Suvretta Capital Management as of March 31, 2026
Portfolio Holdings for Suvretta Capital Management
Suvretta Capital Management holds 89 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Arcutis Biotherapeutics (ARQT) | 7.4 | $290M | 12M | 23.56 | |
| Veradermics Common Stock | 6.7 | $263M | 4.2M | 63.15 | |
| State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY) | 5.8 | $228M | 350k | 650.34 | |
| Palvella Therapeutics Inc Ne (PVLA) | 3.7 | $144M | 1.2M | 124.65 | |
| Apellis Pharmaceuticals (APLS) | 3.6 | $142M | 3.5M | 40.23 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 3.5 | $137M | 7.6M | 18.09 | |
| Benitec Biopharma Com New (BNTC) | 3.1 | $123M | 12M | 10.65 | |
| Capricor Therapeutics Com New (CAPR) | 3.0 | $116M | 3.8M | 30.40 | |
| Immatics SHS (IMTX) | 2.8 | $110M | 11M | 9.84 | |
| Arcus Biosciences Incorporated (RCUS) | 2.8 | $109M | 5.0M | 21.60 | |
| Eyepoint Com New (EYPT) | 2.7 | $107M | 8.3M | 12.89 | |
| Arrivent Biopharma (AVBP) | 2.6 | $102M | 4.4M | 23.07 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.6 | $101M | 299k | 337.95 | |
| NVIDIA Corporation (NVDA) | 2.6 | $100M | 575k | 174.40 | |
| Meta Platforms Cl A (META) | 2.5 | $97M | 170k | 572.13 | |
| Kalvista Pharmaceuticals (KALV) | 2.5 | $96M | 4.8M | 20.13 | |
| Ge Aerospace Com New (GE) | 2.2 | $88M | 310k | 283.77 | |
| Biohaven (BHVN) | 2.2 | $87M | 10M | 8.46 | |
| SYSCO Corporation (SYY) | 2.1 | $83M | 1.2M | 71.33 | |
| MGM Resorts International. (MGM) | 2.0 | $80M | 2.2M | 37.01 | |
| Compass Therapeutics (CMPX) | 1.9 | $76M | 14M | 5.29 | |
| Home Depot (HD) | 1.9 | $73M | 222k | 328.89 | |
| Kura Oncology (KURA) | 1.8 | $70M | 8.6M | 8.13 | |
| Monte Rosa Therapeutics (GLUE) | 1.8 | $70M | 4.2M | 16.45 | |
| Bank of America Corporation (BAC) | 1.6 | $63M | 1.3M | 48.75 | |
| Erasca (ERAS) | 1.4 | $56M | 3.4M | 16.18 | |
| Capital One Financial (COF) | 1.4 | $55M | 302k | 182.43 | |
| Zura Bio Class A Ord Shs (ZURA) | 1.4 | $54M | 9.1M | 5.95 | |
| Amazon (AMZN) | 1.4 | $53M | 254k | 208.27 | |
| Advanced Micro Devices (AMD) | 1.3 | $52M | 257k | 203.43 | |
| Fulcrum Therapeutics (FULC) | 1.3 | $50M | 6.6M | 7.67 | |
| Vulcan Materials Company (VMC) | 1.3 | $49M | 182k | 272.30 | |
| Ferguson Enterprises Common Stock New (FERG) | 1.3 | $49M | 212k | 233.26 | |
| Apollo Global Mgmt (APO) | 1.1 | $43M | 388k | 111.42 | |
| Mineralys Therapeutics (MLYS) | 1.1 | $42M | 1.5M | 27.09 | |
| Crinetics Pharmaceuticals In (CRNX) | 1.0 | $38M | 1.0M | 36.32 | |
| Contineum Therapeutics Cl A (CTNM) | 0.9 | $37M | 2.8M | 13.06 | |
| Us Foods Hldg Corp call (USFD) | 0.9 | $37M | 396k | 92.21 | |
| Performance Food (PFGC) | 0.8 | $33M | 387k | 85.66 | |
| Replimune Group (REPL) | 0.8 | $32M | 4.2M | 7.65 | |
| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.8 | $32M | 9.0M | 3.55 | |
| Aura Biosciences (AURA) | 0.7 | $29M | 4.4M | 6.69 | |
| UnitedHealth (UNH) | 0.7 | $27M | 101k | 270.59 | |
| Prokidney Corp Shs Cl A (PROK) | 0.6 | $22M | 12M | 1.79 | |
| Life Time Group Holdings Common Stock (LTH) | 0.4 | $14M | 510k | 26.94 | |
| Aadi Bioscience (WHWK) | 0.3 | $13M | 3.7M | 3.45 | |
| Abeona Therapeutics Com New (ABEO) | 0.3 | $12M | 2.7M | 4.48 | |
| Wingstop (WING) | 0.2 | $9.2M | 60k | 154.97 | |
| Molecular Partners Ads (MOLN) | 0.2 | $8.8M | 2.2M | 3.97 | |
| Boston Scientific Corporation (BSX) | 0.2 | $7.8M | 124k | 62.75 | |
| Lexeo Therapeutics (LXEO) | 0.2 | $7.2M | 1.3M | 5.74 | |
| Coherent Corp (COHR) | 0.2 | $7.1M | 30k | 238.21 | |
| Inflarx Nv (IFRX) | 0.2 | $7.1M | 7.9M | 0.89 | |
| Danaher Corporation (DHR) | 0.2 | $6.9M | 36k | 189.60 | |
| Abbott Laboratories (ABT) | 0.2 | $6.9M | 67k | 102.67 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $6.6M | 13k | 491.53 | |
| Medtronic SHS (MDT) | 0.2 | $6.3M | 72k | 86.65 | |
| Johnson & Johnson (JNJ) | 0.1 | $5.7M | 23k | 244.44 | |
| Kezar Life Sciences Com New (KZR) | 0.1 | $5.3M | 717k | 7.42 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $5.2M | 11k | 460.99 | |
| Anteris Technologies Global (AVR) | 0.1 | $4.7M | 850k | 5.55 | |
| AmerisourceBergen (COR) | 0.1 | $3.9M | 13k | 314.14 | |
| Satellos Bioscience | 0.1 | $2.7M | 475k | 5.63 | |
| Mettler-Toledo International (MTD) | 0.1 | $2.5M | 2.0k | 1261.20 | |
| Natera (NTRA) | 0.1 | $2.0M | 10k | 199.99 | |
| Dex (DXCM) | 0.1 | $2.0M | 32k | 62.80 | |
| Stryker Corporation (SYK) | 0.0 | $1.9M | 5.9k | 328.59 | |
| Tesla Motors (TSLA) | 0.0 | $1.9M | 5.2k | 371.75 | |
| Talen Energy Corp (TLN) | 0.0 | $1.9M | 6.0k | 319.23 | |
| Medline Com Cl A (MDLN) | 0.0 | $1.9M | 43k | 44.50 | |
| Microsoft Corporation (MSFT) | 0.0 | $1.8M | 5.0k | 370.17 | |
| McKesson Corporation (MCK) | 0.0 | $1.6M | 1.8k | 865.36 | |
| Hca Holdings (HCA) | 0.0 | $1.5M | 3.2k | 473.24 | |
| Edwards Lifesciences (EW) | 0.0 | $1.5M | 19k | 80.08 | |
| Iqvia Holdings (IQV) | 0.0 | $1.2M | 7.2k | 170.54 | |
| W.W. Grainger (GWW) | 0.0 | $1.1M | 1.0k | 1090.81 | |
| Sensei Biotherapeutics Com New (SNSE) | 0.0 | $1.1M | 35k | 31.52 | |
| Waters Corporation (WAT) | 0.0 | $960k | 3.2k | 297.80 | |
| Vistra Energy (VST) | 0.0 | $902k | 6.0k | 150.33 | |
| Ionis Pharmaceuticals (IONS) | 0.0 | $811k | 11k | 75.09 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $569k | 5.0k | 113.98 | |
| ResMed (RMD) | 0.0 | $537k | 2.4k | 224.48 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $533k | 1.1k | 484.91 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $484k | 5.5k | 88.42 | |
| Roblox Corp Cl A (RBLX) | 0.0 | $476k | 8.4k | 56.56 | |
| Sarepta Therapeutics (SRPT) | 0.0 | $389k | 18k | 21.76 | |
| Steris Shs Usd (STE) | 0.0 | $338k | 1.5k | 221.13 | |
| Miragen Therapeutics (VRDN) | 0.0 | $327k | 17k | 19.56 | |
| Zimmer Holdings (ZBH) | 0.0 | $295k | 3.3k | 90.42 |
