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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 78 项
建仓 16
增持 19
减持 19
清仓 24
方向
标的
Δ市值
现股数(环比)
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$222.4M
0
-100%
减持
AMZN
AMAZON COM INC
-$213.1M
45,122
-58%
清仓
ADI
ANALOG DEVICES INC
-$144.0M
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。
清仓
PWR
QUANTA SVCS INC
-$133.4M
0
-100%
减持
OTIS
OTIS WORLDWIDE CORP
-$116.5M
1,297,480
-48%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$112.5M
115,069
-57%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$109.8M
0
-100%
减持
MSFT
MICROSOFT CORP
-$107.2M
595,747
-31%
减持
UNH
UNITEDHEALTH GROUP INC
-$106.5M
240,997
-47%
减持
COR
AMERISOURCEBERGEN CORP
-$106.0M
383,138
-69%
减持
GFL
GFL ENVIRONMENTAL INC
-$100.8M
2,284,496
-51%
建仓
CNC
CENTENE CORP DEL
+$100.8M
1,197,206
清仓
CVNA
CARVANA CO
-$99.2M
0
-100%
减持
TPR
TAPESTRY INC
-$98.4M
2,320,100
-49%
建仓
V
VISA INC
+$97.1M
437,990
清仓
OPEN
OPENDOOR TECHNOLOGIES INC
-$90.1M
0
-100%
建仓
LVS
LAS VEGAS SANDS CORP
+$88.4M
2,275,282
建仓
SPGI
S&P GLOBAL INC
+$84.8M
206,760
清仓
—
ALIGHT INC
-$84.4M
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$82.9M
982,790
建仓
HUM
HUMANA INC
+$82.2M
188,888
减持
RH
RH
-$74.6M
181,835
-27%
建仓
JNJ
JOHNSON & JOHNSON
+$73.6M
415,310
清仓
SQ
BLOCK INC
-$69.4M
0
-100%
减持
IQV
IQVIA HLDGS INC
-$68.5M
386,710
-31%
减持
EL
LAUDER ESTEE COS INC
-$64.9M
372,475
-17%
减持
—
CANO HEALTH INC
-$64.7M
3,668,478
-63%
清仓
—
TE CONNECTIVITY LTD
-$61.7M
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$53.0M
692,868
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$52.7M
0
-100%
建仓
BBWI
BATH & BODY WORKS INC
+$49.6M
1,038,630
清仓
CPRT
COPART INC
-$46.2M
0
-100%
减持
DECK
DECKERS OUTDOOR CORP
-$40.2M
142,477
-34%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$38.4M
362,703
-39%
减持
UNP
UNION PAC CORP
-$35.9M
613,628
-24%
减持
NTRA
NATERA INC
-$35.6M
584,660
-8%
清仓
WRBY
WARBY PARKER INC
-$34.1M
0
-100%
清仓
KBR
KBR INC
-$32.6M
0
-100%
建仓
MCK
MCKESSON CORP
+$30.0M
97,980
建仓
WYNN
WYNN RESORTS LTD
+$29.2M
366,060
增持
—
INTRA-CELLULAR THERAPIES INC
+$28.2M
1,531,923
+22%
减持
MAR
MARRIOTT INTL INC NEW
-$27.2M
309,240
-37%
清仓
ETSY
ETSY INC
-$26.7M
0
-100%
清仓
—
ARENA PHARMACEUTICALS INC
-$22.8M
0
-100%
建仓
XOP
SPDR SER TR
+$22.2M
164,970
减持
MA
MASTERCARD INCORPORATED
-$21.7M
190,943
-24%
建仓
—
ARCELLX INC
+$21.5M
1,533,059
增持
FULC
FULCRUM THERAPEUTICS INC
+$19.8M
2,613,412
+10%
增持
—
MARQETA INC
+$19.5M
4,049,950
+176%
清仓
CHRS
COHERUS BIOSCIENCES INC
-$19.5M
0
-100%
增持
—
MIRATI THERAPEUTICS INC
-$17.1M
510,331
+27%
清仓
—
GRAB HOLDINGS LIMITED
-$14.3M
0
-100%
增持
KURA
KURA ONCOLOGY INC
+$12.6M
3,893,019
+9%
清仓
—
DICE THERAPEUTICS INC
-$10.4M
0
-100%
增持
—
POINT BIOPHARMA GLOBAL INC
+$9.1M
3,014,408
+13%
建仓
—
BIOHAVEN PHARMACTL HLDG CO L
+$7.3M
61,631
建仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
+$6.8M
406,200
增持
HRTX
HERON THERAPEUTICS INC
-$6.3M
2,869,048
+15%
增持
—
SUTRO BIOPHARMA INC
-$5.6M
3,732,400
+53%
清仓
MIST
MILESTONE PHARMACEUTICALS IN
-$5.6M
0
-100%
增持
—
MARINUS PHARMACEUTICALS INC
-$5.5M
2,766,000
+5%
清仓
ABCL
ABCELLERA BIOLOGICS INC
-$5.3M
0
-100%
增持
EYPT
EYEPOINT PHARMACEUTICALS INC
+$4.5M
2,909,407
+15%
建仓
AUPH
AURINIA PHARMACEUTICALS INC
+$4.3M
344,755
增持
DHR
DANAHER CORPORATION
-$4.2M
232,570
+6%
清仓
ALLO
ALLOGENE THERAPEUTICS INC
-$4.0M
0
-100%
清仓
NUVL
NUVALENT INC
-$3.8M
0
-100%
增持
—
AMBRX BIOPHARMA INC
-$3.4M
1,491,832
+41%
增持
—
CHINOOK THERAPEUTICS INC
+$3.1M
1,434,200
+15%
增持
—
AEGLEA BIOTHERAPEUTICS INC
-$2.9M
4,059,894
+58%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$2.7M
525,100
+8%
增持
—
SOLID BIOSCIENCES INC
-$2.3M
7,224,860
+15%
增持
—
OTONOMY INC
+$2.0M
3,144,196
+17%
增持
INSM
INSMED INC
+$1.5M
1,318,432
+22%
减持
—
CANO HEALTH INC
-$547.0K
674,066
-0%
增持
—
ROYALTY PHARMA PLC
+$522.0K
2,025,610
+3%
清仓
SRNE
SORRENTO THERAPEUTICS INC
-$492.0K
0
-100%
清仓
—
FINSERV ACQUISITION CORP II
-$169.0K
0
-100%