Suvretta Capital Management as of June 30, 2017
Portfolio Holdings for Suvretta Capital Management
Suvretta Capital Management holds 19 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Adobe Systems Incorporated (ADBE) | 11.0 | $355M | 2.5M | 141.44 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 10.4 | $336M | 996k | 336.85 | |
| Constellation Brands (STZ) | 10.1 | $325M | 1.7M | 193.73 | |
| Alibaba Group Holding (BABA) | 9.6 | $310M | 2.2M | 140.90 | |
| Comcast Corporation (CMCSA) | 8.2 | $266M | 6.8M | 38.92 | |
| Alphabet Inc Class C cs (GOOG) | 7.6 | $246M | 271k | 908.73 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 6.7 | $216M | 3.4M | 62.54 | |
| Marathon Petroleum Corp (MPC) | 6.7 | $215M | 4.1M | 52.33 | |
| FMC Corporation (FMC) | 5.2 | $167M | 2.3M | 73.05 | |
| salesforce (CRM) | 4.8 | $154M | 1.8M | 86.60 | |
| Jd (JD) | 4.3 | $140M | 3.6M | 39.22 | |
| UnitedHealth (UNH) | 3.9 | $125M | 672k | 185.42 | |
| Walt Disney Company (DIS) | 3.4 | $111M | 1.0M | 106.25 | |
| Marriott International (MAR) | 3.2 | $103M | 1.0M | 100.31 | |
| Mohawk Industries (MHK) | 1.9 | $61M | 253k | 241.69 | |
| KAR Auction Services (KAR) | 1.0 | $32M | 761k | 41.97 | |
| Copart (CPRT) | 1.0 | $31M | 977k | 31.79 | |
| Liberty Broadband Cl C (LBRDK) | 0.6 | $18M | 211k | 86.75 | |
| Ilg | 0.5 | $15M | 550k | 27.49 |
