AiSiWhale

AI & tech investing

SPHERA FUNDS MANAGEMENT LTD.

CIK 1496201

13F filing for Q2 2026・No. 3,033

Holdings
US$766.54M
Quarter change
+US$136.86M
Entries
106
Net bought (estimate)
+US$59.53M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 22
  • Sold out 17
  • Cut 25
  • Added 36
  • Corporate actions 0
  • Unchanged 14

Largest holdings

97 stocks worth US$698.83M, options and bonds left out.

StockThis quarterValueWeight
2684211DTEVA PHARMACEUTICAL INDS LTDSPONSORED ADSAddedUS$50.82M7.27%
MINERALYS THERAPEUTICS INCCOMAddedUS$39.66M5.68%
TSEMTOWER SEMICONDUCTOR LTDSHS NEWCutUS$28.22M4.04%
SYNDAX PHARMACEUTICALS INCCOMAddedUS$22.18M3.17%
BIIBBIOGEN INCCOMAddedUS$20.88M2.99%
RAREULTRAGENYX PHARMACEUTICAL INCOMCutUS$19.65M2.81%
BMRNBIOMARIN PHARMACEUTICAL INCCOMAddedUS$18.8M2.69%
CYTOKINETICS INCCOM NEWAddedUS$18.74M2.68%
BBIOBRIDGEBIO PHARMA INCCOMAddedUS$18.27M2.61%
COGTCOGENT BIOSCIENCES INCCOMAddedUS$17.78M2.54%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.