Suvretta Capital Management as of March 31, 2019
Portfolio Holdings for Suvretta Capital Management
Suvretta Capital Management holds 35 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 15.7 | $542M | 1.9M | 282.48 | |
| salesforce (CRM) | 7.9 | $273M | 1.7M | 158.37 | |
| Boeing Company (BA) | 7.7 | $265M | 694k | 381.42 | |
| Adobe Systems Incorporated (ADBE) | 7.4 | $256M | 960k | 266.49 | |
| Comcast Corporation (CMCSA) | 4.3 | $150M | 3.8M | 39.98 | |
| Worldpay Ord | 4.1 | $143M | 1.3M | 113.50 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 3.8 | $131M | 2.0M | 65.11 | |
| Boston Scientific Corporation (BSX) | 3.4 | $118M | 3.1M | 38.38 | |
| Netflix (NFLX) | 3.3 | $113M | 316k | 356.56 | |
| CSX Corporation (CSX) | 2.7 | $94M | 1.3M | 74.82 | |
| Iqvia Holdings (IQV) | 2.7 | $94M | 652k | 143.85 | |
| D.R. Horton (DHI) | 2.7 | $93M | 2.3M | 41.38 | |
| SYSCO Corporation (SYY) | 2.6 | $91M | 1.4M | 66.76 | |
| Amazon (AMZN) | 2.6 | $91M | 51k | 1780.75 | |
| Alphabet Inc Class C cs (GOOG) | 2.6 | $89M | 76k | 1173.31 | |
| Anthem (ELV) | 2.4 | $81M | 283k | 286.98 | |
| Lowe's Companies (LOW) | 2.2 | $77M | 699k | 109.47 | |
| TJX Companies (TJX) | 2.1 | $74M | 1.4M | 53.21 | |
| Alibaba Group Holding (BABA) | 2.1 | $72M | 393k | 182.45 | |
| United Technologies Corporation | 2.0 | $68M | 525k | 128.89 | |
| Norfolk Southern (NSC) | 1.9 | $66M | 353k | 186.89 | |
| Burlington Stores (BURL) | 1.7 | $60M | 382k | 156.68 | |
| Copart (CPRT) | 1.7 | $58M | 954k | 60.59 | |
| McDonald's Corporation (MCD) | 1.6 | $57M | 301k | 189.90 | |
| Pfizer (PFE) | 1.6 | $54M | 1.3M | 42.47 | |
| Royal Caribbean Cruises (RCL) | 1.6 | $54M | 474k | 114.62 | |
| Zimmer Holdings (ZBH) | 1.3 | $45M | 351k | 127.70 | |
| Wendy's/arby's Group (WEN) | 1.1 | $40M | 2.2M | 17.89 | |
| Us Foods Hldg Corp call (USFD) | 0.8 | $28M | 792k | 34.91 | |
| Far Pt Acquisition Corp cl a founders sh | 0.7 | $24M | 2.4M | 9.95 | |
| Intelsat Sa | 0.6 | $21M | 1.4M | 15.66 | |
| Michael Kors Holdings Ord (CPRI) | 0.5 | $19M | 411k | 45.75 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.4 | $13M | 566k | 23.52 | |
| Far Pt Acquisition Corp w exp 06/01/202 | 0.0 | $1.2M | 928k | 1.34 | |
| Blackstone | 0.0 | $664k | 19k | 34.95 |
