13F HOLDINGS REPORT
SUVRETTA CAPITAL MANAGEMENT, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003289
Total Value
$3.32B
Positions
98
Other Managers
0
Confidential Omitted
No
Holdings (98)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 700,000 | $432.5M | 13.04% |
| 2 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 11,535,582 | $161.7M | 4.88% |
| 3 | ISHARES TR | 464287655 | 702,500 | $151.6M | 4.57% |
| 4 | 89BIO INC | 282559103 | 14,210,000 | $139.5M | 4.21% |
| 5 | LEGEND BIOTECH CORP | LEGN | 3,774,009 | $133.9M | 4.04% |
| 6 | META PLATFORMS INC | META | 169,845 | $125.4M | 3.78% |
| 7 | BENITEC BIOPHARMA INC | BNTC | 9,876,506 | $115.6M | 3.48% |
| 8 | COCA COLA CO | KO | 1,233,230 | $87.3M | 2.63% |
| 9 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 2,278,000 | $82.8M | 2.50% |
| 10 | GE AEROSPACE | 369604301 | 310,262 | $79.9M | 2.41% |
| 11 | BIOHAVEN LTD | BHVN | 5,620,271 | $79.3M | 2.39% |
| 12 | NVIDIA CORPORATION | NVDA | 500,000 | $79.0M | 2.38% |
| 13 | NVIDIA CORPORATION | NVDA | 499,562 | $78.9M | 2.38% |
| 14 | ARRIVENT BIOPHARMA INC | AVBP | 3,412,788 | $74.3M | 2.24% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 300,401 | $68.0M | 2.05% |
| 16 | IMMATICS N.V | IMTX | 12,030,129 | $64.7M | 1.95% |
| 17 | EYEPOINT PHARMACEUTICALS INC | EYPT | 6,804,091 | $64.0M | 1.93% |
| 18 | APOLLO GLOBAL MGMT INC | 03769M106 | 428,460 | $60.8M | 1.83% |
| 19 | ADVANCED MICRO DEVICES INC | AMD | 398,799 | $56.6M | 1.71% |
| 20 | AMAZON COM INC | AMZN | 257,625 | $56.5M | 1.70% |
| 21 | KALVISTA PHARMACEUTICALS INC | KALV | 4,955,000 | $56.0M | 1.69% |
| 22 | DICKS SPORTING GOODS INC | 253393102 | 260,465 | $51.5M | 1.55% |
| 23 | ORACLE CORP | ORCL-PD | 230,728 | $50.4M | 1.52% |
| 24 | APELLIS PHARMACEUTICALS INC | APLS | 2,878,000 | $49.8M | 1.50% |
| 25 | MICROSOFT CORP | MSFT | 98,828 | $49.2M | 1.48% |
| 26 | HOME DEPOT INC | HD | 130,721 | $47.9M | 1.44% |
| 27 | KURA ONCOLOGY INC | KURA | 8,116,000 | $46.8M | 1.41% |
| 28 | BANK AMERICA CORP | 060505104 | 927,190 | $43.9M | 1.32% |
| 29 | CAPITAL ONE FINL CORP | 14040H105 | 194,160 | $41.3M | 1.25% |
| 30 | FERGUSON ENTERPRISES INC | FERG | 189,660 | $41.3M | 1.24% |
| 31 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 532,280 | $39.4M | 1.19% |
| 32 | BOSTON SCIENTIFIC CORP | BSX | 353,561 | $38.0M | 1.14% |
| 33 | FULCRUM THERAPEUTICS INC | FULC | 5,082,900 | $35.0M | 1.05% |
| 34 | DANAHER CORPORATION | 235851102 | 174,700 | $34.5M | 1.04% |
| 35 | ARCUS BIOSCIENCES INC | RCUS | 3,688,858 | $30.0M | 0.91% |
| 36 | TESLA INC | TSLA | 92,357 | $29.3M | 0.88% |
| 37 | AURA BIOSCIENCES INC | AURA | 4,372,884 | $27.4M | 0.83% |
| 38 | INSMED INC | INSM | 238,783 | $24.0M | 0.72% |
| 39 | DATADOG INC | DDOG | 178,832 | $24.0M | 0.72% |
| 40 | MINERALYS THERAPEUTICS INC | MLYS | 1,744,492 | $23.6M | 0.71% |
| 41 | UNITEDHEALTH GROUP INC | UNH | 68,000 | $21.2M | 0.64% |
| 42 | JOHNSON & JOHNSON | JNJ | 132,786 | $20.3M | 0.61% |
| 43 | BIOGEN INC | BIIB | 151,890 | $19.1M | 0.58% |
| 44 | COMPASS THERAPEUTICS INC | CMPX | 7,149,493 | $18.6M | 0.56% |
| 45 | ERASCA INC | ERAS | 14,502,004 | $18.4M | 0.56% |
| 46 | MERCK & CO INC | MRK | 219,178 | $17.4M | 0.52% |
| 47 | GOLDMAN SACHS GROUP INC | GSCE | 24,108 | $17.1M | 0.51% |
| 48 | PALVELLA THERAPEUTICS INC NE | PVLA | 714,463 | $16.1M | 0.49% |
| 49 | PINTEREST INC | PINS | 430,025 | $15.4M | 0.46% |
| 50 | ABEONA THERAPEUTICS INC | ABEO | 2,676,000 | $15.2M | 0.46% |
| 51 | MONTE ROSA THERAPEUTICS INC | GLUE | 3,360,000 | $15.2M | 0.46% |
| 52 | MODERNA INC | MRNA | 517,163 | $14.3M | 0.43% |
| 53 | KYMERA THERAPEUTICS INC | KYMR | 275,000 | $12.0M | 0.36% |
| 54 | ROCKET PHARMACEUTICALS INC | RCKTW | 4,143,333 | $10.2M | 0.31% |
| 55 | MOLECULAR PARTNERS AG | MOLN | 2,221,494 | $8.5M | 0.26% |
| 56 | TAYSHA GENE THERAPIES INC | TSHA | 3,217,449 | $7.4M | 0.22% |
| 57 | PROKIDNEY CORP | PROK | 12,341,266 | $7.3M | 0.22% |
| 58 | WHITEHAWK THERAPEUTICS INC | WHWK | 3,700,000 | $6.9M | 0.21% |
| 59 | CONTINEUM THERAPEUTICS INC | CTNM | 1,720,000 | $6.8M | 0.21% |
| 60 | ABBOTT LABS | ABLZF | 40,520 | $5.5M | 0.17% |
| 61 | INFLARX NV | IFRX | 6,483,910 | $5.1M | 0.15% |
| 62 | ZURA BIO LTD | ZURA | 4,860,939 | $5.1M | 0.15% |
| 63 | EXACT SCIENCES CORP | 30063P105 | 94,100 | $5.0M | 0.15% |
| 64 | SUTRO BIOPHARMA INC | STRO | 6,488,324 | $4.6M | 0.14% |
| 65 | REGENERON PHARMACEUTICALS | REGN | 8,630 | $4.5M | 0.14% |
| 66 | CENCORA INC | COR | 12,488 | $3.7M | 0.11% |
| 67 | ELANCO ANIMAL HEALTH INC | ELAN | 253,600 | $3.6M | 0.11% |
| 68 | KEZAR LIFE SCIENCES INC | KZR | 716,759 | $3.3M | 0.10% |
| 69 | THERMO FISHER SCIENTIFIC INC | TMO | 7,900 | $3.2M | 0.10% |
| 70 | INTUITIVE SURGICAL INC | ISRG | 5,200 | $2.8M | 0.09% |
| 71 | DEXCOM INC | DXCM | 31,680 | $2.8M | 0.08% |
| 72 | STRYKER CORPORATION | SYK | 5,860 | $2.3M | 0.07% |
| 73 | METTLER TOLEDO INTERNATIONAL | MTD | 1,964 | $2.3M | 0.07% |
| 74 | MEDTRONIC PLC | MDT | 25,060 | $2.2M | 0.07% |
| 75 | NATERA INC | NTRA | 10,100 | $1.7M | 0.05% |
| 76 | MCKESSON CORP | MCK | 1,830 | $1.3M | 0.04% |
| 77 | WINGSTOP INC | WING | 3,961 | $1.3M | 0.04% |
| 78 | HCA HEALTHCARE INC | HCA | 3,190 | $1.2M | 0.04% |
| 79 | IQVIA HLDGS INC | IQV | 7,175 | $1.1M | 0.03% |
| 80 | WATERS CORP | 941848103 | 3,150 | $1.1M | 0.03% |
| 81 | GALAPAGOS NV | GLPGF | 37,111 | $1.0M | 0.03% |
| 82 | AVANTOR INC | AVTR | 71,850 | $967,101 | 0.03% |
| 83 | ONESTREAM INC | OS | 33,080 | $936,164 | 0.03% |
| 84 | EDWARDS LIFESCIENCES CORP | EW | 11,100 | $868,131 | 0.03% |
| 85 | UNITED AIRLS HLDGS INC | UNTCW | 10,401 | $828,232 | 0.02% |
| 86 | CRH PLC | CRH | 8,460 | $776,628 | 0.02% |
| 87 | RESMED INC | RSMDF | 2,390 | $616,620 | 0.02% |
| 88 | AGILENT TECHNOLOGIES INC | A | 4,990 | $588,870 | 0.02% |
| 89 | VERALTO CORP | VLTO | 5,475 | $552,701 | 0.02% |
| 90 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 18,875 | $535,861 | 0.02% |
| 91 | IONIS PHARMACEUTICALS INC | IONS | 10,800 | $426,708 | 0.01% |
| 92 | STERIS PLC | STE | 1,530 | $367,537 | 0.01% |
| 93 | PEPGEN INC | PEPG | 300,000 | $333,000 | 0.01% |
| 94 | SAREPTA THERAPEUTICS INC | SRPT | 17,888 | $305,885 | 0.01% |
| 95 | ZIMMER BIOMET HOLDINGS INC | ZBH | 3,260 | $297,345 | 0.01% |
| 96 | PACS GROUP INC | PACS | 20,000 | $258,400 | 0.01% |
| 97 | BAXTER INTL INC | 071813109 | 7,970 | $241,332 | 0.01% |
| 98 | ALIGN TECHNOLOGY INC | ALGN | 1,100 | $208,263 | 0.01% |