Suvretta Capital Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.92B
Q ending 2026-03-31
Prior quarter
$4.88B
Q ending 2025-12-31
Change
-19.8% QoQ · +45.3% YoY
Positions
89
reported holdings
Largest positions
All 89 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Arcutis Biotherapeutics Inc | ARQT | Shares | $290.4M | 12.3M |
| Veradermics Inc | MANE | Shares | $263.3M | 4.2M |
| State Str Spdr S&P 500 Etf T | SPY | Put | $227.6M | 350K |
| Palvella Therapeutics Inc Ne | PVLA | Shares | $143.8M | 1.2M |
| Apellis Pharmaceuticals Inc | APLS | Shares | $141.5M | 3.5M |
| Legend Biotech Corp | LEGN | Shares | $137.1M | 7.6M |
| Benitec Biopharma Inc | BNTC | Shares | $123.0M | 11.5M |
| Capricor Therapeutics Inc | CAPR | Shares | $116.1M | 3.8M |
| Immatics N.V | Shares | $110.1M | 11.2M | |
| Arcus Biosciences Inc | RCUS | Shares | $108.7M | 5.0M |
| Eyepoint Inc | EYPT | Shares | $106.9M | 8.3M |
| Arrivent Biopharma Inc | AVBP | Shares | $101.5M | 4.4M |
| Taiwan Semiconductor Manufac | TSM | Shares | $100.9M | 299K |
| Nvidia Corporation | NVDA | Shares | $100.2M | 575K |
| Meta Platforms Inc | META | Shares | $97.1M | 170K |
| Kalvista Pharmaceuticals Inc | 4XC1 | Shares | $96.0M | 4.8M |
| Ge Aerospace | GE | Shares | $88.0M | 310K |
| Biohaven Ltd | Shares | $87.0M | 10.3M | |
| Sysco Corp | SYY | Shares | $82.7M | 1.2M |
| Mgm Resorts International | MGM | Shares | $79.9M | 2.2M |
| Compass Therapeutics Inc | CMPX | Shares | $75.7M | 14.3M |
| Home Depot Inc | HD | Shares | $72.9M | 222K |
| Kura Oncology Inc | KURA | Shares | $69.7M | 8.6M |
| Monte Rosa Therapeutics Inc | GLUE | Shares | $69.5M | 4.2M |
| Bank America Corp | BAC | Shares | $63.1M | 1.3M |
| Erasca Inc | ERAS | Shares | $55.6M | 3.4M |
| Capital One Finl Corp | COF | Shares | $55.2M | 302K |
| Zura Bio Ltd | Shares | $53.9M | 9.1M | |
| Amazon Com Inc | AMZN | Shares | $52.9M | 254K |
| Advanced Micro Devices Inc | AMD | Shares | $52.3M | 257K |
| Fulcrum Therapeutics Inc | FULC | Shares | $50.3M | 6.6M |
| Vulcan Matls Co | VMC | Shares | $49.4M | 182K |
| Ferguson Enterprises Inc | FERG | Shares | $49.4M | 212K |
| Apollo Global Mgmt Inc | APO | Shares | $43.2M | 388K |
| Mineralys Therapeutics Inc | MLYS | Shares | $41.7M | 1.5M |
| Crinetics Pharmaceuticals In | CRNX | Shares | $37.9M | 1.0M |
| Contineum Therapeutics Inc | CTNM | Shares | $37.1M | 2.8M |
| Us Foods Hldg Corp | USFD | Shares | $36.5M | 396K |
| Performance Food Group Co | PFGC | Shares | $33.1M | 387K |
| Replimune Group Inc | REPL | Shares | $32.3M | 4.2M |
| Advisorshares Tr | MSOS | Shares | $32.1M | 9.0M |
| Aura Biosciences Inc | AURA | Shares | $29.3M | 4.4M |
| Unitedhealth Group Inc | UNH | Shares | $27.2M | 101K |
| Prokidney Corp | PROK | Shares | $22.1M | 12.3M |
| Life Time Group Holdings Inc | LTH | Shares | $13.7M | 510K |
| Whitehawk Therapeutics Inc | WHWK | Shares | $12.8M | 3.7M |
| Abeona Therapeutics Inc | ABEO | Shares | $12.0M | 2.7M |
| Wingstop Inc | WING | Shares | $9.2M | 60K |
| Molecular Partners Ag | MOLN | Shares | $8.8M | 2.2M |
| Boston Scientific Corp | BSX | Shares | $7.8M | 124K |
| Lexeo Therapeutics Inc | LXEO | Shares | $7.2M | 1.3M |
| Coherent Corp | COHR | Shares | $7.1M | 30K |
| Inflarx Nv | Shares | $7.1M | 7.9M | |
| Danaher Corp Del | DHR | Shares | $6.9M | 36K |
| Abbott Laboratories | ABT | Shares | $6.9M | 67K |
| Thermo Fisher Scientific Inc | TMO | Shares | $6.6M | 13K |
| Medtronic Plc | Shares | $6.3M | 72K | |
| Johnson & Johnson | JNJ | Shares | $5.7M | 23K |
| Kezar Life Sciences Inc | 2KZ0 | Shares | $5.3M | 717K |
| Intuitive Surgical Inc | ISRG | Shares | $5.2M | 11K |
| Anteris Technologies Global | AVR | Shares | $4.7M | 850K |
| Cencora Inc | COR | Shares | $3.9M | 12K |
| Satellos Bioscience Inc | MSLE | Shares | $2.7M | 475K |
| Mettler Toledo International | MTD | Shares | $2.5M | 2K |
| Natera Inc | NTRA | Shares | $2.0M | 10K |
| Dexcom Inc | DXCM | Shares | $2.0M | 32K |
| Stryker Corporation | SYK | Shares | $1.9M | 6K |
| Tesla Inc | TSLA | Shares | $1.9M | 5K |
| Talen Energy Corp | TLN | Shares | $1.9M | 6K |
| Medline Inc | MDLN | Shares | $1.9M | 43K |
| Microsoft Corp | MSFT | Shares | $1.8M | 5K |
| Mckesson Corp | MCK | Shares | $1.6M | 2K |
| Hca Healthcare Inc | HCA | Shares | $1.5M | 3K |
| Edwards Lifesciences Corp | EW | Shares | $1.5M | 19K |
| Iqvia Hldgs Inc | IQV | Shares | $1.2M | 7K |
| Ww Grainger Inc | GWW | Shares | $1.1M | 1K |
| Sensei Biotherapeutics Inc | FTH | Shares | $1.1M | 35K |
| Waters Corp | WAT | Shares | $960K | 3K |
| Vistra Corp | VST | Shares | $902K | 6K |
| Ionis Pharmaceuticals Inc | IONS | Shares | $811K | 11K |
| Agilent Technologies Inc | A | Shares | $569K | 5K |
| Resmed Inc | RMD | Shares | $537K | 2K |
| Spotify Technology S A | Shares | $533K | 1K | |
| Veralto Corp | VLTO | Shares | $484K | 5K |
| Roblox Corp | RBLX | Shares | $476K | 8K |
| Sarepta Therapeutics Inc | SRPT | Shares | $389K | 18K |
| Steris Plc | Shares | $338K | 2K | |
| Viridian Therapeutics Inc | VRDN | Shares | $327K | 17K |
| Zimmer Biomet Holdings Inc | ZBH | Shares | $295K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.