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 |
|---|---|---|---|---|---|---|---|---|
| — | TRAWS PHARMA INC | $33.60万 | 0.04% | 398,486 | 398,486 | — | $33.60万 | 新建仓 |
| EVMN | EVOMMUNE INC | $30.08万 | 0.04% | 22,632 | -55,602 | -71.1% | -$73.89万 | 减仓 |
| — | WEREWOLF THERAPEUTICS INC | $22.56万 | 0.03% | 626,810 | 0 | 0.0% | — | 不变 |
| — | APREA THERAPEUTICS INC | $21.66万 | 0.03% | 270,000 | 0 | 0.0% | — | 不变 |
| — | CURIS INC | $5.17万 | 0.01% | 98,996 | -1,895,941 | -95.0% | -$98.99万 | 减仓 |
| — | AMICUS THERAPEUTIC | $0 | 0.00% | 0 | -603,377 | -100.0% | -$872.48万 | 清仓 |
| CLBT | CELLEBRITE DI LTD | $0 | 0.00% | 0 | -631,521 | -100.0% | -$870.24万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -214,914 | -100.0% | -$864.60万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -52,800 | -100.0% | -$846.49万 | 清仓 |
| CAMT | CAMTEK LTD | $0 | 0.00% | 0 | -53,020 | -100.0% | -$803.84万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -216,281 | -100.0% | -$724.11万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -31,940 | -100.0% | -$665.21万 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $0 | 0.00% | 0 | -73,400 | -100.0% | -$620.89万 | 清仓 |
| ENPH | ENPHASE ENERGY INC | $0 | 0.00% | 0 | -142,419 | -100.0% | -$538.49万 | 清仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $0 | 0.00% | 0 | -105,950 | -100.0% | -$279.18万 | 清仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $0 | 0.00% | 0 | -52,836 | -100.0% | -$269.73万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -59,505 | -100.0% | -$228.62万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -8,000 | -100.0% | -$182.98万 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$149.10万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -17,500 | -100.0% | -$106.14万 | 清仓 |
| NICE | NICE LTD | $0 | 0.00% | 0 | -5,611 | -100.0% | -$61.87万 | 清仓 |
| DTIL | PRECISION BIOSCIENCES INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$22.00万 | 清仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $0 | 0.00% | 0 | -12,224 | -100.0% | -$5.84万 | 清仓 |