Sphera Management Technology Funds Ltd

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Meta Platforms Inc	—	$13.86M	21,000	7.3%
Amazon.com Inc	—	$13.85M	60,000	7.2%
MICROSOFT CORP	—	$12.09M	25,000	6.3%
Broadcom Inc.	—	$9.31M	26,900	4.9%
Tesla Inc	—	$9.05M	20,130	4.7%
NVIDIA Corp	—	$9.01M	48,300	4.7%
ADVANCED MICRO DEVICES INC	—	$8.57M	40,000	4.5%
INTEL CORP	—	$5.90M	160,000	3.1%
SOLAREDGE TECHNOLOGIES INC	—	$5.52M	4,700,000	2.9%
Alphabet Inc.	—	$5.03M	16,020	2.6%
ON SEMICONDUCTOR CORP	—	$4.77M	4,000,000	2.5%
Unity Software Inc.	—	$4.42M	100,000	2.3%
APPLIED MATERIALS INC /DE	—	$4.41M	17,150	2.3%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$3.95M	13,000	2.1%
Palo Alto Networks Inc	—	$3.76M	20,400	2.0%
SIMILARWEB LTD	—	$3.60M	480,000	1.9%
TWILIO INC	—	$3.56M	25,000	1.9%
Salesforce Inc	—	$3.18M	12,000	1.7%
TEXAS INSTRUMENTS INC	—	$2.95M	17,000	1.5%
ORACLE CORP	—	$2.92M	15,000	1.5%
Enphase Energy, Inc.	—	$2.88M	90,000	1.5%
CAMTEK LTD.	—	$2.66M	25,000	1.4%
Wix.com Ltd.	—	$2.60M	25,000	1.4%
ANALOG DEVICES INC	—	$2.50M	9,200	1.3%
Uber Technologies, Inc	—	$2.45M	30,000	1.3%
Marvell Technology, Inc.	—	$2.45M	28,800	1.3%
MongoDB, Inc.	—	$2.35M	5,600	1.2%
VARONIS SYS INC	—	$2.33M	2,500,000	1.2%
NICE Ltd.	—	$2.26M	20,000	1.2%
NOKIA CORP	—	$2.07M	320,000	1.1%
JFrog Ltd	—	$2.02M	32,300	1.1%
KLA CORP	—	$1.99M	1,635	1.0%
BOX INC	—	$1.96M	2,000,000	1.0%
Rubrik, Inc.	—	$1.74M	22,800	0.9%
Snowflake Inc.	—	$1.56M	7,100	0.8%
SNOWFLAKE INC	—	$1.55M	1,000,000	0.8%
COHERENT CORP	—	$1.48M	8,000	0.8%
LATTICE SEMICONDUCTOR CORP	—	$1.47M	20,000	0.8%
CELLEBRITE DI LTD	—	$1.44M	80,000	0.8%
ServiceNow Inc	—	$1.41M	9,200	0.7%
Oddity Tech Ltd	—	$1.41M	35,000	0.7%
TTM Technologies Inc	—	$1.28M	18,600	0.7%
Zeta Global Holdings Corp.	—	$1.22M	60,000	0.6%
SANMINA CORP	—	$1.20M	8,000	0.6%
CIENA CORP	—	$1.17M	5,000	0.6%
BILL HOLDINGS INC	—	$1.15M	1,250,000	0.6%
Varonis Systems Inc	—	$1.15M	35,000	0.6%
Workday Inc	—	$1.14M	5,300	0.6%
Coinbase Global, Inc.	—	$1.13M	5,000	0.6%
RENATUS TACTICAL ACQUIS	—	$1.07M	100,000	0.6%