Suvretta Capital Management as of Dec. 31, 2019
Portfolio Holdings for Suvretta Capital Management
Suvretta Capital Management holds 38 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Adobe Systems Incorporated (ADBE) | 7.4 | $324M | 982k | 329.81 | |
| Amazon (AMZN) | 5.9 | $259M | 140k | 1847.84 | |
| Fidelity National Information Services (FIS) | 5.9 | $258M | 1.9M | 139.09 | |
| salesforce (CRM) | 5.8 | $256M | 1.6M | 162.64 | |
| Global Payments (GPN) | 4.2 | $184M | 1.0M | 182.56 | |
| Johnson & Johnson (JNJ) | 4.0 | $177M | 1.2M | 145.87 | |
| Tyson Foods (TSN) | 4.0 | $176M | 1.9M | 91.04 | |
| Sony Corporation (SONY) | 3.6 | $158M | 2.3M | 68.00 | |
| Activision Blizzard | 3.5 | $156M | 2.6M | 59.42 | |
| Altria (MO) | 3.2 | $143M | 2.9M | 49.91 | |
| Lowe's Companies (LOW) | 3.2 | $142M | 1.2M | 119.76 | |
| L3harris Technologies (LHX) | 3.1 | $135M | 683k | 197.87 | |
| Canadian Pacific Railway | 3.0 | $133M | 522k | 254.95 | |
| UnitedHealth (UNH) | 3.0 | $130M | 442k | 293.98 | |
| Nike (NKE) | 2.8 | $125M | 1.2M | 101.31 | |
| Anthem (ELV) | 2.8 | $124M | 412k | 302.03 | |
| Paypal Holdings (PYPL) | 2.8 | $121M | 1.1M | 108.17 | |
| Baxter International (BAX) | 2.4 | $105M | 1.3M | 83.62 | |
| Norfolk Southern (NSC) | 2.4 | $105M | 542k | 194.13 | |
| Medtronic (MDT) | 2.3 | $99M | 875k | 113.45 | |
| KBR (KBR) | 2.2 | $97M | 3.2M | 30.50 | |
| Centene Corporation (CNC) | 2.1 | $95M | 1.5M | 62.87 | |
| Jacobs Engineering | 2.0 | $88M | 982k | 89.83 | |
| Raytheon Company | 2.0 | $86M | 392k | 219.74 | |
| Lyft (LYFT) | 1.8 | $77M | 1.8M | 43.02 | |
| Dxc Technology (DXC) | 1.7 | $76M | 2.0M | 37.59 | |
| 3M Company (MMM) | 1.7 | $76M | 430k | 176.42 | |
| Boston Scientific Corporation (BSX) | 1.7 | $76M | 1.7M | 45.22 | |
| Dupont De Nemours (DD) | 1.6 | $69M | 1.1M | 64.20 | |
| Zimmer Holdings (ZBH) | 1.6 | $68M | 455k | 149.68 | |
| Ingersoll-rand Co Ltd-cl A | 1.5 | $68M | 510k | 132.92 | |
| Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) | 1.4 | $64M | 5.5M | 11.55 | |
| Fair Isaac Corporation (FICO) | 1.1 | $49M | 130k | 374.68 | |
| Envista Hldgs Corp (NVST) | 1.0 | $46M | 1.5M | 29.64 | |
| NVR (NVR) | 0.8 | $34M | 9.0k | 3808.43 | |
| KB Home (KBH) | 0.4 | $17M | 506k | 34.27 | |
| Virgin Galactic Holdings Inc virgin galactic holding-cw22 | 0.1 | $3.9M | 1.2M | 3.35 | |
| Far Pt Acquisition Corp w exp 06/01/202 | 0.0 | $299k | 232k | 1.29 |
