13F HOLDINGS REPORT
SUVRETTA CAPITAL MANAGEMENT, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-001088
Total Value
$4.88B
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 | $545.5M | 11.17% |
| 2 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 11,964,000 | $347.4M | 7.12% |
| 3 | ARK ETF TR | 00214Q302 | 8,342,300 | $241.7M | 4.95% |
| 4 | BENITEC BIOPHARMA INC | BNTC | 11,548,351 | $155.6M | 3.19% |
| 5 | LEGEND BIOTECH CORP | LEGN | 6,608,629 | $143.7M | 2.94% |
| 6 | EYEPOINT INC | EYPT | 7,827,685 | $143.0M | 2.93% |
| 7 | ARCUS BIOSCIENCES INC | RCUS | 5,188,858 | $123.7M | 2.53% |
| 8 | IMMATICS N.V | IMTX | 11,190,129 | $117.5M | 2.41% |
| 9 | BIOHAVEN LTD | BHVN | 10,286,937 | $116.1M | 2.38% |
| 10 | META PLATFORMS INC | META | 169,069 | $111.6M | 2.29% |
| 11 | APELLIS PHARMACEUTICALS INC | APLS | 4,139,426 | $104.0M | 2.13% |
| 12 | NVIDIA CORPORATION | NVDA | 530,900 | $99.0M | 2.03% |
| 13 | COCA COLA CO | KO | 1,382,750 | $96.7M | 1.98% |
| 14 | GE AEROSPACE | 369604301 | 310,262 | $95.6M | 1.96% |
| 15 | AMAZON COM INC | AMZN | 406,146 | $93.7M | 1.92% |
| 16 | PALVELLA THERAPEUTICS INC NE | PVLA | 892,400 | $93.4M | 1.91% |
| 17 | KURA ONCOLOGY INC | KURA | 8,575,422 | $89.1M | 1.83% |
| 18 | BANK AMERICA CORP | 060505104 | 1,517,630 | $83.5M | 1.71% |
| 19 | ADVANCED MICRO DEVICES INC | AMD | 389,576 | $83.4M | 1.71% |
| 20 | HIMS & HERS HEALTH INC | HIMS | 2,559,400 | $83.1M | 1.70% |
| 21 | HOME DEPOT INC | HD | 240,861 | $82.9M | 1.70% |
| 22 | ARRIVENT BIOPHARMA INC | AVBP | 4,106,035 | $82.6M | 1.69% |
| 23 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 271,401 | $82.5M | 1.69% |
| 24 | SYSCO CORP | SYY | 1,083,790 | $79.9M | 1.64% |
| 25 | APOLLO GLOBAL MGMT INC | 03769M106 | 542,890 | $78.6M | 1.61% |
| 26 | MICROSOFT CORP | MSFT | 159,695 | $77.2M | 1.58% |
| 27 | KALVISTA PHARMACEUTICALS INC | KALV | 4,768,712 | $77.0M | 1.58% |
| 28 | COMPASS THERAPEUTICS INC | CMPX | 14,182,379 | $76.2M | 1.56% |
| 29 | FULCRUM THERAPEUTICS INC | FULC | 6,561,111 | $74.2M | 1.52% |
| 30 | SERVICENOW INC | NOW | 389,445 | $59.7M | 1.22% |
| 31 | DANAHER CORPORATION | 235851102 | 244,300 | $55.9M | 1.15% |
| 32 | MINERALYS THERAPEUTICS INC | MLYS | 1,538,662 | $55.8M | 1.14% |
| 33 | ERASCA INC | ERAS | 14,502,004 | $53.9M | 1.11% |
| 34 | SALESFORCE INC | CRM | 199,900 | $53.0M | 1.08% |
| 35 | MONTE ROSA THERAPEUTICS INC | GLUE | 3,360,000 | $52.7M | 1.08% |
| 36 | CAPRICOR THERAPEUTICS INC | CAPR | 1,785,610 | $51.5M | 1.06% |
| 37 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 2,019,000 | $46.4M | 0.95% |
| 38 | ORACLE CORP | ORCL-PD | 226,318 | $44.1M | 0.90% |
| 39 | MGM RESORTS INTERNATIONAL | MGM | 1,202,070 | $43.9M | 0.90% |
| 40 | CAPITAL ONE FINL CORP | 14040H105 | 171,970 | $41.7M | 0.85% |
| 41 | TESLA INC | TSLA | 91,252 | $41.0M | 0.84% |
| 42 | ADVISORSHARES TR | 00768Y453 | 8,669,600 | $40.9M | 0.84% |
| 43 | UNITEDHEALTH GROUP INC | UNH | 111,320 | $36.7M | 0.75% |
| 44 | FERGUSON ENTERPRISES INC | FERG | 159,190 | $35.4M | 0.73% |
| 45 | BOSTON SCIENTIFIC CORP | BSX | 353,561 | $33.7M | 0.69% |
| 46 | CONTINEUM THERAPEUTICS INC | CTNM | 2,841,334 | $32.5M | 0.67% |
| 47 | ZURA BIO LTD | ZURA | 5,567,001 | $29.2M | 0.60% |
| 48 | UNIQURE NV | QURE | 1,216,734 | $29.1M | 0.60% |
| 49 | PROKIDNEY CORP | PROK | 12,341,266 | $27.6M | 0.57% |
| 50 | COHERENT CORP | COHR | 137,930 | $25.5M | 0.52% |
| 51 | CHIPOTLE MEXICAN GRILL INC | CMG | 686,300 | $25.4M | 0.52% |
| 52 | AURA BIOSCIENCES INC | AURA | 4,372,884 | $23.8M | 0.49% |
| 53 | TANGO THERAPEUTICS INC | TNGX | 2,662,227 | $23.6M | 0.48% |
| 54 | BIOGEN INC | BIIB | 132,290 | $23.3M | 0.48% |
| 55 | DICKS SPORTING GOODS INC | 253393102 | 114,300 | $22.6M | 0.46% |
| 56 | GOLDMAN SACHS GROUP INC | GSCE | 24,108 | $21.2M | 0.43% |
| 57 | JOHNSON & JOHNSON | JNJ | 98,786 | $20.4M | 0.42% |
| 58 | INSMED INC | INSM | 109,313 | $19.0M | 0.39% |
| 59 | ABEONA THERAPEUTICS INC | ABEO | 2,676,000 | $14.1M | 0.29% |
| 60 | LEXEO THERAPEUTICS INC | LXEO | 1,250,000 | $12.4M | 0.25% |
| 61 | ROCKET PHARMACEUTICALS INC | RCKTW | 2,992,735 | $10.5M | 0.22% |
| 62 | MOLECULAR PARTNERS AG | MOLN | 2,221,494 | $9.7M | 0.20% |
| 63 | EXACT SCIENCES CORP | 30063P105 | 94,100 | $9.6M | 0.20% |
| 64 | WHITEHAWK THERAPEUTICS INC | WHWK | 3,700,000 | $9.0M | 0.18% |
| 65 | INFLARX NV | IFRX | 7,933,910 | $8.0M | 0.16% |
| 66 | THERMO FISHER SCIENTIFIC INC | TMO | 13,400 | $7.8M | 0.16% |
| 67 | ABBOTT LABS | ABLZF | 51,020 | $6.4M | 0.13% |
| 68 | MODERNA INC | MRNA | 205,593 | $6.1M | 0.12% |
| 69 | KEZAR LIFE SCIENCES INC | KZR | 716,759 | $4.5M | 0.09% |
| 70 | CENCORA INC | COR | 12,488 | $4.2M | 0.09% |
| 71 | UNITED THERAPEUTICS CORP DEL | UTHR | 7,500 | $3.7M | 0.07% |
| 72 | INTUITIVE SURGICAL INC | ISRG | 5,200 | $2.9M | 0.06% |
| 73 | METTLER TOLEDO INTERNATIONAL | MTD | 1,964 | $2.7M | 0.06% |
| 74 | MEDTRONIC PLC | MDT | 25,060 | $2.4M | 0.05% |
| 75 | NATERA INC | NTRA | 10,100 | $2.3M | 0.05% |
| 76 | DEXCOM INC | DXCM | 31,680 | $2.1M | 0.04% |
| 77 | STRYKER CORPORATION | SYK | 5,860 | $2.1M | 0.04% |
| 78 | MEDLINE INC | MDLN | 42,500 | $1.8M | 0.04% |
| 79 | IQVIA HLDGS INC | IQV | 7,175 | $1.6M | 0.03% |
| 80 | MCKESSON CORP | MCK | 1,830 | $1.5M | 0.03% |
| 81 | HCA HEALTHCARE INC | HCA | 3,190 | $1.5M | 0.03% |
| 82 | WATERS CORP | 941848103 | 3,150 | $1.2M | 0.02% |
| 83 | EDWARDS LIFESCIENCES CORP | EW | 11,100 | $946,275 | 0.02% |
| 84 | IONIS PHARMACEUTICALS INC | IONS | 10,800 | $854,388 | 0.02% |
| 85 | AGILENT TECHNOLOGIES INC | A | 4,990 | $678,989 | 0.01% |
| 86 | RESMED INC | RSMDF | 2,390 | $575,679 | 0.01% |
| 87 | VERALTO CORP | VLTO | 5,475 | $546,296 | 0.01% |
| 88 | VIRIDIAN THERAPEUTICS INC | VRDN | 16,700 | $519,704 | 0.01% |
| 89 | STERIS PLC | STE | 1,530 | $387,886 | 0.01% |
| 90 | SAREPTA THERAPEUTICS INC | SRPT | 17,888 | $384,950 | 0.01% |
| 91 | REPLIMUNE GROUP INC | REPL | 36,038 | $350,289 | 0.01% |
| 92 | ZIMMER BIOMET HOLDINGS INC | ZBH | 3,260 | $293,139 | 0.01% |
| 93 | CHARLES RIV LABS INTL INC | 159864107 | 1,010 | $201,475 | 0.00% |