SPHERA FUNDS MANAGEMENT LTD.
TEL AVIV L3 · SEC CIK 0001496201
$6.30亿2026Q1 申报市值
96持仓数
36.7%前十大占比 · 第一大 5.8%
17 / 23新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MLYS 加仓+$2,413.63万
AZN 新建仓+$1,233.22万
RARE 加仓+$1,065.75万
BBIO 加仓+$1,021.08万
PANW 新建仓+$846.49万
2026Q1 卖出最多 按季末市值估算
NICE 重新持有-$1,673.63万
AZN 清仓-$1,241.61万
SEDG 减仓-$733.59万
ANNX 清仓-$660.74万
ORIC 减仓-$591.37万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NICE | NICE LTD 看涨期权 | $0 | 0.00% | 0 | -55,700 | -100.0% | -$629.63万 | 清仓 |
| — | ASTRIA THERAPEUTICS INC | $0 | 0.00% | 0 | -355,725 | -100.0% | -$465.64万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -18,040 | -100.0% | -$386.34万 | 清仓 |
| TARA | PROTARA THERAPEUTICS INC | $0 | 0.00% | 0 | -650,000 | -100.0% | -$346.45万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -9,755 | -100.0% | -$337.62万 | 清仓 |
| ESLT | ELBIT SYS LTD | $0 | 0.00% | 0 | -5,340 | -100.0% | -$308.50万 | 清仓 |
| NRIX | NURIX THERAPEUTICS INC | $0 | 0.00% | 0 | -124,000 | -100.0% | -$235.23万 | 清仓 |
| JANX | JANUX THERAPEUTICS INC | $0 | 0.00% | 0 | -157,840 | -100.0% | -$217.82万 | 清仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PHVS | PHARVARIS N V | $0 | 0.00% | 0 | -63,953 | -100.0% | -$177.47万 | 清仓 |
| VRNS | VARONIS SYS INC | $0 | 0.00% | 0 | -52,500 | -100.0% | -$172.20万 | 清仓 |
| — | VENTYX BIOSCIENCES INC | $0 | 0.00% | 0 | -180,114 | -100.0% | -$162.64万 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $0 | 0.00% | 0 | -145,371 | -100.0% | -$135.49万 | 清仓 |
| TRDA | ENTRADA THERAPEUTICS INC | $0 | 0.00% | 0 | -110,942 | -100.0% | -$114.05万 | 清仓 |
| — | TENAYA THERAPEUTICS INC | $0 | 0.00% | 0 | -1,500,000 | -100.0% | -$106.72万 | 清仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $0 | 0.00% | 0 | -349,973 | -100.0% | -$96.24万 | 清仓 |
| — | JASPER THERAPEUTICS INC | $0 | 0.00% | 0 | -485,401 | -100.0% | -$88.83万 | 清仓 |
| — | PEPGEN INC | $0 | 0.00% | 0 | -121,467 | -100.0% | -$79.08万 | 清仓 |
| OKUR | ONKURE THERAPEUTICS INC | $0 | 0.00% | 0 | -60,454 | -100.0% | -$17.53万 | 清仓 |
| — | MEREO BIOPHARMA GROUP PLC | $0 | 0.00% | 0 | -255,400 | -100.0% | -$10.64万 | 清仓 |
| — | APPLIED THERAPEUTICS INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$5,000 | 清仓 |