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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 84 项
建仓 23
增持 22
减持 18
清仓 21
方向
标的
Δ市值
现股数(环比)
清仓
AMZN
AMAZON COM INC
-$147.1M
0
-100%
减持
MSFT
MICROSOFT CORP
-$119.4M
250,157
-58%
清仓
SPGI
S&P GLOBAL INC
-$84.8M
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。
清仓
SCHW
SCHWAB CHARLES CORP
-$82.9M
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$73.6M
0
-100%
减持
UNP
UNION PAC CORP
-$54.2M
532,015
-13%
清仓
XLE
SELECT SECTOR SPDR TR
-$53.0M
0
-100%
减持
GFL
GFL ENVIRONMENTAL INC
-$51.0M
903,132
-60%
增持
—
ROYALTY PHARMA PLC
+$50.5M
3,078,506
+52%
清仓
BBWI
BATH & BODY WORKS INC
-$49.6M
0
-100%
增持
FULC
FULCRUM THERAPEUTICS INC
-$45.4M
3,355,624
+28%
建仓
—
CANADIAN PAC RY LTD
+$44.3M
634,056
建仓
SQ
BLOCK INC
+$41.8M
679,676
建仓
VTRS
VIATRIS INC
+$40.6M
3,881,900
建仓
FIS
FIDELITY NATL INFORMATION SV
+$40.6M
443,240
清仓
DECK
DECKERS OUTDOOR CORP
-$39.0M
0
-100%
建仓
—
HORIZON THERAPEUTICS PUB L
+$38.8M
486,661
减持
V
VISA INC
-$33.2M
324,818
-26%
建仓
DIS
DISNEY WALT CO
+$33.1M
350,926
减持
CNC
CENTENE CORP DEL
-$32.5M
807,438
-33%
建仓
GPN
GLOBAL PMTS INC
+$31.8M
287,222
减持
RH
RH
-$31.0M
133,325
-27%
清仓
WYNN
WYNN RESORTS LTD
-$29.2M
0
-100%
减持
EL
LAUDER ESTEE COS INC
-$26.8M
292,979
-21%
建仓
—
EXXON MOBIL CORP
+$24.9M
290,732
清仓
NTRA
NATERA INC
-$23.8M
0
-100%
清仓
—
CANO HEALTH INC
-$23.3M
0
-100%
增持
—
ARCELLX INC
+$23.2M
2,470,559
+61%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$23.2M
249,802
清仓
XOP
SPDR SER TR
-$22.2M
0
-100%
增持
—
MIRATI THERAPEUTICS INC
+$21.9M
951,986
+87%
清仓
XENE
XENON PHARMACEUTICALS INC
-$21.2M
0
-100%
建仓
CRNX
CRINETICS PHARMACEUTICALS IN
+$21.0M
1,125,112
建仓
MTCH
MATCH GROUP INC NEW
+$20.1M
287,786
减持
TPR
TAPESTRY INC
-$17.6M
2,247,709
-3%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$17.3M
348,519
-34%
减持
—
INTRA-CELLULAR THERAPIES INC
-$17.3M
1,338,700
-13%
增持
AGIO
AGIOS PHARMACEUTICALS INC
+$17.2M
2,321,800
+97%
减持
—
MARQETA INC
-$16.6M
3,463,704
-14%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$14.9M
360,491
-1%
减持
COR
AMERISOURCEBERGEN CORP
-$14.8M
314,691
-18%
减持
MAR
MARRIOTT INTL INC NEW
-$14.5M
292,687
-5%
增持
—
KEZAR LIFE SCIENCES INC
+$13.1M
4,412,300
+213%
减持
DHR
DANAHER CORPORATION
-$12.9M
218,222
-6%
建仓
NOW
SERVICENOW INC
+$12.1M
25,521
增持
EYPT
EYEPOINT PHARMACEUTICALS INC
-$12.0M
2,968,207
+2%
建仓
PEPG
PEPGEN INC
+$11.7M
1,181,428
增持
KURA
KURA ONCOLOGY INC
+$11.0M
4,017,000
+3%
建仓
TMUS
T-MOBILE US INC
+$10.5M
78,404
增持
HUM
HUMANA INC
+$10.3M
197,668
+5%
建仓
CVX
CHEVRON CORP NEW
+$10.3M
71,154
建仓
OXY
OCCIDENTAL PETE CORP
+$10.2M
172,642
增持
INSM
INSMED INC
+$10.0M
2,078,680
+58%
建仓
COP
CONOCOPHILLIPS
+$10.0M
110,798
增持
LVS
LAS VEGAS SANDS CORP
+$9.1M
2,903,711
+28%
增持
—
MARINUS PHARMACEUTICALS INC
-$8.9M
3,510,831
+27%
建仓
—
ALVOTECH
+$8.2M
1,000,000
增持
—
CHINOOK THERAPEUTICS INC
+$7.7M
1,784,200
+24%
增持
HRTX
HERON THERAPEUTICS INC
-$7.3M
3,251,048
+13%
增持
—
KALVISTA PHARMACEUTICALS INC
-$6.8M
1,928,200
+10%
清仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$6.8M
0
-100%
增持
—
SUTRO BIOPHARMA INC
-$6.5M
4,645,000
+24%
减持
—
SOLID BIOSCIENCES INC
-$5.6M
5,067,204
-30%
建仓
COGT
COGENT BIOSCIENCES INC
+$5.4M
600,000
建仓
—
ATAI LIFE SCIENCES NV
+$4.4M
1,213,928
增持
IQV
IQVIA HLDGS INC
-$4.3M
392,045
+1%
清仓
AUPH
AURINIA PHARMACEUTICALS INC
-$4.3M
0
-100%
增持
MCK
MCKESSON CORP
+$4.2M
104,802
+7%
清仓
—
INOZYME PHARMA INC
-$4.1M
0
-100%
增持
ORIC
ORIC PHARMACEUTICALS INC
+$3.3M
1,262,464
+186%
建仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$2.9M
58,734
增持
MA
MASTERCARD INCORPORATED
-$2.3M
209,111
+10%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.0M
121,375
+5%
清仓
—
OPY ACQUISITION CORP I
-$2.0M
0
-100%
建仓
—
OPY ACQUISITION CORP I
+$2.0M
200,000
增持
—
CHIMERIX INC
-$1.7M
5,271,696
+91%
减持
—
CANO HEALTH INC
-$808.0K
378,569
-44%
清仓
—
DECIBEL THERAPEUTICS INC
-$801.0K
0
-100%
清仓
—
MEIRAGTX HLDGS PLC
-$479.0K
0
-100%
清仓
—
EUROPEAN BIOTECH ACQUTN CORP
-$20.0K
0
-100%
减持
—
TURMERIC ACQUISITION CORP
-$18.0K
52,775
-21%
建仓
—
OPY ACQUISITION CORP I
+$18.0K
72,605
清仓
—
FRAZIER LIFESCIENCES ACQU CO
-$7.0K
0
-100%
清仓
—
EUCRATES BIOMEDICAL ACQU COR
-$6.0K
0
-100%
