
SKYE BIOSCIENCE INC
-$96.7K
538,434
-64%
减持
CATX
PERSPECTIVE THERAPEUTICS INC
+$87.3K
310,343
-33%
减持
CRVS
CORVUS PHARMACEUTICALS INC
+$77.7K
183,094
-11%
清仓
—
LAVA THERAPEUTICS NV
-$61.5K
0
-100%
减持
CLYM
CLIMB BIO INC
-$35.0K
209,837
-13%
减持
—
ELEVATION ONCOLOGY INC
+$27.7K
328,562
-8%
减持
—
VENTYX BIOSCIENCES INC
+$24.8K
555,814
-45%
清仓
—
IMMATICS N.V
-$1.6K
0
-100%
减持
HELP
CYBIN INC
-$776
398,309
-24%
