Suvretta Capital Management as of Dec. 31, 2013
Portfolio Holdings for Suvretta Capital Management
Suvretta Capital Management holds 34 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cheniere Energy Com New (LNG) | 6.4 | $48M | 1.1M | 43.12 | |
| Equinix Com New | 5.1 | $38M | 215k | 177.45 | |
| Thermo Fisher Scientific (TMO) | 4.8 | $36M | 322k | 111.35 | |
| Constellation Brands Cl A (STZ) | 4.5 | $34M | 480k | 70.38 | |
| Google Cl A | 4.1 | $31M | 27k | 1120.70 | |
| Vodafone Group Spons Adr New | 4.0 | $30M | 758k | 39.31 | |
| Time Warner Com New | 4.0 | $30M | 427k | 69.72 | |
| Methanex Corp (MEOH) | 3.9 | $29M | 487k | 59.24 | |
| Michael Kors Hldgs SHS | 3.8 | $29M | 353k | 81.19 | |
| American Intl Group Com New (AIG) | 3.8 | $28M | 548k | 51.05 | |
| Sinclair Broadcast Group Cl A | 3.6 | $27M | 760k | 35.73 | |
| Hca Holdings (HCA) | 3.5 | $26M | 553k | 47.71 | |
| Dollar General (DG) | 3.3 | $25M | 414k | 60.32 | |
| Dollar Tree (DLTR) | 3.2 | $24M | 423k | 56.42 | |
| Burger King Worldwide | 3.2 | $24M | 1.0M | 22.86 | |
| Lowe's Companies (LOW) | 2.9 | $22M | 436k | 49.55 | |
| Endo Pharmaceuticals | 2.9 | $22M | 319k | 67.46 | |
| Ihs Cl A | 2.9 | $21M | 178k | 119.70 | |
| Adobe Systems Incorporated (ADBE) | 2.8 | $21M | 350k | 59.88 | |
| Perrigo Company | 2.7 | $20M | 132k | 153.46 | |
| eBay (EBAY) | 2.6 | $20M | 359k | 54.87 | |
| Armstrong World Industries (AWI) | 2.5 | $19M | 326k | 57.61 | |
| Actavis SHS | 2.4 | $18M | 107k | 168.00 | |
| Fifth & Pac Cos | 2.3 | $17M | 535k | 32.07 | |
| Teekay Shipping Marshall Isl (TK) | 2.1 | $16M | 324k | 48.01 | |
| Hertz Global Holdings | 1.9 | $14M | 498k | 28.62 | |
| Allergan | 1.9 | $14M | 128k | 111.08 | |
| AutoNation (AN) | 1.8 | $13M | 267k | 49.69 | |
| Union Pacific Corporation (UNP) | 1.4 | $11M | 63k | 168.00 | |
| Mylan | 1.4 | $10M | 239k | 43.40 | |
| McGraw-Hill Companies | 1.3 | $9.7M | 124k | 78.20 | |
| Semgroup Corp Cl A | 1.3 | $9.7M | 148k | 65.23 | |
| Iac Interactivecorp Com Par $.001 | 1.2 | $8.8M | 128k | 68.65 | |
| Fairway Group Hldgs Corp Cl A | 0.5 | $3.6M | 198k | 18.16 |
