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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
$3.81B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 118 项
建仓 25
增持 38
减持 14
清仓 41
方向
标的
Δ市值
现股数(环比)
清仓
GOOG
ALPHABET INC
-$268.6M
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$193.4M
0
-100%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$186.1M
325,810
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
META
FACEBOOK INC
-$161.1M
0
-100%
清仓
—
PAYSAFE LIMITED
-$156.4M
0
-100%
清仓
AAPL
APPLE INC
-$99.6M
0
-100%
建仓
—
ALIGHT INC
+$95.9M
8,350,000
增持
MA
MASTERCARD INCORPORATED
+$95.5M
847,000
+55%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$85.0M
0
-100%
清仓
—
VIMEO INC
-$80.4M
0
-100%
清仓
—
FOLEY TRASIMENE ACQUISTN COR
-$78.6M
0
-100%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$75.5M
0
-100%
增持
OPEN
OPENDOOR TECHNOLOGIES INC
+$75.1M
9,446,879
+41%
建仓
SQ
SQUARE INC
+$72.7M
302,930
清仓
EXAS
EXACT SCIENCES CORP
-$60.6M
0
-100%
清仓
NVTA
INVITAE CORP
-$58.0M
0
-100%
建仓
WRBY
WARBY PARKER INC
+$53.0M
1,000,000
减持
UNP
UNION PAC CORP
-$49.7M
819,697
-14%
减持
—
MEDTRONIC PLC
-$47.0M
911,226
-30%
增持
NTRA
NATERA INC
+$43.1M
747,220
+111%
清仓
—
GORES HOLDINGS VI INC
-$43.0M
0
-100%
增持
PWR
QUANTA SVCS INC
+$42.9M
1,388,834
+9%
增持
TWLO
TWILIO INC
+$41.0M
516,520
+64%
建仓
—
ELASTIC N V
+$40.4M
271,000
清仓
—
BLUEBIRD BIO INC
-$40.1M
0
-100%
清仓
GPN
GLOBAL PMTS INC
-$38.8M
0
-100%
增持
FULC
FULCRUM THERAPEUTICS INC
+$37.7M
1,941,969
+19%
减持
—
NXP SEMICONDUCTORS N V
-$33.0M
256,438
-37%
减持
AMZN
AMAZON COM INC
-$32.5M
99,137
-5%
清仓
—
KATAPULT HOLDINGS INC
-$32.5M
0
-100%
建仓
—
ARENA PHARMACEUTICALS INC
+$30.2M
507,088
清仓
—
AJAX I
-$29.9M
0
-100%
清仓
S
SENTINELONE INC
-$29.8M
0
-100%
增持
ADI
ANALOG DEVICES INC
+$26.3M
477,645
+53%
增持
TPR
TAPESTRY INC
-$26.1M
5,378,032
+4%
增持
—
ROYALTY PHARMA PLC
+$25.3M
1,527,900
+109%
增持
—
ANAPLAN INC
+$24.9M
2,165,238
+8%
清仓
—
REVOLUTION ACCELERTN ACQU CO
-$24.9M
0
-100%
增持
IQV
IQVIA HLDGS INC
+$24.3M
703,187
+18%
清仓
—
AMBRX BIOPHARMA INC
-$22.9M
0
-100%
增持
HWM
HOWMET AEROSPACE INC
+$22.4M
2,551,230
+54%
减持
GFL
GFL ENVIRONMENTAL INC
+$21.5M
4,715,117
-2%
清仓
—
THERAPEUTICS ACQUISITION COR
-$21.0M
0
-100%
建仓
—
FREYR BATTERY
+$20.7M
2,093,710
清仓
—
ALTIMETER GROWTH CORP
-$20.5M
0
-100%
清仓
—
FINTECH ACQUISITION CORP V
-$20.3M
0
-100%
增持
—
CANO HEALTH INC
+$20.1M
8,419,011
+18%
清仓
—
FORTE BIOSCIENCES INC
-$17.4M
0
-100%
建仓
—
POINT BIOPHARMA GLOBAL INC
+$17.1M
2,225,000
减持
ROST
ROSS STORES INC
-$17.1M
1,117,935
-0%
增持
RH
RH
+$16.9M
334,951
+10%
增持
INSM
INSMED INC
+$15.0M
998,732
+126%
清仓
—
MARQETA INC
-$14.1M
0
-100%
建仓
—
DICE THERAPEUTICS INC
+$13.4M
410,000
增持
COR
AMERISOURCEBERGEN CORP
+$13.0M
1,234,845
+5%
清仓
OWL
BLUE OWL CAPITAL INC
-$12.9M
0
-100%
清仓
—
HOLICITY INC
-$12.3M
0
-100%
建仓
RKLB
ROCKET LAB USA INC
+$12.1M
750,000
增持
CPRT
COPART INC
+$11.9M
872,764
+5%
建仓
—
CAZOO GROUP LTD
+$11.7M
1,509,700
增持
KURA
KURA ONCOLOGY INC
+$11.5M
2,460,202
+48%
增持
PTON
PELOTON INTERACTIVE INC
+$10.6M
1,166,800
+59%
建仓
—
BIOATLA INC
+$10.4M
354,190
增持
—
SUTRO BIOPHARMA INC
+$10.3M
2,233,695
+30%
清仓
—
ALUSSA ENERGY ACQUISITION CO
-$9.9M
0
-100%
增持
—
MIRATI THERAPEUTICS INC
+$9.8M
191,308
+29%
清仓
—
TURNING POINT THERAPEUTICS I
-$9.6M
0
-100%
减持
EL
LAUDER ESTEE COS INC
-$9.4M
513,414
-0%
建仓
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
+$8.2M
1,367,870
建仓
CHRS
COHERUS BIOSCIENCES INC
+$7.9M
489,333
增持
—
MARINUS PHARMACEUTICALS INC
-$7.8M
2,197,426
+20%
清仓
—
NEWHOLD INVESTMENT CORP
-$7.5M
0
-100%
增持
OTIS
OTIS WORLDWIDE CORP
+$7.4M
2,699,539
+3%
建仓
NRDY
NERDY INC
+$7.0M
700,000
建仓
ACHR
ARCHER AVIATION INC
+$6.7M
750,000
增持
XENE
XENON PHARMACEUTICALS INC
+$6.6M
1,158,961
+95%
建仓
—
AC IMMUNE SA
+$6.5M
963,500
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$6.4M
634,613
-0%
建仓
FRSH
FRESHWORKS INC
+$6.4M
150,000
增持
AGIO
AGIOS PHARMACEUTICALS INC
+$6.1M
1,311,748
+33%
清仓
VERV
VERVE THERAPEUTICS INC
-$6.0M
0
-100%
清仓
FIVE
FIVE BELOW INC
-$5.9M
0
-100%
增持
—
DECIPHERA PHARMACEUTICALS IN
+$5.4M
862,126
+32%
增持
EYPT
EYEPOINT PHARMACEUTICALS INC
+$5.4M
1,704,589
+24%
建仓
IMRX
IMMUNEERING CORP
+$5.3M
200,000
增持
MREO
MEREO BIOPHARMA GROUP PLC
-$5.3M
9,142,067
+6%
增持
—
INOZYME PHARMA INC
+$5.2M
986,400
+170%
增持
—
CHIMERIX INC
+$5.2M
1,907,620
+131%
增持
—
GEMINI THERAPEUTICS INC
-$5.2M
2,137,823
+0%
建仓
—
MONTES ARCHIMEDES ACQUISITIO
+$4.7M
500,000
建仓
NUVL
NUVALENT INC
+$4.5M
200,000
增持
—
INTRA-CELLULAR THERAPIES INC
+$4.3M
1,251,946
+21%
减持
—
PROMETHEUS BIOSCIENCES INC
-$4.0M
480,480
-23%
清仓
—
GRAPHITE BIO INC
-$3.8M
0
-100%
清仓
—
CYTEIR THERAPEUTICS INC
-$3.7M
0
-100%
清仓
—
TABOOLA.COM LTD
-$3.6M
0
-100%
清仓
GLUE
MONTE ROSA THERAPEUTICS INC
-$3.4M
0
-100%
清仓
—
MISTER CAR WASH INC
-$3.2M
0
-100%
建仓
ORIC
ORIC PHARMACEUTICALS INC
+$3.1M
149,100
清仓
—
CLIMATE CHANGE CRISIS REAL I
-$3.0M
0
-100%
建仓
—
VOLTA INC
+$2.6M
300,000
增持
—
AEGLEA BIOTHERAPEUTICS INC
+$2.6M
2,157,727
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.4M
715,113
+3%
建仓
—
ALIGHT INC
+$2.4M
774,375
减持
ADAG
ADAGENE INC
-$2.2M
42,722
-79%
增持
—
TERNS PHARMACEUTICALS INC
-$2.1M
1,125,736
+0%
增持
—
BOLT BIOTHERAPEUTICS INC
+$2.0M
1,325,500
+39%
清仓
SANA
SANA BIOTECHNOLOGY INC
-$2.0M
0
-100%
清仓
—
FOLEY TRASIMENE ACQUISTN COR
-$1.6M
0
-100%
增持
—
KALVISTA PHARMACEUTICALS INC
-$1.6M
1,543,284
+30%
清仓
—
ELLIOTT OPPORTUNITY II CORP
-$1.5M
0
-100%
减持
KBR
KBR INC
-$1.2M
2,983,377
-4%
减持
—
TE CONNECTIVITY LTD
+$1.1M
603,877
-0%
清仓
—
ARYA SCIENCES ACQU CORP IV
-$1.1M
0
-100%
减持
—
NEXIMMUNE INC
-$757.0K
344,223
-6%
增持
—
CHINOOK THERAPEUTICS INC
-$302.0K
1,047,468
+8%
减持
CVNA
CARVANA CO
-$285.0K
479,143
-0%
建仓
—
SYNLOGIC INC
+$183.0K
60,000