SPHERA FUNDS MANAGEMENT LTD.
TEL AVIV L3 · SEC CIK 0001496201
$7.66亿2026Q2 申报市值
105持仓数
34.5%前十大占比 · 第一大 6.6%
25 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CYTK 加仓+$1,534.87万
INSM 新建仓+$1,266.65万
TEVA PHARMACEUTI 加仓+$1,230.21万
BMRN 加仓+$1,079.46万
RYTM 新建仓+$892.68万
2026Q2 卖出最多 按季末市值估算
NVMI 减仓-$1,530.93万
TSEM 减仓-$976.62万
AMICUS THERAPEUT 清仓-$872.48万
CLBT 清仓-$870.24万
APELLIS PHARMACE 清仓-$864.60万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CLDX | CELLDEX THERAPEUTICS INC NEW | $896.27万 | 1.17% | 240,868 | -2,707 | -1.1% | -$10.07万 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $902.03万 | 1.18% | 356,534 | 100,332 | 39.2% | $253.84万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $930.69万 | 1.22% | 499,029 | -75,000 | -13.1% | -$139.88万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $935.31万 | 1.22% | 17,419 | 8,379 | 92.7% | $449.91万 | 加仓 |
| LLY | ELI LILLY & CO | $964.34万 | 1.26% | 8,040 | -1,000 | -11.1% | -$119.94万 | 减仓 |
| — | CYBIN INC | $1,071.32万 | 1.40% | 1,620,753 | 633,663 | 64.2% | $418.85万 | 加仓 |
| SNY | SANOFI SA | $1,149.75万 | 1.50% | 269,515 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $1,185.69万 | 1.55% | 62,530 | 0 | 0.0% | — | 不变 |
| MAZE | MAZE THERAPEUTICS INC | $1,246.01万 | 1.63% | 417,564 | 190,221 | 83.7% | $567.62万 | 加仓 |
| INSM | INSMED INC | $1,266.65万 | 1.65% | 118,800 | 118,800 | — | $1,266.65万 | 新建仓 |
| NVMI | NOVA LTD | $1,366.53万 | 1.79% | 25,169 | -28,197 | -52.8% | -$1,530.93万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $1,777.65万 | 2.32% | 459,340 | 43,000 | 10.3% | $166.41万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $1,827.34万 | 2.39% | 245,346 | 100 | 0.0% | $7,448 | 加仓 |
| CYTK | CYTOKINETICS INC | $1,874.07万 | 2.45% | 219,987 | 180,170 | 452.5% | $1,534.87万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1,879.96万 | 2.46% | 328,550 | 188,650 | 134.8% | $1,079.46万 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $1,964.98万 | 2.57% | 588,494 | -220,839 | -27.3% | -$737.38万 | 减仓 |
| BIIB | BIOGEN INC | $2,087.70万 | 2.73% | 96,626 | 4,100 | 4.4% | $88.58万 | 加仓 |
| BIIB | BIOGEN INC 看涨期权 | $2,160.60万 | 2.82% | 100,000 | 100,000 | — | $2,160.60万 | 新建仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $2,217.93万 | 2.90% | 1,014,606 | 290,043 | 40.0% | $634.03万 | 加仓 |
| XBI | SPDR SERIES TRUST 看跌期权 | $2,373.75万 | 3.10% | 150,000 | -50,000 | -25.0% | -$791.25万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $2,821.82万 | 3.69% | 108,265 | -37,470 | -25.7% | -$976.62万 | 减仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $3,965.98万 | 5.18% | 1,469,971 | 130,000 | 9.7% | $350.74万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $5,082.28万 | 6.64% | 1,500,082 | 363,107 | 31.9% | $1,230.21万 | 加仓 |