Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SPHERA FUNDS MANAGEMENT LTD. (CIK 1496201) reported $629.7M across 88 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MLYS ($36.3M, 5.76%), TEVA ($34.2M, 5.44%), TSEM ($25.6M, 4.06%), XBI ($25.5M, 4.06%), NVMI ($23.2M, 3.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MLYS | MINERALYS THERAPEUTICS INC | $36.3M | 5.76% | 1.3M | Added |
| 2 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $34.2M | 5.44% | 1.1M | Added |
| 3 | TSEM | TOWER SEMICONDUCTOR LTD | $25.6M | 4.06% | 145,735 | Added |
| 4 | XBI | SPDR SERIES TRUST | $25.5M | 4.06% | 200,000 | Added |
| 5 | NVMI | NOVA LTD | $23.2M | 3.68% | 53,366 | Added |
| 6 | CYTK | CYTOKINETICS INC | $19.7M | 3.13% | 299,117 | Added |
| 7 | BBIO | BRIDGEBIO PHARMA INC | $18.2M | 2.89% | 245,246 | Added |
| 8 | BIIB | BIOGEN INC | $17.0M | 2.69% | 92,526 | Trimmed |
| 9 | SNDX | SYNDAX PHARMACEUTICALS INC | $16.9M | 2.69% | 724,563 | Trimmed |
| 10 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $17.0M | 2.69% | 809,333 | Added |
| 11 | COGT | COGENT BIOSCIENCES INC | $16.0M | 2.54% | 416,340 | Added |
| 12 | SNY | SANOFI SA | $13.0M | 2.06% | 269,515 | Added |
| 13 | AZNCF | ASTRAZENECA PLC | $12.3M | 1.96% | 62,530 | New |
| 14 | FOLD | AMICUS THERAPEUTIC | $8.7M | 1.39% | 603,377 | Trimmed |
| 15 | CLBT | CELLEBRITE DI LTD | $8.7M | 1.38% | 631,521 | New |
| 16 | APLS | APELLIS PHARMACEUTICALS INC | $8.6M | 1.37% | 214,914 | Trimmed |
| 17 | PANW | PALO ALTO NETWORKS INC | $8.5M | 1.34% | 52,800 | New |
| 18 | LLY | ELI LILLY & CO | $8.3M | 1.32% | 9,040 | Hold |
| 19 | BCRX | BIOCRYST PHARMACEUTICALS INC | $8.2M | 1.31% | 866,464 | Added |
| 20 | CAMT | CAMTEK LTD | $8.0M | 1.28% | 53,020 | Added |
| 21 | BMRN | BIOMARIN PHARMACEUTICAL INC | $7.9M | 1.26% | 139,900 | Trimmed |
| 22 | CLDX | CELLDEX THERAPEUTICS INC NEW | $7.7M | 1.23% | 243,575 | Added |
| 23 | ORA | ORMAT TECHNOLOGIES INC | $7.6M | 1.21% | 68,250 | New |
| 24 | XENE | XENON PHARMACEUTICALS INC | $7.4M | 1.17% | 127,000 | New |
| 25 | SLNO | SOLENO THERAPEUTICS INC | $7.2M | 1.15% | 216,281 | Added |
Source: SEC Form 13F filings · as of 2026-03-31