Suvretta Capital Management as of Dec. 31, 2017
Portfolio Holdings for Suvretta Capital Management
Suvretta Capital Management holds 28 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Adobe Systems Incorporated (ADBE) | 9.4 | $396M | 2.3M | 175.24 | |
Alphabet Inc Class C cs (GOOG) | 8.9 | $376M | 359k | 1046.40 | |
salesforce (CRM) | 8.6 | $363M | 3.6M | 102.23 | |
Constellation Brands (STZ) | 7.5 | $316M | 1.4M | 228.57 | |
United Technologies Corporation | 6.0 | $256M | 2.0M | 127.57 | |
FMC Corporation (FMC) | 6.0 | $255M | 2.7M | 94.66 | |
Restaurant Brands Intl Inc Com equity / large cap (QSR) | 6.0 | $256M | 4.2M | 61.48 | |
Dowdupont | 5.0 | $211M | 3.0M | 71.22 | |
Altria (MO) | 4.8 | $202M | 2.8M | 71.41 | |
Alibaba Group Holding (BABA) | 4.0 | $171M | 990k | 172.43 | |
BlackRock (BLK) | 3.5 | $149M | 290k | 513.71 | |
Twenty-first Century Fox | 3.4 | $142M | 4.1M | 34.53 | |
CSX Corporation (CSX) | 3.3 | $138M | 2.5M | 55.01 | |
UnitedHealth (UNH) | 2.8 | $117M | 530k | 220.46 | |
Union Pacific Corporation (UNP) | 2.7 | $115M | 856k | 134.10 | |
Baidu (BIDU) | 2.7 | $115M | 489k | 234.21 | |
Altaba | 2.6 | $111M | 1.6M | 69.85 | |
Norfolk Southern (NSC) | 2.2 | $95M | 657k | 144.90 | |
CIGNA Corporation | 1.9 | $83M | 407k | 203.09 | |
Domino's Pizza (DPZ) | 1.4 | $58M | 304k | 188.96 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.4 | $57M | 256k | 223.66 | |
Copart (CPRT) | 1.2 | $53M | 1.2M | 43.19 | |
British American Tobac (BTI) | 1.1 | $47M | 708k | 66.99 | |
KAR Auction Services (KAR) | 1.1 | $47M | 920k | 50.51 | |
FedEx Corporation (FDX) | 0.9 | $37M | 149k | 249.54 | |
Wendy's/arby's Group (WEN) | 0.7 | $29M | 1.8M | 16.42 | |
Jack in the Box (JACK) | 0.5 | $22M | 225k | 98.11 | |
Marathon Petroleum Corp (MPC) | 0.3 | $15M | 221k | 65.98 |