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SUVRETTA CAPITAL MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

SUVRETTA CAPITAL MANAGEMENT, LLC

报告期 2026-03-31 · CIK 0001569064

持仓数

89

前50大市值合计

$3.81B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

ARQT ARCUTIS BIOTHERAPEUTICS INC

COM

$290.4M

12,327,000

7.6%

MANE VERADERMICS INC

COMMON STOCK

$263.3M

4,168,970

6.9%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT · 认沽

$227.6M

350,000

6.0%

PVLA PALVELLA THERAPEUTICS INC NE

COM

$143.8M

1,153,496

3.8%

— APELLIS PHARMACEUTICALS INC

COM

$141.5M

3,518,471

3.7%

LEGN LEGEND BIOTECH CORP

SPONSORED ADS

$137.1M

7,581,029

3.6%

BNTC BENITEC BIOPHARMA INC

COM NEW

$123.0M

11,548,351

3.2%

CAPR CAPRICOR THERAPEUTICS INC

COM NEW

$116.1M

3,818,600

3.0%

— IMMATICS N.V

SHS

$110.1M

11,190,129

2.9%

RCUS ARCUS BIOSCIENCES INC

COM

$108.7M

5,030,993

2.9%

EYPT EYEPOINT INC

COM NEW

$106.9M

8,296,375

2.8%

AVBP ARRIVENT BIOPHARMA INC

COM

$101.5M

4,401,083

2.7%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$100.9M

298,707

2.7%

NVDA NVIDIA CORPORATION

COM

$100.2M

574,656

2.6%

META META PLATFORMS INC

CL A

$97.1M

169,707

2.5%

— KALVISTA PHARMACEUTICALS INC

COM

$96.0M

4,768,712

2.5%

GE GE AEROSPACE

COM NEW

$88.0M

310,262

2.3%

— BIOHAVEN LTD

COM

$87.0M

10,286,937

2.3%

SYY SYSCO CORP

COM

$82.7M

1,159,156

2.2%

MGM MGM RESORTS INTERNATIONAL

COM

$79.9M

2,158,800

2.1%

CMPX COMPASS THERAPEUTICS INC

COM

$75.7M

14,307,379

2.0%

HD HOME DEPOT INC

COM

$72.9M

221,590

1.9%

KURA KURA ONCOLOGY INC

COM

$69.7M

8,575,422

1.8%

GLUE MONTE ROSA THERAPEUTICS INC

COM

$69.5M

4,226,809

1.8%

BAC BANK AMERICA CORP

COM

$63.1M

1,295,245

1.7%

ERAS ERASCA INC

COM

$55.6M

3,434,967

1.5%

COF CAPITAL ONE FINL CORP

COM

$55.2M

302,400

1.4%

— ZURA BIO LTD

CLASS A ORD SHS

$53.9M

9,067,001

1.4%

AMZN AMAZON COM INC

COM

$52.9M

254,009

1.4%

AMD ADVANCED MICRO DEVICES INC

COM

$52.3M

257,240

1.4%

FULC FULCRUM THERAPEUTICS INC

COM

$50.3M

6,561,111

1.3%

VMC VULCAN MATLS CO

COM

$49.4M

181,594

1.3%

FERG FERGUSON ENTERPRISES INC

COMMON STOCK NEW

$49.4M

211,900

1.3%

APO APOLLO GLOBAL MGMT INC

COM

$43.2M

387,700

1.1%

MLYS MINERALYS THERAPEUTICS INC

COM

$41.7M

1,538,662

1.1%

CRNX CRINETICS PHARMACEUTICALS IN

COM

$37.9M

1,043,879

1.0%

CTNM CONTINEUM THERAPEUTICS INC

CL A

$37.1M

2,841,334

1.0%

USFD US FOODS HLDG CORP

COM

$36.5M

395,970

1.0%

PFGC PERFORMANCE FOOD GROUP CO

COM

$33.1M

386,885

0.9%

REPL REPLIMUNE GROUP INC

COM

$32.3M

4,221,836

0.8%

MSOS ADVISORSHARES TR

PURE US CANNABIS

$32.1M

9,046,200

0.8%

AURA AURA BIOSCIENCES INC

COM

$29.3M

4,372,884

0.8%

UNH UNITEDHEALTH GROUP INC

COM

$27.2M

100,630

0.7%

PROK PROKIDNEY CORP

SHS CL A

$22.1M

12,341,266

0.6%

LTH LIFE TIME GROUP HOLDINGS INC

COMMON STOCK

$13.7M

510,349

0.4%

WHWK WHITEHAWK THERAPEUTICS INC

COM

$12.8M

3,700,000

0.3%

ABEO ABEONA THERAPEUTICS INC

COM NEW

$12.0M

2,676,000

0.3%

WING WINGSTOP INC

COM

$9.2M

59,500

0.2%

MOLN MOLECULAR PARTNERS AG

ADS

$8.8M

2,221,494

0.2%

BSX BOSTON SCIENTIFIC CORP

COM

$7.8M

123,941

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

32%前 6 大占比

ARQT7.6%MANE6.9%SPY6.0%PVLA3.8%APELLIS PHARMACEUTICALS INC3.7%LEGN3.6%