13F HOLDINGS REPORT
SUVRETTA CAPITAL MANAGEMENT, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002306
Total Value
$2.69B
Positions
100
Other Managers
0
Confidential Omitted
No
Holdings (100)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 400,000 | $223.8M | 8.30% |
| 2 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 11,422,978 | $178.7M | 6.63% |
| 3 | BIOHAVEN LTD | BHVN | 5,620,271 | $135.1M | 5.01% |
| 4 | BENITEC BIOPHARMA INC | BNTC | 9,876,506 | $128.5M | 4.77% |
| 5 | LEGEND BIOTECH CORP | LEGN | 3,749,965 | $127.2M | 4.72% |
| 6 | INSMED INC | INSM | 1,492,383 | $113.9M | 4.22% |
| 7 | 89BIO INC | 282559103 | 14,335,244 | $104.2M | 3.87% |
| 8 | META PLATFORMS INC | META | 179,664 | $103.6M | 3.84% |
| 9 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 700,904 | $92.5M | 3.43% |
| 10 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 2,024,500 | $73.3M | 2.72% |
| 11 | MICROSOFT CORP | MSFT | 180,125 | $67.6M | 2.51% |
| 12 | AMAZON COM INC | AMZN | 354,356 | $67.4M | 2.50% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 350,514 | $58.2M | 2.16% |
| 14 | KALVISTA PHARMACEUTICALS INC | KALV | 4,913,012 | $56.7M | 2.10% |
| 15 | APOLLO GLOBAL MGMT INC | 03769M106 | 396,540 | $54.3M | 2.02% |
| 16 | KURA ONCOLOGY INC | KURA | 7,439,259 | $49.1M | 1.82% |
| 17 | CAPITAL ONE FINL CORP | 14040H105 | 245,222 | $44.0M | 1.63% |
| 18 | ARRIVENT BIOPHARMA INC | AVBP | 2,337,496 | $43.2M | 1.60% |
| 19 | ADVANCED MICRO DEVICES INC | AMD | 404,008 | $41.5M | 1.54% |
| 20 | IMMATICS N.V | IMTX | 9,135,029 | $41.2M | 1.53% |
| 21 | GE AEROSPACE | 369604301 | 200,662 | $40.2M | 1.49% |
| 22 | NVIDIA CORPORATION | NVDA | 352,765 | $38.2M | 1.42% |
| 23 | EYEPOINT PHARMACEUTICALS INC | EYPT | 6,804,091 | $36.9M | 1.37% |
| 24 | APELLIS PHARMACEUTICALS INC | APLS | 1,646,615 | $36.0M | 1.34% |
| 25 | HOME DEPOT INC | HD | 97,571 | $35.8M | 1.33% |
| 26 | ORACLE CORP | ORCL-PD | 226,318 | $31.6M | 1.17% |
| 27 | TESLA INC | TSLA | 122,016 | $31.6M | 1.17% |
| 28 | BANK AMERICA CORP | 060505104 | 753,913 | $31.5M | 1.17% |
| 29 | COCA COLA CO | KO | 415,720 | $29.8M | 1.10% |
| 30 | CHIPOTLE MEXICAN GRILL INC | CMG | 539,540 | $27.1M | 1.01% |
| 31 | MINERALYS THERAPEUTICS INC | MLYS | 1,667,759 | $26.5M | 0.98% |
| 32 | BOSTON SCIENTIFIC CORP | BSX | 262,099 | $26.4M | 0.98% |
| 33 | UNITED AIRLS HLDGS INC | UNTCW | 366,375 | $25.3M | 0.94% |
| 34 | ROCKET PHARMACEUTICALS INC | RCKTW | 3,502,000 | $23.4M | 0.87% |
| 35 | FERGUSON ENTERPRISES INC | FERG | 129,924 | $20.8M | 0.77% |
| 36 | SNOWFLAKE INC | SNOW | 137,886 | $20.2M | 0.75% |
| 37 | ARCUS BIOSCIENCES INC | RCUS | 2,560,904 | $20.1M | 0.75% |
| 38 | PALVELLA THERAPEUTICS INC NE | PVLA | 714,463 | $20.0M | 0.74% |
| 39 | DATADOG INC | DDOG | 183,231 | $18.2M | 0.67% |
| 40 | JOHNSON & JOHNSON | JNJ | 109,386 | $18.1M | 0.67% |
| 41 | ABEONA THERAPEUTICS INC | ABEO | 3,685,503 | $17.5M | 0.65% |
| 42 | ERASCA INC | ERAS | 12,315,004 | $16.9M | 0.63% |
| 43 | BIOGEN INC | BIIB | 120,736 | $16.5M | 0.61% |
| 44 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 652,493 | $16.3M | 0.61% |
| 45 | AURA BIOSCIENCES INC | AURA | 2,731,886 | $16.0M | 0.59% |
| 46 | UNITEDHEALTH GROUP INC | UNH | 29,900 | $15.7M | 0.58% |
| 47 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 72,400 | $15.0M | 0.56% |
| 48 | MODERNA INC | MRNA | 517,163 | $14.7M | 0.54% |
| 49 | FULCRUM THERAPEUTICS INC | FULC | 5,067,394 | $14.6M | 0.54% |
| 50 | GOLDMAN SACHS GROUP INC | GSCE | 25,538 | $14.0M | 0.52% |
| 51 | ROBLOX CORP | RBLX | 227,710 | $13.3M | 0.49% |
| 52 | MERCK & CO INC | MRK | 144,100 | $12.9M | 0.48% |
| 53 | CONTINEUM THERAPEUTICS INC | CTNM | 1,720,000 | $12.0M | 0.45% |
| 54 | PROKIDNEY CORP | PROK | 12,341,266 | $10.8M | 0.40% |
| 55 | MOLECULAR PARTNERS AG | MOLN | 2,221,494 | $8.6M | 0.32% |
| 56 | ABBOTT LABS | ABLZF | 58,820 | $7.8M | 0.29% |
| 57 | MONTE ROSA THERAPEUTICS INC | GLUE | 1,563,798 | $7.3M | 0.27% |
| 58 | UNITY SOFTWARE INC | U | 339,560 | $6.7M | 0.25% |
| 59 | INFLARX NV | IFRX | 6,483,910 | $6.6M | 0.25% |
| 60 | WHITEHAWK THERAPEUTICS INC | WHWK | 3,700,000 | $6.6M | 0.24% |
| 61 | ZURA BIO LTD | ZURA | 4,860,939 | $6.3M | 0.23% |
| 62 | BIOAGE LABS INC | BIOA | 1,452,336 | $5.5M | 0.20% |
| 63 | SUTRO BIOPHARMA INC | STRO | 7,462,495 | $4.9M | 0.18% |
| 64 | SANOFI | SNYNF | 83,701 | $4.6M | 0.17% |
| 65 | EXACT SCIENCES CORP | 30063P105 | 94,100 | $4.1M | 0.15% |
| 66 | DISC MEDICINE INC | IRON | 80,000 | $4.0M | 0.15% |
| 67 | THERMO FISHER SCIENTIFIC INC | TMO | 7,900 | $3.9M | 0.15% |
| 68 | KEZAR LIFE SCIENCES INC | KZR | 716,759 | $3.5M | 0.13% |
| 69 | CENCORA INC | COR | 12,488 | $3.5M | 0.13% |
| 70 | DANAHER CORPORATION | 235851102 | 13,600 | $2.8M | 0.10% |
| 71 | ELANCO ANIMAL HEALTH INC | ELAN | 253,600 | $2.7M | 0.10% |
| 72 | INTUITIVE SURGICAL INC | ISRG | 5,200 | $2.6M | 0.10% |
| 73 | ALNYLAM PHARMACEUTICALS INC | ALNY | 9,370 | $2.5M | 0.09% |
| 74 | AARDVARK THERAPEUTICS INC | AARD | 312,500 | $2.3M | 0.09% |
| 75 | PEPGEN INC | PEPG | 1,660,932 | $2.3M | 0.09% |
| 76 | METTLER TOLEDO INTERNATIONAL | MTD | 1,964 | $2.3M | 0.09% |
| 77 | MEDTRONIC PLC | MDT | 25,060 | $2.3M | 0.08% |
| 78 | STRYKER CORPORATION | SYK | 5,860 | $2.2M | 0.08% |
| 79 | DEXCOM INC | DXCM | 31,680 | $2.2M | 0.08% |
| 80 | TREVI THERAPEUTICS INC | TRVI | 340,164 | $2.1M | 0.08% |
| 81 | NATERA INC | NTRA | 10,100 | $1.4M | 0.05% |
| 82 | ORIC PHARMACEUTICALS INC | ORIC | 255,000 | $1.4M | 0.05% |
| 83 | IQVIA HLDGS INC | IQV | 7,175 | $1.3M | 0.05% |
| 84 | CRH PLC | CRH | 14,050 | $1.2M | 0.05% |
| 85 | MCKESSON CORP | MCK | 1,830 | $1.2M | 0.05% |
| 86 | ELEVANCE HEALTH INC | ELV | 2,740 | $1.2M | 0.04% |
| 87 | AVANTOR INC | AVTR | 71,850 | $1.2M | 0.04% |
| 88 | WATERS CORP | 941848103 | 3,150 | $1.2M | 0.04% |
| 89 | SAREPTA THERAPEUTICS INC | SRPT | 17,888 | $1.1M | 0.04% |
| 90 | HCA HEALTHCARE INC | HCA | 3,190 | $1.1M | 0.04% |
| 91 | GALAPAGOS NV | GLPGF | 37,111 | $932,228 | 0.03% |
| 92 | EDWARDS LIFESCIENCES CORP | EW | 11,100 | $804,528 | 0.03% |
| 93 | AGILENT TECHNOLOGIES INC | A | 4,990 | $583,730 | 0.02% |
| 94 | RESMED INC | RSMDF | 2,390 | $535,002 | 0.02% |
| 95 | VERALTO CORP | VLTO | 5,475 | $533,539 | 0.02% |
| 96 | ZIMMER BIOMET HOLDINGS INC | ZBH | 3,260 | $368,967 | 0.01% |
| 97 | STERIS PLC | STE | 1,530 | $346,775 | 0.01% |
| 98 | IONIS PHARMACEUTICALS INC | IONS | 10,800 | $325,836 | 0.01% |
| 99 | BAXTER INTL INC | 071813109 | 7,970 | $272,813 | 0.01% |
| 100 | PACS GROUP INC | PACS | 20,000 | $224,800 | 0.01% |