SUVRETTA CAPITAL MANAGEMENT, LLC

Est. AUM

$3.92B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ARCUTIS BIOTHERAPEUTICS INC	COM	$290.4M	12327000	7.42%	SOLE
2	VERADERMICS INC	COMMON STOCK	$263.3M	4168970	6.72%	SOLE
3	STATE STR SPDR S&P 500 ETF TPUT	TR UNIT	$227.6M	350000	5.81%	SOLE
4	PALVELLA THERAPEUTICS INC NE	COM	$143.8M	1153496	3.67%	SOLE
5	APELLIS PHARMACEUTICALS INC	COM	$141.5M	3518471	3.62%	SOLE
6	LEGEND BIOTECH CORP	SPONSORED ADS	$137.1M	7581029	3.50%	SOLE
7	BENITEC BIOPHARMA INC	COM NEW	$123.0M	11548351	3.14%	SOLE
8	CAPRICOR THERAPEUTICS INC	COM NEW	$116.1M	3818600	2.97%	SOLE
9	IMMATICS N.V	SHS	$110.1M	11190129	2.81%	SOLE
10	ARCUS BIOSCIENCES INC	COM	$108.7M	5030993	2.78%	SOLE
11	EYEPOINT INC	COM NEW	$106.9M	8296375	2.73%	SOLE
12	ARRIVENT BIOPHARMA INC	COM	$101.5M	4401083	2.59%	SOLE
13	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$100.9M	298707	2.58%	SOLE
14	NVIDIA CORPORATION	COM	$100.2M	574656	2.56%	SOLE
15	META PLATFORMS INC	CL A	$97.1M	169707	2.48%	SOLE
16	KALVISTA PHARMACEUTICALS INC	COM	$96.0M	4768712	2.45%	SOLE
17	GE AEROSPACE	COM NEW	$88.0M	310262	2.25%	SOLE
18	BIOHAVEN LTD	COM	$87.0M	10286937	2.22%	SOLE
19	SYSCO CORP	COM	$82.7M	1159156	2.11%	SOLE
20	MGM RESORTS INTERNATIONAL	COM	$79.9M	2158800	2.04%	SOLE
21	COMPASS THERAPEUTICS INC	COM	$75.7M	14307379	1.93%	SOLE
22	HOME DEPOT INC	COM	$72.9M	221590	1.86%	SOLE
23	KURA ONCOLOGY INC	COM	$69.7M	8575422	1.78%	SOLE
24	MONTE ROSA THERAPEUTICS INC	COM	$69.5M	4226809	1.78%	SOLE
25	BANK AMERICA CORP	COM	$63.1M	1295245	1.61%	SOLE
26	ERASCA INC	COM	$55.6M	3434967	1.42%	SOLE
27	CAPITAL ONE FINL CORP	COM	$55.2M	302400	1.41%	SOLE
28	ZURA BIO LTD	CLASS A ORD SHS	$53.9M	9067001	1.38%	SOLE
29	AMAZON COM INC	COM	$52.9M	254009	1.35%	SOLE
30	ADVANCED MICRO DEVICES INC	COM	$52.3M	257240	1.34%	SOLE
31	FULCRUM THERAPEUTICS INC	COM	$50.3M	6561111	1.29%	SOLE
32	VULCAN MATLS CO	COM	$49.4M	181594	1.26%	SOLE
33	FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$49.4M	211900	1.26%	SOLE
34	APOLLO GLOBAL MGMT INC	COM	$43.2M	387700	1.10%	SOLE
35	MINERALYS THERAPEUTICS INC	COM	$41.7M	1538662	1.06%	SOLE
36	CRINETICS PHARMACEUTICALS IN	COM	$37.9M	1043879	0.97%	SOLE
37	CONTINEUM THERAPEUTICS INC	CL A	$37.1M	2841334	0.95%	SOLE
38	US FOODS HLDG CORP	COM	$36.5M	395970	0.93%	SOLE
39	PERFORMANCE FOOD GROUP CO	COM	$33.1M	386885	0.85%	SOLE
40	REPLIMUNE GROUP INC	COM	$32.3M	4221836	0.82%	SOLE
41	ADVISORSHARES TR	PURE US CANNABIS	$32.1M	9046200	0.82%	SOLE
42	AURA BIOSCIENCES INC	COM	$29.3M	4372884	0.75%	SOLE
43	UNITEDHEALTH GROUP INC	COM	$27.2M	100630	0.70%	SOLE
44	PROKIDNEY CORP	SHS CL A	$22.1M	12341266	0.56%	SOLE
45	LIFE TIME GROUP HOLDINGS INC	COMMON STOCK	$13.7M	510349	0.35%	SOLE
46	WHITEHAWK THERAPEUTICS INC	COM	$12.8M	3700000	0.33%	SOLE
47	ABEONA THERAPEUTICS INC	COM NEW	$12.0M	2676000	0.31%	SOLE
48	WINGSTOP INC	COM	$9.2M	59500	0.24%	SOLE
49	MOLECULAR PARTNERS AG	ADS	$8.8M	2221494	0.23%	SOLE
50	BOSTON SCIENTIFIC CORP	COM	$7.8M	123941	0.20%	SOLE

1–50 of 89

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.