13F HOLDINGS REPORT
SUVRETTA CAPITAL MANAGEMENT, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001039
Total Value
$2.93B
Positions
96
Other Managers
0
Confidential Omitted
No
Holdings (96)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BIOHAVEN LTD | BHVN | 5,620,271 | $209.9M | 7.15% |
| 2 | SPDR S&P 500 ETF TR | SPY | 350,000 | $205.1M | 6.99% |
| 3 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 11,399,138 | $158.8M | 5.41% |
| 4 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 1,439,026 | $120.2M | 4.10% |
| 5 | LEGEND BIOTECH CORP | LEGN | 3,496,234 | $113.8M | 3.88% |
| 6 | BENITEC BIOPHARMA INC | BNTC | 8,960,009 | $113.2M | 3.86% |
| 7 | INSMED INC | INSM | 1,611,561 | $111.3M | 3.79% |
| 8 | META PLATFORMS INC | META | 170,338 | $99.7M | 3.40% |
| 9 | 89BIO INC | 282559103 | 10,202,696 | $79.8M | 2.72% |
| 10 | AMAZON COM INC | AMZN | 351,281 | $77.1M | 2.63% |
| 11 | APOLLO GLOBAL MGMT INC | 03769M106 | 464,140 | $76.7M | 2.61% |
| 12 | COCA COLA CO | KO | 1,137,853 | $70.8M | 2.41% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 345,912 | $68.3M | 2.33% |
| 14 | TESLA INC | TSLA | 163,630 | $66.1M | 2.25% |
| 15 | ARRIVENT BIOPHARMA INC | AVBP | 2,246,000 | $59.8M | 2.04% |
| 16 | EYEPOINT PHARMACEUTICALS INC | EYPT | 6,783,091 | $50.5M | 1.72% |
| 17 | MICROSOFT CORP | MSFT | 118,397 | $49.9M | 1.70% |
| 18 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 1,151,314 | $48.4M | 1.65% |
| 19 | STARBUCKS CORP | SBUX | 514,922 | $47.0M | 1.60% |
| 20 | CAPITAL ONE FINL CORP | 14040H105 | 251,642 | $44.9M | 1.53% |
| 21 | KURA ONCOLOGY INC | KURA | 5,076,448 | $44.2M | 1.51% |
| 22 | FERGUSON ENTERPRISES INC | FERG | 245,530 | $42.6M | 1.45% |
| 23 | GOLDMAN SACHS GROUP INC | GSCE | 74,198 | $42.5M | 1.45% |
| 24 | KALVISTA PHARMACEUTICALS INC | KALV | 4,913,012 | $41.6M | 1.42% |
| 25 | ADVANCED MICRO DEVICES INC | AMD | 337,415 | $40.8M | 1.39% |
| 26 | CRH PLC | CRH | 436,394 | $40.4M | 1.38% |
| 27 | UNITEDHEALTH GROUP INC | UNH | 75,198 | $38.0M | 1.30% |
| 28 | ORACLE CORP | ORCL-PD | 226,318 | $37.7M | 1.29% |
| 29 | IMMATICS N.V | IMTX | 5,065,277 | $36.0M | 1.23% |
| 30 | BOSTON SCIENTIFIC CORP | BSX | 397,679 | $35.5M | 1.21% |
| 31 | GE AEROSPACE | 369604301 | 200,662 | $33.5M | 1.14% |
| 32 | ROCKET PHARMACEUTICALS INC | RCKTW | 2,566,951 | $32.3M | 1.10% |
| 33 | ERASCA INC | ERAS | 12,315,004 | $30.9M | 1.05% |
| 34 | MCDONALDS CORP | MCD | 103,638 | $30.0M | 1.02% |
| 35 | VERIZON COMMUNICATIONS INC | VZ | 738,414 | $29.5M | 1.01% |
| 36 | TG THERAPEUTICS INC | TGTX | 980,000 | $29.5M | 1.01% |
| 37 | BOEING CO | BA-PA | 155,197 | $27.5M | 0.94% |
| 38 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 772,412 | $25.8M | 0.88% |
| 39 | APELLIS PHARMACEUTICALS INC | APLS | 793,187 | $25.3M | 0.86% |
| 40 | DATADOG INC | DDOG | 176,450 | $25.2M | 0.86% |
| 41 | CONTINEUM THERAPEUTICS INC | CTNM | 1,720,000 | $25.2M | 0.86% |
| 42 | NVIDIA CORPORATION | NVDA | 180,756 | $24.3M | 0.83% |
| 43 | PROKIDNEY CORP | PROK | 12,341,266 | $20.9M | 0.71% |
| 44 | ABEONA THERAPEUTICS INC | ABEO | 3,685,503 | $20.5M | 0.70% |
| 45 | JOHNSON & JOHNSON | JNJ | 139,986 | $20.2M | 0.69% |
| 46 | UNITED AIRLS HLDGS INC | UNTCW | 200,650 | $19.5M | 0.66% |
| 47 | BIOGEN INC | BIIB | 115,436 | $17.7M | 0.60% |
| 48 | DOMINOS PIZZA INC | DPZ | 38,340 | $16.1M | 0.55% |
| 49 | FULCRUM THERAPEUTICS INC | FULC | 3,338,466 | $15.7M | 0.53% |
| 50 | INFLARX NV | IFRX | 5,733,910 | $14.2M | 0.48% |
| 51 | SUTRO BIOPHARMA INC | STRO | 7,462,495 | $13.7M | 0.47% |
| 52 | CROWDSTRIKE HLDGS INC | CRWD | 36,093 | $12.3M | 0.42% |
| 53 | ZURA BIO LTD | ZURA | 4,860,939 | $12.2M | 0.41% |
| 54 | MONTE ROSA THERAPEUTICS INC | GLUE | 1,563,798 | $10.9M | 0.37% |
| 55 | MOLECULAR PARTNERS AG | MOLN | 2,221,494 | $10.5M | 0.36% |
| 56 | DISNEY WALT CO | 254687106 | 94,580 | $10.5M | 0.36% |
| 57 | ARCUS BIOSCIENCES INC | RCUS | 576,156 | $8.6M | 0.29% |
| 58 | PALVELLA THERAPEUTICS INC NE | PVLA | 714,463 | $8.6M | 0.29% |
| 59 | BIOAGE LABS INC | BIOA | 1,452,336 | $8.4M | 0.29% |
| 60 | SCPHARMACEUTICALS INC | 810648105 | 1,840,891 | $6.5M | 0.22% |
| 61 | SANOFI | SNYNF | 131,501 | $6.3M | 0.22% |
| 62 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 75,000 | $5.9M | 0.20% |
| 63 | EXACT SCIENCES CORP | 30063P105 | 94,100 | $5.3M | 0.18% |
| 64 | MERCK & CO INC | MRK | 53,000 | $5.3M | 0.18% |
| 65 | KEZAR LIFE SCIENCES INC | KZR | 716,759 | $4.8M | 0.16% |
| 66 | PEPGEN INC | PEPG | 1,174,321 | $4.5M | 0.15% |
| 67 | THERMO FISHER SCIENTIFIC INC | TMO | 7,900 | $4.1M | 0.14% |
| 68 | ABBOTT LABS | ABLZF | 33,520 | $3.8M | 0.13% |
| 69 | DANAHER CORPORATION | 235851102 | 13,600 | $3.1M | 0.11% |
| 70 | ELANCO ANIMAL HEALTH INC | ELAN | 253,600 | $3.1M | 0.10% |
| 71 | CENCORA INC | COR | 12,488 | $2.8M | 0.10% |
| 72 | INTUITIVE SURGICAL INC | ISRG | 5,200 | $2.7M | 0.09% |
| 73 | DEXCOM INC | DXCM | 31,680 | $2.5M | 0.08% |
| 74 | METTLER TOLEDO INTERNATIONAL | MTD | 1,964 | $2.4M | 0.08% |
| 75 | SAREPTA THERAPEUTICS INC | SRPT | 17,888 | $2.2M | 0.07% |
| 76 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 33,800 | $1.9M | 0.07% |
| 77 | NATERA INC | NTRA | 10,100 | $1.6M | 0.05% |
| 78 | STRYKER CORPORATION | SYK | 4,360 | $1.6M | 0.05% |
| 79 | AVANTOR INC | AVTR | 71,850 | $1.5M | 0.05% |
| 80 | IQVIA HLDGS INC | IQV | 7,175 | $1.4M | 0.05% |
| 81 | MEDTRONIC PLC | MDT | 17,460 | $1.4M | 0.05% |
| 82 | WATERS CORP | 941848103 | 3,150 | $1.2M | 0.04% |
| 83 | MCKESSON CORP | MCK | 1,830 | $1.0M | 0.04% |
| 84 | GALAPAGOS NV | GLPGF | 37,111 | $1.0M | 0.03% |
| 85 | ELEVANCE HEALTH INC | ELV | 2,740 | $1.0M | 0.03% |
| 86 | HCA HEALTHCARE INC | HCA | 3,190 | $957,479 | 0.03% |
| 87 | EDWARDS LIFESCIENCES CORP | EW | 11,100 | $821,733 | 0.03% |
| 88 | AGILENT TECHNOLOGIES INC | A | 4,990 | $670,357 | 0.02% |
| 89 | VERALTO CORP | VLTO | 5,475 | $557,629 | 0.02% |
| 90 | RESMED INC | RSMDF | 2,390 | $546,569 | 0.02% |
| 91 | IONIS PHARMACEUTICALS INC | IONS | 10,800 | $377,568 | 0.01% |
| 92 | ZIMMER BIOMET HOLDINGS INC | ZBH | 3,260 | $344,354 | 0.01% |
| 93 | STERIS PLC | STE | 1,530 | $314,507 | 0.01% |
| 94 | PACS GROUP INC | PACS | 20,000 | $262,200 | 0.01% |
| 95 | BAXTER INTL INC | 071813109 | 7,970 | $232,405 | 0.01% |
| 96 | ALIGN TECHNOLOGY INC | ALGN | 1,100 | $229,361 | 0.01% |