13F HOLDINGS REPORT
SUVRETTA CAPITAL MANAGEMENT, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004838
Total Value
$3.91B
Positions
93
Other Managers
0
Confidential Omitted
No
Holdings (93)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 800,000 | $532.9M | 13.64% |
| 2 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 10,478,000 | $197.5M | 5.06% |
| 3 | BENITEC BIOPHARMA INC | BNTC | 9,876,506 | $138.6M | 3.55% |
| 4 | META PLATFORMS INC | META | 170,973 | $125.6M | 3.21% |
| 5 | LEGEND BIOTECH CORP | LEGN | 3,818,009 | $124.5M | 3.19% |
| 6 | 89BIO INC | 282559103 | 8,280,000 | $121.7M | 3.12% |
| 7 | IMMATICS N.V | IMTX | 12,030,129 | $102.5M | 2.62% |
| 8 | COCA COLA CO | KO | 1,455,080 | $96.5M | 2.47% |
| 9 | GE AEROSPACE | 369604301 | 310,262 | $93.3M | 2.39% |
| 10 | NVIDIA CORPORATION | NVDA | 483,535 | $90.2M | 2.31% |
| 11 | EYEPOINT PHARMACEUTICALS INC | EYPT | 6,192,715 | $88.2M | 2.26% |
| 12 | BIOHAVEN LTD | BHVN | 5,620,271 | $84.4M | 2.16% |
| 13 | MINERALYS THERAPEUTICS INC | MLYS | 2,132,133 | $80.9M | 2.07% |
| 14 | HOME DEPOT INC | HD | 197,311 | $79.9M | 2.05% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 277,201 | $77.4M | 1.98% |
| 16 | KURA ONCOLOGY INC | KURA | 8,116,000 | $71.8M | 1.84% |
| 17 | FERGUSON ENTERPRISES INC | FERG | 306,260 | $68.8M | 1.76% |
| 18 | ARRIVENT BIOPHARMA INC | AVBP | 3,703,452 | $68.3M | 1.75% |
| 19 | APELLIS PHARMACEUTICALS INC | APLS | 2,878,000 | $65.1M | 1.67% |
| 20 | ADVANCED MICRO DEVICES INC | AMD | 398,799 | $64.5M | 1.65% |
| 21 | ORACLE CORP | ORCL-PD | 226,318 | $63.6M | 1.63% |
| 22 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 2,019,000 | $60.7M | 1.55% |
| 23 | BANK AMERICA CORP | 060505104 | 1,160,330 | $59.9M | 1.53% |
| 24 | KALVISTA PHARMACEUTICALS INC | KALV | 4,768,712 | $58.1M | 1.49% |
| 25 | APOLLO GLOBAL MGMT INC | 03769M106 | 431,260 | $57.5M | 1.47% |
| 26 | MICROSOFT CORP | MSFT | 109,455 | $56.7M | 1.45% |
| 27 | PALVELLA THERAPEUTICS INC NE | PVLA | 822,400 | $51.6M | 1.32% |
| 28 | CAPITAL ONE FINL CORP | 14040H105 | 238,770 | $50.8M | 1.30% |
| 29 | DANAHER CORPORATION | 235851102 | 255,800 | $50.7M | 1.30% |
| 30 | ARCUS BIOSCIENCES INC | RCUS | 3,688,858 | $50.2M | 1.28% |
| 31 | SPDR SERIES TRUST | 78464A870 | 500,000 | $50.1M | 1.28% |
| 32 | FULCRUM THERAPEUTICS INC | FULC | 5,381,000 | $49.5M | 1.27% |
| 33 | COMPASS THERAPEUTICS INC | CMPX | 14,101,159 | $49.4M | 1.26% |
| 34 | AMAZON COM INC | AMZN | 218,547 | $48.0M | 1.23% |
| 35 | TESLA INC | TSLA | 91,252 | $40.6M | 1.04% |
| 36 | KEURIG DR PEPPER INC | KDP | 1,570,000 | $40.1M | 1.03% |
| 37 | BOSTON SCIENTIFIC CORP | BSX | 353,561 | $34.5M | 0.88% |
| 38 | ADVISORSHARES TR | 00768Y453 | 7,167,000 | $34.3M | 0.88% |
| 39 | UNITEDHEALTH GROUP INC | UNH | 96,220 | $33.2M | 0.85% |
| 40 | AVIDITY BIOSCIENCES INC | 05370A108 | 750,000 | $32.7M | 0.84% |
| 41 | ERASCA INC | ERAS | 14,502,004 | $31.6M | 0.81% |
| 42 | INSMED INC | INSM | 217,783 | $31.4M | 0.80% |
| 43 | PROKIDNEY CORP | PROK | 12,341,266 | $29.9M | 0.76% |
| 44 | SALESFORCE INC | CRM | 125,250 | $29.7M | 0.76% |
| 45 | DICKS SPORTING GOODS INC | 253393102 | 128,290 | $28.5M | 0.73% |
| 46 | AURA BIOSCIENCES INC | AURA | 4,372,884 | $27.0M | 0.69% |
| 47 | KEURIG DR PEPPER INC | KDP | 1,000,000 | $25.5M | 0.65% |
| 48 | MONTE ROSA THERAPEUTICS INC | GLUE | 3,360,000 | $24.9M | 0.64% |
| 49 | JOHNSON & JOHNSON | JNJ | 132,786 | $24.6M | 0.63% |
| 50 | ZURA BIO LTD | ZURA | 5,472,891 | $23.7M | 0.61% |
| 51 | BIOGEN INC | BIIB | 168,190 | $23.6M | 0.60% |
| 52 | MARVELL TECHNOLOGY INC | MRVL | 272,300 | $22.9M | 0.59% |
| 53 | SERVICENOW INC | NOW | 22,000 | $20.2M | 0.52% |
| 54 | CONTINEUM THERAPEUTICS INC | CTNM | 1,720,000 | $20.2M | 0.52% |
| 55 | SNOWFLAKE INC | SNOW | 89,200 | $20.1M | 0.51% |
| 56 | GOLDMAN SACHS GROUP INC | GSCE | 24,108 | $19.2M | 0.49% |
| 57 | MERCK & CO INC | MRK | 219,178 | $18.4M | 0.47% |
| 58 | PINTEREST INC | PINS | 497,185 | $16.0M | 0.41% |
| 59 | ABEONA THERAPEUTICS INC | ABEO | 2,676,000 | $14.1M | 0.36% |
| 60 | ROCKET PHARMACEUTICALS INC | RCKTW | 3,843,333 | $12.5M | 0.32% |
| 61 | REGENERON PHARMACEUTICALS | REGN | 17,730 | $10.0M | 0.26% |
| 62 | INFLARX NV | IFRX | 6,483,910 | $8.7M | 0.22% |
| 63 | MOLECULAR PARTNERS AG | MOLN | 2,221,494 | $8.2M | 0.21% |
| 64 | WHITEHAWK THERAPEUTICS INC | WHWK | 3,700,000 | $7.0M | 0.18% |
| 65 | ABBOTT LABS | ABLZF | 51,020 | $6.8M | 0.17% |
| 66 | THERMO FISHER SCIENTIFIC INC | TMO | 13,400 | $6.5M | 0.17% |
| 67 | SUTRO BIOPHARMA INC | STRO | 6,488,324 | $5.6M | 0.14% |
| 68 | EXACT SCIENCES CORP | 30063P105 | 94,100 | $5.1M | 0.13% |
| 69 | ELANCO ANIMAL HEALTH INC | ELAN | 253,600 | $5.1M | 0.13% |
| 70 | CENCORA INC | COR | 12,488 | $3.9M | 0.10% |
| 71 | UNITED THERAPEUTICS CORP DEL | UTHR | 7,500 | $3.1M | 0.08% |
| 72 | KEZAR LIFE SCIENCES INC | KZR | 716,759 | $2.8M | 0.07% |
| 73 | METTLER TOLEDO INTERNATIONAL | MTD | 1,964 | $2.4M | 0.06% |
| 74 | MEDTRONIC PLC | MDT | 25,060 | $2.4M | 0.06% |
| 75 | INTUITIVE SURGICAL INC | ISRG | 5,200 | $2.3M | 0.06% |
| 76 | STRYKER CORPORATION | SYK | 5,860 | $2.2M | 0.06% |
| 77 | DEXCOM INC | DXCM | 31,680 | $2.1M | 0.05% |
| 78 | NATERA INC | NTRA | 10,100 | $1.6M | 0.04% |
| 79 | MCKESSON CORP | MCK | 1,830 | $1.4M | 0.04% |
| 80 | IQVIA HLDGS INC | IQV | 7,175 | $1.4M | 0.03% |
| 81 | HCA HEALTHCARE INC | HCA | 3,190 | $1.4M | 0.03% |
| 82 | GALAPAGOS NV | GLPGF | 37,111 | $1.3M | 0.03% |
| 83 | WATERS CORP | 941848103 | 3,150 | $944,402 | 0.02% |
| 84 | AVANTOR INC | AVTR | 71,850 | $896,688 | 0.02% |
| 85 | EDWARDS LIFESCIENCES CORP | EW | 11,100 | $863,247 | 0.02% |
| 86 | IONIS PHARMACEUTICALS INC | IONS | 10,800 | $706,536 | 0.02% |
| 87 | RESMED INC | RSMDF | 2,390 | $654,215 | 0.02% |
| 88 | AGILENT TECHNOLOGIES INC | A | 4,990 | $640,467 | 0.02% |
| 89 | VERALTO CORP | VLTO | 5,475 | $583,690 | 0.01% |
| 90 | STERIS PLC | STE | 1,530 | $378,583 | 0.01% |
| 91 | SAREPTA THERAPEUTICS INC | SRPT | 17,888 | $344,702 | 0.01% |
| 92 | ZIMMER BIOMET HOLDINGS INC | ZBH | 3,260 | $321,110 | 0.01% |
| 93 | PACS GROUP INC | PACS | 20,000 | $274,600 | 0.01% |