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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 88 项
建仓 12
增持 23
减持 24
清仓 29
方向
标的
Δ市值
现股数(环比)
清仓
HUM
HUMANA INC
-$92.5M
0
-100%
建仓
AMZN
AMAZON COM INC
+$82.9M
733,460
清仓
CNC
CENTENE CORP DEL
-$68.3M
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。
建仓
META
META PLATFORMS INC
+$67.6M
498,290
清仓
—
MIRATI THERAPEUTICS INC
-$63.9M
0
-100%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$58.4M
536,170
减持
—
ROYALTY PHARMA PLC
-$55.4M
1,842,718
-40%
增持
DIS
DISNEY WALT CO
+$54.3M
926,850
+164%
增持
NOW
SERVICENOW INC
+$46.1M
154,150
+504%
清仓
VTRS
VIATRIS INC
-$40.6M
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$40.6M
0
-100%
增持
GPN
GLOBAL PMTS INC
+$39.4M
658,992
+129%
增持
TMUS
T-MOBILE US INC
+$39.1M
369,828
+372%
减持
—
INTRA-CELLULAR THERAPIES INC
-$36.8M
851,958
-36%
建仓
—
PROKIDNEY CORP
+$28.8M
3,193,175
清仓
RH
RH
-$28.3M
0
-100%
清仓
—
MARQETA INC
-$28.1M
0
-100%
增持
LVS
LAS VEGAS SANDS CORP
+$25.7M
3,283,951
+13%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$25.6M
545,171
+51%
清仓
—
EXXON MOBIL CORP
-$24.9M
0
-100%
增持
MSFT
MICROSOFT CORP
+$24.8M
382,380
+53%
减持
AGIO
AGIOS PHARMACEUTICALS INC
-$24.3M
959,214
-59%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$23.2M
0
-100%
增持
COGT
COGENT BIOSCIENCES INC
+$22.4M
1,862,600
+210%
清仓
CRNX
CRINETICS PHARMACEUTICALS IN
-$21.0M
0
-100%
减持
MAR
MARRIOTT INTL INC NEW
-$20.9M
134,800
-54%
减持
IQV
IQVIA HLDGS INC
-$20.3M
357,685
-9%
清仓
MTCH
MATCH GROUP INC NEW
-$20.1M
0
-100%
建仓
—
PROTHENA CORP PLC
+$19.2M
316,531
增持
KURA
KURA ONCOLOGY INC
-$18.1M
4,063,128
+1%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$17.1M
88,940
-74%
减持
V
VISA INC
-$15.6M
271,968
-16%
减持
INSM
INSMED INC
-$14.5M
1,230,800
-41%
减持
MA
MASTERCARD INCORPORATED
-$14.3M
181,691
-13%
减持
—
PHARVARIS N V
-$12.6M
746,965
-10%
增持
FULC
FULCRUM THERAPEUTICS INC
+$12.1M
3,528,000
+5%
建仓
LLY
LILLY ELI & CO
+$11.4M
35,200
建仓
LEGN
LEGEND BIOTECH CORP
+$11.2M
274,200
清仓
—
CHIMERIX INC
-$11.0M
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$10.3M
0
-100%
清仓
OXY
OCCIDENTAL PETE CORP
-$10.2M
0
-100%
清仓
COP
CONOCOPHILLIPS
-$10.0M
0
-100%
增持
UNP
UNION PAC CORP
-$9.6M
533,105
+0%
清仓
—
BIOHAVEN PHARMACTL HLDG CO L
-$9.0M
0
-100%
减持
—
KEZAR LIFE SCIENCES INC
-$8.3M
3,275,520
-26%
建仓
—
AKILI INC
+$8.2M
3,624,163
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$7.8M
114,725
-5%
增持
—
CANADIAN PAC RY LTD
+$7.5M
776,276
+22%
减持
TPR
TAPESTRY INC
-$6.6M
2,180,922
-3%
增持
—
MARINUS PHARMACEUTICALS INC
+$6.5M
3,537,700
+1%
建仓
—
VENTYX BIOSCIENCES INC
+$6.5M
186,400
减持
—
KALVISTA PHARMACEUTICALS INC
+$5.8M
1,707,100
-11%
减持
SQ
BLOCK INC
-$5.4M
661,540
-3%
增持
—
HORIZON THERAPEUTICS PUB L
+$5.3M
712,561
+46%
增持
EL
LAUDER ESTEE COS INC
+$5.2M
369,583
+26%
清仓
—
RESEARCH ALLIANCE CORP II
-$4.9M
0
-100%
减持
GFL
GFL ENVIRONMENTAL INC
-$4.2M
753,818
-17%
减持
MREO
MEREO BIOPHARMA GROUP PLC
-$3.9M
7,364,438
-19%
减持
—
CHINOOK THERAPEUTICS INC
-$3.9M
1,390,000
-22%
建仓
—
THIRD HARMONIC BIO INC
+$3.8M
200,000
增持
—
SUTRO BIOPHARMA INC
+$3.7M
5,020,000
+8%
增持
DHR
DANAHER CORPORATION
+$3.1M
226,142
+4%
清仓
—
TERNS PHARMACEUTICALS INC
-$3.1M
0
-100%
清仓
—
OMEGA ALPHA SPAC
-$3.0M
0
-100%
清仓
—
EUROPEAN BIOTECH ACQUTN CORP
-$2.9M
0
-100%
清仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
-$2.9M
0
-100%
减持
HRTX
HERON THERAPEUTICS INC
+$2.8M
2,807,000
-14%
清仓
—
ROIVANT SCIENCES LTD
-$2.8M
0
-100%
减持
—
POINT BIOPHARMA GLOBAL INC
-$2.5M
2,330,902
-23%
减持
—
ARCELLX INC
-$2.4M
2,249,533
-9%
增持
EYPT
EYEPOINT PHARMACEUTICALS INC
+$2.2M
3,233,597
+9%
清仓
—
TURMERIC ACQUISITION CORP
-$2.0M
0
-100%
清仓
—
BCLS ACQUISITION CORP
-$2.0M
0
-100%
清仓
—
OPY ACQUISITION CORP I
-$2.0M
0
-100%
建仓
NUVL
NUVALENT INC
+$2.0M
101,003
增持
COR
AMERISOURCEBERGEN CORP
+$1.7M
341,779
+9%
增持
MCK
MCKESSON CORP
+$1.4M
104,850
+0%
清仓
TRDA
ENTRADA THERAPEUTICS INC
-$1.3M
0
-100%
清仓
IMRX
IMMUNEERING CORP
-$1.1M
0
-100%
减持
—
SOLID BIOSCIENCES INC
+$1.1M
600,000
-88%
减持
PEPG
PEPGEN INC
-$1.0M
1,180,984
-0%
清仓
—
EUCRATES BIOMEDICAL ACQU COR
-$990.0K
0
-100%
减持
—
INFLARX NV
+$903.0K
2,146,240
-35%
增持
—
BOLT BIOTHERAPEUTICS INC
-$595.0K
2,672,000
+20%
增持
ORIC
ORIC PHARMACEUTICALS INC
+$432.0K
1,902,643
+51%
建仓
—
BIOHAVEN LTD
+$388.0K
61,631
增持
—
ATAI LIFE SCIENCES NV
-$363.0K
1,225,501
+1%
清仓
—
CANO HEALTH INC
-$257.0K
0
-100%
