EdgeMarket › What Suvretta Capital Management, Llc reported owning
What Suvretta Capital Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.9BPositions
89Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ARQT Arcutis Biotherapeutics, Inc. | 290.4M | 7.4% | 12.3M | 25.08 | +58.8% |
| MANE Veradermics, Inc | 263.3M | 6.7% | 4.2M | 102.82 | — |
| PVLA PALVELLA THERAPEUTICS, INC. | 143.8M | 3.7% | 1.2M | 142.04 | +181.6% |
| unmapped CUSIP 03753U106 | 141.5M | 3.6% | 3.5M | — | — |
| LEGN Legend Biotech Corp | 137.1M | 3.5% | 7.6M | 21.82 | -38.8% |
| BNTC Benitec Biopharma Inc. | 123.0M | 3.1% | 11.5M | 13.48 | +4.7% |
| CAPR CAPRICOR THERAPEUTICS, INC. | 116.1M | 3.0% | 3.8M | 6.29 | -12.3% |
| IMTX Immatics N.V. | 110.1M | 2.8% | 11.2M | 8.93 | +59.5% |
| RCUS Arcus Biosciences, Inc. | 108.7M | 2.8% | 5.0M | 30.34 | +200.7% |
| EYPT EyePoint, Inc. | 106.9M | 2.7% | 8.3M | 5.32 | -53.8% |
| AVBP ArriVent BioPharma, Inc. | 101.5M | 2.6% | 4.4M | 29.12 | +51.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 100.9M | 2.6% | 298.7K | 418.95 | +83.3% |
| NVDA NVIDIA CORP | 100.2M | 2.6% | 574.7K | 214.72 | +22.4% |
| META Meta Platforms, Inc. | 97.1M | 2.5% | 169.7K | 549.90 | -26.5% |
| unmapped CUSIP 483497103 | 96.0M | 2.5% | 4.8M | — | — |
| GE GENERAL ELECTRIC CO | 88.0M | 2.2% | 310.3K | 348.37 | +30.7% |
| BHVN Biohaven Ltd. | 87.0M | 2.2% | 10.3M | 13.85 | -5.8% |
| SYY SYSCO CORP | 82.7M | 2.1% | 1.2M | 84.10 | +3.9% |
| MGM MGM Resorts International | 79.9M | 2.0% | 2.2M | 43.74 | +20.5% |
| CMPX Compass Therapeutics, Inc. | 75.7M | 1.9% | 14.3M | 2.40 | -13.7% |
| HD HOME DEPOT, INC. | 72.9M | 1.9% | 221.6K | 335.61 | -16.5% |
| KURA Kura Oncology, Inc. | 69.7M | 1.8% | 8.6M | 11.89 | +68.7% |
| GLUE Monte Rosa Therapeutics, Inc. | 69.5M | 1.8% | 4.2M | 14.30 | +222.8% |
| BAC BANK OF AMERICA CORP /DE/ | 63.1M | 1.6% | 1.3M | 61.69 | +27.6% |
| ERAS Erasca, Inc. | 55.6M | 1.4% | 3.4M | 17.63 | +1107.5% |
| COF CAPITAL ONE FINANCIAL CORP | 55.2M | 1.4% | 302.4K | 217.91 | +1.5% |
| ZURA Zura Bio Ltd | 53.9M | 1.4% | 9.1M | 5.85 | +234.3% |
| AMZN AMAZON COM INC | 52.9M | 1.4% | 254.0K | 258.63 | +15.6% |
| AMD ADVANCED MICRO DEVICES INC | 52.3M | 1.3% | 257.2K | 473.25 | +186.5% |
| FULC Fulcrum Therapeutics, Inc. | 50.3M | 1.3% | 6.6M | 3.83 | -41.7% |
| VMC Vulcan Materials CO | 49.4M | 1.3% | 181.6K | 276.04 | -3.6% |
| FERG Ferguson Enterprises Inc. /DE/ | 49.4M | 1.3% | 211.9K | 242.24 | +5.1% |
| APO Apollo Global Management, Inc. | 43.2M | 1.1% | 387.7K | 132.69 | -2.0% |
| MLYS Mineralys Therapeutics, Inc. | 41.7M | 1.1% | 1.5M | 25.65 | +65.7% |
| CRNX Crinetics Pharmaceuticals, Inc. | 37.9M | 1.0% | 1.0M | 84.69 | +191.1% |
| CTNM Contineum Therapeutics, Inc. | 37.1M | 0.9% | 2.8M | 17.19 | +93.8% |
| USFD US Foods Holding Corp. | 36.5M | 0.9% | 396.0K | 109.62 | +39.1% |
| PFGC Performance Food Group Co | 33.1M | 0.8% | 386.9K | 104.98 | +3.8% |
| REPL Replimune Group, Inc. | 32.3M | 0.8% | 4.2M | 14.77 | +181.3% |
| MSOS AdvisorShares Pure US Cannabis ETF | 32.1M | 0.8% | 9.0M | 4.96 | +4.6% |
| AURA Aura Biosciences, Inc. | 29.3M | 0.7% | 4.4M | 7.80 | +22.4% |
| UNH UNITEDHEALTH GROUP INC | 27.2M | 0.7% | 100.6K | 390.11 | +30.1% |
| PROK PROKIDNEY CORP. | 22.1M | 0.6% | 12.3M | 1.61 | -29.4% |
| LTH Life Time Group Holdings, Inc. | 13.7M | 0.4% | 510.3K | 45.11 | +60.7% |
| WHWK Whitehawk Therapeutics, Inc. | 12.8M | 0.3% | 3.7M | 4.73 | +186.7% |
| ABEO ABEONA THERAPEUTICS INC. | 12.0M | 0.3% | 2.7M | 6.09 | -13.0% |
| WING Wingstop Inc. | 9.2M | 0.2% | 59.5K | 115.43 | -64.9% |
| MOLN MOLECULAR PARTNERS AG | 8.8M | 0.2% | 2.2M | 4.40 | +24.3% |
| BSX BOSTON SCIENTIFIC CORP | 7.8M | 0.2% | 123.9K | 50.37 | -52.5% |
| LXEO Lexeo Therapeutics, Inc. | 7.2M | 0.2% | 1.2M | 4.88 | +1.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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