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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 101 项
建仓 20
增持 28
减持 23
清仓 30
方向
标的
Δ市值
现股数(环比)
建仓
MSFT
MICROSOFT CORP
+$290.9M
865,000
减持
MA
MASTERCARD INCORPORATED
-$204.6M
250,270
-70%
清仓
TWLO
TWILIO INC
-$164.8M
0
-100%
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。
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$143.0M
392,207
-38%
清仓
—
ANAPLAN INC
-$131.8M
0
-100%
清仓
ROST
ROSS STORES INC
-$121.7M
0
-100%
清仓
—
MEDTRONIC PLC
-$114.2M
0
-100%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$109.8M
1,143,700
减持
OPEN
OPENDOOR TECHNOLOGIES INC
-$103.8M
6,168,996
-35%
清仓
PTON
PELOTON INTERACTIVE INC
-$101.6M
0
-100%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$93.4M
599,022
减持
RH
RH
-$89.4M
249,920
-25%
减持
KBR
KBR INC
-$84.9M
685,500
-77%
建仓
MAR
MARRIOTT INTL INC NEW
+$81.6M
493,640
清仓
HWM
HOWMET AEROSPACE INC
-$79.6M
0
-100%
建仓
DECK
DECKERS OUTDOOR CORP
+$79.2M
216,230
减持
CPRT
COPART INC
-$74.8M
305,000
-65%
建仓
DHR
DANAHER CORPORATION
+$72.4M
220,200
增持
ADI
ANALOG DEVICES INC
+$64.0M
819,310
+72%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$52.7M
507,830
清仓
—
NXP SEMICONDUCTORS N V
-$50.2M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$50.0M
456,790
-36%
减持
CVNA
CARVANA CO
-$45.3M
427,807
-11%
减持
UNP
UNION PAC CORP
+$42.9M
808,020
-1%
建仓
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$40.8M
485,242
清仓
—
ELASTIC N V
-$40.4M
0
-100%
增持
AMZN
AMAZON COM INC
+$34.5M
108,030
+9%
清仓
—
DECIPHERA PHARMACEUTICALS IN
-$29.3M
0
-100%
建仓
ETSY
ETSY INC
+$26.7M
122,158
增持
—
MIRATI THERAPEUTICS INC
+$25.2M
402,789
+111%
建仓
—
MARQETA INC
+$25.2M
1,467,368
减持
PWR
QUANTA SVCS INC
-$24.7M
1,163,015
-16%
减持
NTRA
NATERA INC
-$23.9M
636,160
-15%
增持
—
ROYALTY PHARMA PLC
+$23.2M
1,967,273
+29%
减持
AGIO
AGIOS PHARMACEUTICALS INC
-$21.8M
1,177,374
-10%
减持
—
TE CONNECTIVITY LTD
-$21.1M
382,623
-37%
清仓
—
FREYR BATTERY
-$20.7M
0
-100%
减持
WRBY
WARBY PARKER INC
-$18.9M
733,402
-27%
增持
—
CANO HEALTH INC
-$18.8M
9,872,990
+17%
增持
COR
AMERISOURCEBERGEN CORP
+$17.8M
1,243,810
+1%
减持
TPR
TAPESTRY INC
-$14.5M
4,547,460
-15%
建仓
—
GRAB HOLDINGS LIMITED
+$14.3M
2,000,000
增持
EYPT
EYEPOINT PHARMACEUTICALS INC
+$13.1M
2,519,700
+48%
增持
FULC
FULCRUM THERAPEUTICS INC
-$12.8M
2,375,571
+22%
减持
EL
LAUDER ESTEE COS INC
+$12.4M
449,360
-12%
清仓
RKLB
ROCKET LAB USA INC
-$12.1M
0
-100%
建仓
—
PHARVARIS N V
+$11.9M
827,540
清仓
—
CAZOO GROUP LTD
-$11.7M
0
-100%
增持
CHRS
COHERUS BIOSCIENCES INC
+$11.6M
1,218,792
+149%
减持
—
ALIGHT INC
-$11.4M
7,810,000
-6%
清仓
—
PROMETHEUS BIOSCIENCES INC
-$11.4M
0
-100%
清仓
—
FINSERV ACQUISITION CORP II
-$10.6M
0
-100%
减持
IQV
IQVIA HLDGS INC
-$10.5M
559,760
-20%
清仓
—
BIOATLA INC
-$10.4M
0
-100%
建仓
—
AMBRX BIOPHARMA INC
+$9.6M
1,057,735
清仓
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
-$8.2M
0
-100%
减持
—
ARENA PHARMACEUTICALS INC
-$7.4M
245,800
-52%
清仓
NRDY
NERDY INC
-$7.0M
0
-100%
增持
—
CHINOOK THERAPEUTICS INC
+$7.0M
1,247,468
+19%
建仓
—
ROIVANT SCIENCES LTD
+$6.9M
681,528
增持
HRTX
HERON THERAPEUTICS INC
+$6.8M
2,486,340
+67%
清仓
ACHR
ARCHER AVIATION INC
-$6.7M
0
-100%
清仓
—
AC IMMUNE SA
-$6.5M
0
-100%
清仓
FRSH
FRESHWORKS INC
-$6.4M
0
-100%
增持
—
MARINUS PHARMACEUTICALS INC
+$6.3M
2,638,775
+20%
增持
—
CHIMERIX INC
+$6.0M
2,766,619
+45%
增持
—
SUTRO BIOPHARMA INC
-$5.9M
2,437,795
+9%
增持
—
BOLT BIOTHERAPEUTICS INC
-$5.8M
2,230,250
+68%
减持
OTIS
OTIS WORLDWIDE CORP
-$5.8M
2,484,580
-8%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$5.7M
270,470
-17%
建仓
ABCL
ABCELLERA BIOLOGICS INC
+$5.3M
367,100
清仓
—
NEXIMMUNE INC
-$5.2M
0
-100%
增持
—
AEGLEA BIOTHERAPEUTICS INC
-$4.9M
2,571,000
+19%
清仓
—
MONTES ARCHIMEDES ACQUISITIO
-$4.7M
0
-100%
增持
—
INOZYME PHARMA INC
-$4.5M
1,013,216
+3%
增持
—
SIO GENE THERAPIES INC
-$4.3M
5,914,000
+8%
清仓
—
FS DEVELOPMENT CORP II
-$4.0M
0
-100%
建仓
ALLO
ALLOGENE THERAPEUTICS INC
+$4.0M
265,116
增持
KURA
KURA ONCOLOGY INC
+$3.9M
3,572,419
+45%
减持
XENE
XENON PHARMACEUTICALS INC
+$3.9M
692,000
-40%
增持
—
KALVISTA PHARMACEUTICALS INC
-$3.8M
1,746,300
+13%
增持
ORIC
ORIC PHARMACEUTICALS INC
+$3.4M
440,696
+196%
增持
—
SOLID BIOSCIENCES INC
-$3.3M
6,287,193
+5%
增持
SQ
BLOCK INC
-$3.2M
429,984
+42%
增持
—
TERNS PHARMACEUTICALS INC
-$3.0M
1,238,800
+10%
清仓
—
HEALTHCOR CATALIO ACQU CORP
-$3.0M
0
-100%
清仓
—
VOLTA INC
-$2.6M
0
-100%
清仓
—
ALIGHT INC
-$2.4M
0
-100%
增持
—
POINT BIOPHARMA GLOBAL INC
-$2.1M
2,672,863
+20%
建仓
—
OPY ACQUISITION CORP I
+$2.0M
200,000
增持
INSM
INSMED INC
+$2.0M
1,081,532
+8%
清仓
NAUT
NAUTILUS BIOTECHNOLOGY INC
-$1.9M
0
-100%
建仓
TRDA
ENTRADA THERAPEUTICS INC
+$1.8M
106,000
增持
—
GEMINI THERAPEUTICS INC
-$1.7M
2,372,267
+11%
清仓
FHTX
FOGHORN THERAPEUTICS INC
-$1.2M
0
-100%
增持
—
OTONOMY INC
+$986.0K
2,678,115
+12%
建仓
—
MEIRAGTX HLDGS PLC
+$821.0K
34,600
清仓
ADAG
ADAGENE INC
-$614.0K
0
-100%
建仓
SRNE
SORRENTO THERAPEUTICS INC
+$492.0K
105,744
清仓
—
SYNLOGIC INC
-$183.0K
0
-100%
减持
GFL
GFL ENVIRONMENTAL INC
-$34.0K
4,627,040
-2%