Suvretta Capital Management
Long Only- Manager
- Suvretta Capital Management
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- 13F value
- $4.76B
- Positions
- 95
- CIK
- 0001569064
Weights are % of 13F book — no reported capital figure for this filer.i
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Veradermics IncMANEHISTORY | 10.77% | — | $512.5M | 4,168,970 | — | 8.80% | 13F+13D |
| 2 | Arcutis Biotherapeutics IncARQTHISTORY | 6.85% | +0.9% | $326.1M | 12,437,000 | +110,000 | 9.89% | 13F |
| 3 | Legend Biotech CorpLEGNHISTORY | 4.29% | (6.7%) | $204.2M | 7,070,000 | (511,029) | 1.91% | 13F |
| 4 | Palvella Therapeutics Inc NePVLAHISTORY | 3.65% | (1.6%) | $173.5M | 1,135,406 | (18,090) | 7.88% | 13F |
| 5 | Arrivent Biopharma IncAVBPHISTORY | 3.30% | +2.6% | $156.9M | 4,515,531 | +114,448 | 9.16% | 13F |
| 6 | Benitec Biopharma IncBNTCHISTORY | 3.25% | — | $154.5M | 11,548,351 | — | 33.11% | 13F |
| 7 | Biohaven LTDBHVNHISTORY | 3.22% | — | $153.1M | 10,286,937 | — | 6.81% | 13F |
| 8 | Advanced Micro Devices IncAMDHISTORY | 3.14% | — | $149.4M | 257,240 | — | 0.02% | 13F |
| 9 | Arcus Biosciences IncRCUSHISTORY | 3.09% | (5.1%) | $147.3M | 4,776,423 | (254,570) | 3.75% | 13F |
| 10 | Taiwan Semiconductor ManufacTSMHISTORY | 3.06% | +2.0% | $145.5M | 304,627 | +5,920 | 0.00% | 13F |
| 11 | Nvidia CorporationNVDAHISTORY | 3.03% | +25.4% | $144.2M | 720,609 | +145,953 | 0.00% | 13F |
| 12 | Eyepoint IncEYPTHISTORY | 2.49% | — | $118.6M | 8,296,375 | — | 9.62% | 13F |
| 13 | Sysco CorpSYYHISTORY | 2.48% | +21.8% | $118.0M | 1,411,550 | +252,394 | 0.29% | 13F |
| 14 | GE AerospaceGEHISTORY | 2.44% | — | $116.0M | 310,262 | — | 0.03% | 13F |
| 15 | Immatics N.VIMTXHISTORY | 2.38% | — | $113.4M | 11,190,129 | — | 8.35% | 13F |
| 16 | MGM Resorts InternationalMGMHISTORY | 2.34% | +7.7% | $111.2M | 2,325,360 | +166,560 | 0.92% | 13F |
| 17 | Meta Platforms IncMETAHISTORY | 2.08% | +3.6% | $99.0M | 175,807 | +6,100 | 0.01% | 13F |
| 18 | Capricor Therapeutics IncCAPRHISTORY | 2.07% | +7.2% | $98.6M | 4,092,784 | +274,184 | 6.60% | 13F13G (older) |
| 19 | Kura Oncology IncKURAHISTORY | 1.98% | — | $94.1M | 8,575,422 | — | 9.70% | 13F+13G |
| 20 | Monte Rosa Therapeutics IncGLUEHISTORY | 1.81% | (16.0%) | $85.9M | 3,549,539 | (677,270) | 4.20% | 13F+13G |
| 21 | Avalyn Pharmaceuticals IncAVLNHISTORY | 1.73% | NEW | $82.4M | 2,503,109 | +2,503,109 | 5.60% | 13F13D (older) |
| 22 | Home Depot IncHDHISTORY | 1.68% | +2.0% | $79.7M | 226,053 | +4,463 | 0.02% | 13F |
| 23 | Hut 8 CorpHUTHISTORY | 1.63% | NEW | $77.3M | 670,000 | +670,000 | 0.54% | 13F |
| 24 | Capital One Finl CorpCOFHISTORY | 1.40% | +10.2% | $66.8M | 333,098 | +30,698 | 0.05% | 13F |
| 25 | Vulcan Matls CoVMCHISTORY | 1.33% | +18.4% | $63.4M | 214,978 | +33,384 | — | 13F |
| 26 | Ferguson Enterprises IncFERGHISTORY | 1.23% | +16.5% | $58.6M | 246,758 | +34,858 | 0.13% | 13F |
| 27 | Zura Bio LTDZURAHISTORY | 1.17% | +4.1% | $55.7M | 9,443,001 | +376,000 | 9.90% | 13F13G (older) |
| 28 | Inflarx NVIFRXHISTORY | 1.08% | +189.1% | $51.4M | 22,933,910 | +15,000,000 | 15.60% | 13F+13G |
| 29 | Aura Biosciences IncAURAHISTORY | 1.08% | +64.8% | $51.2M | 7,206,217 | +2,833,333 | 6.95% | 13F |
| 30 | Faeth Therapeutics IncFTHHISTORY | 1.06% | +5,747.1% | $50.5M | 2,020,103 | +1,985,554 | 7.80% | 13F13G (older) |
| 31 | Advisorshares TRMSOSHISTORY | 1.04% | +7.7% | $49.5M | 9,738,524 | +692,324 | — | 13F |
| 32 | Amazon Com IncAMZNHISTORY | 1.03% | (19.3%) | $48.8M | 204,860 | (49,149) | 0.00% | 13F |
| 33 | Replimune Group IncREPLHISTORY | 1.02% | +4.0% | $48.6M | 4,389,836 | +168,000 | 7.90% | 13F+13G |
| 34 | Amphenol CorpAPHHISTORY | 1.00% | NEW | $47.5M | 269,300 | +269,300 | 0.02% | 13F |
| 35 | Spotify Technology S ASPOTHISTORY | 0.98% | +9,154.5% | $46.7M | 101,800 | +100,700 | 0.05% | 13F |
| 36 | Contineum Therapeutics IncCTNMHISTORY | 0.98% | — | $46.6M | 2,841,334 | — | 12.30% | 13F |
| 37 | Apollo Global Mgmt IncAPOHISTORY | 0.95% | (1.1%) | $45.3M | 383,300 | (4,400) | 0.06% | 13F |
| 38 | Bank Of Amer CorpBACHISTORY | 0.95% | (39.0%) | $45.0M | 789,720 | (505,525) | 0.01% | 13F |
| 39 | Roundhill ETF TrustDRAMHISTORY | 0.94% | NEW | $44.5M | 603,000 | +603,000 | — | 13F |
| 40 | Crinetics Pharmaceuticals In22663K107HISTORY | 0.93% | +13.6% | $44.4M | 1,186,279 | +142,400 | — | 13F |
| 41 | Cerebras Systems IncCBRSHISTORY | 0.80% | NEW | $38.0M | 171,900 | +171,900 | 0.16% | 13F |
| 42 | Dicks Sporting Goods IncDKSHISTORY | 0.72% | NEW | $34.3M | 151,320 | +151,320 | 0.17% | 13F |
| 43 | Broadcom IncAVGOHISTORY | 0.66% | NEW | $31.6M | 83,600 | +83,600 | 0.00% | 13F |
| 44 | Compass Therapeutics IncCMPXHISTORY | 0.65% | (1.4%) | $30.9M | 14,101,159 | (206,220) | 7.83% | 13F |
| 45 | Lexeo Therapeutics IncLXEOHISTORY | 0.62% | +410.7% | $29.7M | 6,384,200 | +5,134,200 | 7.70% | 13F13G (older) |
| 46 | Unitedhealth Group IncUNHHISTORY | 0.56% | (36.3%) | $26.7M | 64,130 | (36,500) | 0.01% | 13F |
| 47 | Prokidney CorpPROKHISTORY | 0.53% | — | $25.2M | 12,341,266 | — | 20.05% | 13F |
| 48 | Whitehawk Therapeutics IncWHWKHISTORY | 0.41% | +16.2% | $19.7M | 4,300,000 | +600,000 | 7.54% | 13F |
| 49 | Space Exploration Techn CorpSPCXHISTORY | 0.36% | NEW | $17.3M | 101,200 | +101,200 | 0.00% | 13F |
| 50 | Martin Marietta Matls IncMLMHISTORY | 0.32% | NEW | $15.0M | 26,000 | +26,000 | 0.04% | 13F |
| 51 | Fulcrum Therapeutics IncFULCHISTORY | 0.28% | (43.9%) | $13.5M | 3,680,921 | (2,880,190) | 5.50% | 13F+13G |
| 52 | Planet Fitness Master IssuerPLNTHISTORY | 0.24% | NEW | $11.5M | 219,910 | +219,910 | — | 13F |
| 53 | Bloom Energy CorpBEHISTORY | 0.22% | NEW | $10.2M | 33,800 | +33,800 | — | 13F |
| 54 | Kardigan IncKARDHISTORY | 0.20% | NEW | $9.5M | 400,000 | +400,000 | 0.43% | 13F |
| 55 | CVS Health CorpCVSHISTORY | 0.18% | NEW | $8.7M | 84,500 | +84,500 | 0.01% | 13F |
| 56 | Molecular Partners AGMOLNHISTORY | 0.18% | — | $8.6M | 2,221,494 | — | 5.50% | 13F |
| 57 | Anteris Technologies GlobalAVRHISTORY | 0.18% | — | $8.4M | 850,000 | — | 0.87% | 13F |
| 58 | Dexcom IncDXCMHISTORY | 0.14% | +221.9% | $6.9M | 101,980 | +70,300 | 0.03% | 13F |
| 59 | Thermo Fisher Scientific IncTMOHISTORY | 0.14% | — | $6.7M | 13,400 | — | 0.00% | 13F |
| 60 | Centene Corp DelCNCHISTORY | 0.13% | NEW | $6.4M | 99,100 | +99,100 | 0.02% | 13F |
| 61 | Abbott LaboratoriesABTHISTORY | 0.13% | — | $6.1M | 66,920 | — | — | 13F |
| 62 | Boston Scientific CorpBSXHISTORY | 0.13% | +13.0% | $6.0M | 140,083 | +16,142 | 0.01% | 13F |
| 63 | Intuitive Surgical IncISRGHISTORY | 0.11% | +20.4% | $5.4M | 13,600 | +2,300 | 0.00% | 13F |
| 64 | Danaher Corp DelDHRHISTORY | 0.11% | (26.9%) | $5.1M | 26,600 | (9,780) | 0.00% | 13F |
| 65 | Mineralys Therapeutics IncMLYSHISTORY | 0.10% | (88.7%) | $4.7M | 173,886 | (1,364,776) | 0.20% | 13F |
| 66 | Celldex Therapeutics Inc NewCLDXHISTORY | 0.09% | NEW | $4.5M | 121,297 | +121,297 | 0.15% | 13F |
| 67 | Satellos Bioscience IncMSLEHISTORY | 0.08% | — | $3.7M | 475,000 | — | 3.07% | 13F |
| 68 | Cencora IncCORHISTORY | 0.07% | — | $3.5M | 12,488 | — | 0.01% | 13F |
| 69 | Trulieve Cannabis CorpTRLVHISTORY | 0.07% | NEW | $3.5M | 356,100 | +356,100 | 0.18% | 13F |
| 70 | Abeona Therapeutics IncABEOHISTORY | 0.06% | (81.3%) | $3.1M | 500,000 | (2,176,000) | 0.90% | 13F+13G |
| 71 | Natera IncNTRAHISTORY | 0.06% | — | $2.7M | 10,100 | — | 0.01% | 13F |
| 72 | Johnson & JohnsonJNJHISTORY | 0.04% | (67.1%) | $2.0M | 7,700 | (15,700) | 0.00% | 13F |
| 73 | Lam Research CorpLRCXHISTORY | 0.04% | NEW | $1.9M | 4,302 | +4,302 | 0.00% | 13F |
| 74 | Microsoft CorpMSFTHISTORY | 0.04% | — | $1.9M | 4,970 | — | 0.00% | 13F |
| 75 | Stryker CorporationSYKHISTORY | 0.04% | — | $1.8M | 5,860 | — | 0.00% | 13F |
| 76 | Edwards Lifesciences CorpEWHISTORY | 0.04% | — | $1.7M | 18,700 | — | 0.00% | 13F |
| 77 | Medline IncMDLNHISTORY | 0.04% | — | $1.7M | 42,500 | — | 0.01% | 13F |
| 78 | Performance Food Group CoPFGCHISTORY | 0.03% | (96.2%) | $1.6M | 14,710 | (372,175) | 0.01% | 13F |
| 79 | Snowflake IncSNOWHISTORY | 0.03% | NEW | $1.4M | 5,600 | +5,600 | 0.00% | 13F |
| 80 | Iqvia Hldgs IncIQVHISTORY | 0.03% | — | $1.4M | 7,175 | — | — | 13F |
| 81 | Mckesson CorpMCKHISTORY | 0.03% | — | $1.4M | 1,830 | — | 0.00% | 13F |
| 82 | HCA Healthcare IncHCAHISTORY | 0.03% | — | $1.2M | 3,190 | — | — | 13F |
| 83 | Waters CorpWATHISTORY | 0.03% | — | $1.2M | 3,225 | — | 0.00% | 13F |
| 84 | Alphabet IncGOOGHISTORY | 0.03% | NEW | $1.2M | 3,400 | +3,400 | 0.00% | 13F |
| 85 | WW Grainger IncGWWHISTORY | 0.02% | (23.0%) | $1.0M | 770 | (230) | — | 13F |
| 86 | Ionis Pharmaceuticals IncIONSHISTORY | 0.02% | — | $0.9M | 10,800 | — | 0.01% | 13F |
| 87 | US Foods Hldg CorpUSFDHISTORY | 0.01% | (98.3%) | $0.7M | 6,920 | (389,050) | 0.00% | 13F |
| 88 | Agilent Technologies IncAHISTORY | 0.01% | — | $0.7M | 4,990 | — | 0.00% | 13F |
| 89 | Veralto CorpVLTOHISTORY | 0.01% | — | $0.5M | 5,475 | — | — | 13F |
| 90 | Resmed IncRMDHISTORY | 0.01% | — | $0.5M | 2,390 | — | 0.00% | 13F |
| 91 | Steris PLCSTEHISTORY | 0.01% | — | $0.3M | 1,530 | — | 0.00% | 13F |
| 92 | Sarepta Therapeutics IncSRPTHISTORY | 0.01% | — | $0.3M | 17,888 | — | 0.02% | 13F |
| 93 | Zimmer Biomet Holdings IncZBHHISTORY | 0.01% | — | $0.3M | 3,260 | — | 0.00% | 13F |
| 94 | Charles Riv Labs Intl IncCRLHISTORY | <0.01% | NEW | $0.2M | 1,010 | +1,010 | 0.00% | 13F |
| 95 | Inmed Pharmaceuticals IncINMHISTORY | <0.01% | NEW | $0.2M | 100,000 | +100,000 | 1.82% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Rows marked Off-13F are >5% stakes disclosed on a Schedule 13D/13G dated after the latest 13F; they report shares and percent of class but no dollar value. Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology