EdgeMarket › What Sphera Funds Management Ltd. reported owning

What Sphera Funds Management Ltd. reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

629.7M

Positions

96

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
MLYS
Mineralys Therapeutics, Inc.
36.3M5.8%1.3M25.65+65.7%
TEVA
TEVA PHARMACEUTICAL INDUSTRIES LTD
34.2M5.4%1.1M37.34+112.0%
TSEM
TOWER SEMICONDUCTOR LTD
25.6M4.1%145.7K222.59+344.7%
NVMI
NOVA LTD.
23.2M3.7%53.4K376.99+53.0%
BBIO
BridgeBio Pharma, Inc.
18.2M2.9%245.2K81.50+66.7%
BIIB
BIOGEN INC.
17.0M2.7%92.5K216.78+56.0%
RARE
Ultragenyx Pharmaceutical Inc.
17.0M2.7%809.3K25.83-12.0%
SNDX
Syndax Pharmaceuticals Inc
16.9M2.7%724.6K19.65+24.8%
COGT
Cogent Biosciences, Inc.
16.0M2.5%416.3K36.73+209.6%
SNY
Sanofi
13.0M2.1%269.5K45.85-9.3%
AZN
ASTRAZENECA PLC
12.3M2.0%62.5K165.98
unmapped CUSIP 03152W1098.7M1.4%603.4K
CLBT
Cellebrite DI Ltd.
8.7M1.4%631.5K11.05-28.6%
unmapped CUSIP 03753U1068.6M1.4%214.9K
PANW
Palo Alto Networks Inc
8.5M1.3%52.8K357.87+94.0%
LLY
ELI LILLY & Co
8.3M1.3%9.0K1,255.40+78.0%
BCRX
BIOCRYST PHARMACEUTICALS INC
8.2M1.3%866.5K9.55+14.0%
CAMT
CAMTEK LTD
8.0M1.3%53.0K146.81+78.1%
BMRN
BIOMARIN PHARMACEUTICAL INC
7.9M1.3%139.9K66.70+15.1%
CLDX
Celldex Therapeutics, Inc.
7.7M1.2%243.6K40.38+93.3%
ORA
ORMAT TECHNOLOGIES, INC.
7.6M1.2%68.2K108.38+17.4%
XENE
Xenon Pharmaceuticals Inc.
7.4M1.2%127.0K60.77+61.5%
unmapped CUSIP 8342033097.2M1.1%216.3K
TNGX
Tango Therapeutics, Inc.
7.2M1.1%343.6K23.88+253.8%
JNJ
JOHNSON & JOHNSON
7.0M1.1%28.8K270.24+51.1%
unmapped CUSIP 83417MAE46.9M1.1%4.0M
IMTX
Immatics N.V.
6.8M1.1%696.1K8.93+59.5%
TRVI
Trevi Therapeutics, Inc.
6.8M1.1%574.0K17.96+142.0%
ORIC
Oric Pharmaceuticals, Inc.
6.8M1.1%537.6K14.20+49.3%
MAZE
Maze Therapeutics, Inc.
6.8M1.1%227.3K29.43+118.3%
GSK
GSK plc
6.7M1.1%122.0K52.41+30.8%
AMZN
AMAZON COM INC
6.7M1.1%31.9K258.63+15.6%
ABBV
AbbVie Inc.
6.6M1.0%30.3K264.96+26.7%
AAOI
APPLIED OPTOELECTRONICS, INC.
6.2M1.0%73.4K124.82+469.2%
ELVN
Enliven Therapeutics, Inc.
6.0M1.0%153.3K59.82+204.3%
MRK
Merck & Co., Inc.
5.8M0.9%48.6K152.55+80.2%
VOR
Vor Biopharma Inc.
5.7M0.9%321.9K23.36-46.9%
ACAD
ACADIA PHARMACEUTICALS INC
5.7M0.9%256.2K29.50+18.3%
NVS
NOVARTIS AG
5.7M0.9%37.0K158.86+24.8%
ELDN
Eledon Pharmaceuticals, Inc.
5.5M0.9%1.8M3.45+33.7%
ENPH
Enphase Energy, Inc.
5.4M0.9%142.4K38.61+8.2%
RVMD
Revolution Medicines, Inc.
5.4M0.9%55.1K209.46+479.3%
PFE
PFIZER INC
5.2M0.8%186.0K28.07+10.6%
BHVN
Biohaven Ltd.
5.0M0.8%594.0K13.85-5.8%
FBRX
Forte Biosciences, Inc.
4.8M0.8%185.0K76.92+554.1%
HELP
CYBIN INC.
4.7M0.8%987.1K12.59+90.8%
MDGL
MADRIGAL PHARMACEUTICALS, INC.
4.7M0.8%9.0K516.74+31.9%
SRRK
Scholar Rock Holding Corp
4.6M0.7%94.3K56.50+64.2%
NVO
NOVO NORDISK A S
4.4M0.7%120.7K46.74-13.9%
MDWD
MediWound Ltd.
4.4M0.7%273.2K13.21-24.3%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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