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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 99 项
建仓 41
增持 19
减持 15
清仓 24
方向
标的
Δ市值
现股数(环比)
清仓
MSFT
MICROSOFT CORP
-$89.1M
0
-100%
清仓
DIS
DISNEY WALT CO
-$87.4M
0
-100%
清仓
AMZN
AMAZON COM INC
-$82.9M
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
GPN
GLOBAL PMTS INC
-$71.2M
0
-100%
减持
IQV
IQVIA HLDGS INC
-$64.2M
2,959
-99%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$58.4M
0
-100%
建仓
NKE
NIKE INC
+$58.3M
497,937
清仓
NOW
SERVICENOW INC
-$58.2M
0
-100%
建仓
WYNN
WYNN RESORTS LTD
+$56.5M
685,001
减持
DHR
DANAHER CORPORATION
-$56.4M
7,432
-97%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$56.3M
3,360
-97%
增持
—
HORIZON THERAPEUTICS PUB L
+$55.4M
874,291
+23%
建仓
T
AT&T INC
+$54.3M
2,951,900
增持
—
BIOHAVEN LTD
+$53.0M
3,848,938
+6145%
清仓
MA
MASTERCARD INCORPORATED
-$51.7M
0
-100%
建仓
CL
COLGATE PALMOLIVE CO
+$50.8M
644,580
建仓
SCHW
SCHWAB CHARLES CORP
+$50.3M
604,204
清仓
TMUS
T-MOBILE US INC
-$49.6M
0
-100%
清仓
V
VISA INC
-$48.3M
0
-100%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$47.0M
693,005
减持
LVS
LAS VEGAS SANDS CORP
-$45.1M
1,625,685
-50%
建仓
SBUX
STARBUCKS CORP
+$44.4M
448,041
建仓
DG
DOLLAR GEN CORP NEW
+$42.8M
173,850
减持
META
META PLATFORMS INC
-$38.0M
246,259
-51%
建仓
CEG
CONSTELLATION ENERGY CORP
+$37.2M
431,969
建仓
—
TERNS PHARMACEUTICALS INC
+$35.1M
3,448,275
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$34.2M
817,171
+819%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$31.3M
483,756
增持
—
ARCELLX INC
+$30.6M
2,350,333
+4%
建仓
XLE
SELECT SECTOR SPDR TR
+$30.0M
342,570
建仓
ORCL
ORACLE CORP
+$29.3M
358,313
减持
COR
AMERISOURCEBERGEN CORP
-$25.6M
124,658
-64%
增持
INSM
INSMED INC
+$23.9M
2,520,901
+105%
增持
KURA
KURA ONCOLOGY INC
+$23.6M
6,376,815
+57%
增持
EL
LAUDER ESTEE COS INC
+$19.1M
398,506
+8%
清仓
MAR
MARRIOTT INTL INC NEW
-$18.9M
0
-100%
减持
—
KALVISTA PHARMACEUTICALS INC
-$17.5M
1,072,302
-37%
增持
—
SUTRO BIOPHARMA INC
+$17.1M
5,565,099
+11%
增持
SQ
BLOCK INC
+$16.7M
844,303
+28%
建仓
—
DISCOVER FINL SVCS
+$16.3M
166,809
增持
—
INTRA-CELLULAR THERAPIES INC
+$15.2M
1,036,948
+22%
建仓
ELV
ELEVANCE HEALTH INC
+$14.9M
28,971
增持
UNH
UNITEDHEALTH GROUP INC
+$14.4M
256,714
+7%
增持
EYPT
EYEPOINT PHARMACEUTICALS INC
-$13.9M
3,347,897
+4%
减持
MCK
MCKESSON CORP
-$13.8M
58,108
-45%
建仓
NVDA
NVIDIA CORPORATION
+$12.8M
87,358
建仓
ROST
ROSS STORES INC
+$12.2M
105,040
清仓
HRTX
HERON THERAPEUTICS INC
-$11.8M
0
-100%
清仓
LLY
LILLY ELI & CO
-$11.4M
0
-100%
清仓
LEGN
LEGEND BIOTECH CORP
-$11.2M
0
-100%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$10.6M
436,756
-20%
增持
—
CHINOOK THERAPEUTICS INC
+$10.5M
1,444,830
+4%
减持
AGIO
AGIOS PHARMACEUTICALS INC
-$7.9M
685,772
-29%
减持
COGT
COGENT BIOSCIENCES INC
-$6.9M
1,811,396
-3%
减持
—
PROTHENA CORP PLC
-$6.8M
206,448
-35%
清仓
—
PHARVARIS N V
-$5.7M
0
-100%
减持
—
CANADIAN PAC RY LTD
+$5.3M
765,840
-1%
建仓
JNJ
JOHNSON & JOHNSON
+$5.2M
29,290
建仓
BNTX
BIONTECH SE
+$4.6M
30,600
建仓
ELAN
ELANCO ANIMAL HEALTH INC
+$4.3M
354,400
增持
—
MARINUS PHARMACEUTICALS INC
-$4.3M
4,822,995
+36%
清仓
—
SOLID BIOSCIENCES INC
-$4.2M
0
-100%
减持
UNP
UNION PAC CORP
+$4.1M
521,173
-2%
增持
—
ROYALTY PHARMA PLC
+$4.0M
1,974,625
+7%
清仓
—
BOLT BIOTHERAPEUTICS INC
-$4.0M
0
-100%
清仓
—
GEMINI THERAPEUTICS INC
-$3.9M
0
-100%
清仓
—
THIRD HARMONIC BIO INC
-$3.8M
0
-100%
增持
—
KEZAR LIFE SCIENCES INC
-$3.5M
3,504,264
+7%
增持
FULC
FULCRUM THERAPEUTICS INC
+$2.6M
4,274,803
+21%
建仓
LKFT
GALAPAGOS NV
+$2.1M
47,200
建仓
NTRA
NATERA INC
+$2.1M
51,900
清仓
NUVL
NUVALENT INC
-$2.0M
0
-100%
清仓
—
SIO GENE THERAPIES INC
-$1.7M
0
-100%
清仓
—
AMBRX BIOPHARMA INC
-$1.6M
0
-100%
增持
—
POINT BIOPHARMA GLOBAL INC
+$1.1M
2,627,000
+13%
建仓
ABT
ABBOTT LABS
+$1.1M
10,310
建仓
SNY
SANOFI
+$1.1M
22,610
建仓
—
ASTRAZENECA PLC
+$1.1M
15,690
清仓
—
OTONOMY INC
-$928.0K
0
-100%
清仓
—
FRAZIER LIFESCIENCES ACQU CO
-$872.0K
0
-100%
建仓
—
MEDTRONIC PLC
+$727.9K
9,366
建仓
BSX
BOSTON SCIENTIFIC CORP
+$654.3K
14,141
建仓
ARGX
ARGENX SE
+$575.8K
1,520
建仓
ILMN
ILLUMINA INC
+$568.2K
2,810
建仓
ISRG
INTUITIVE SURGICAL INC
+$411.3K
1,550
建仓
SYK
STRYKER CORPORATION
+$405.9K
1,660
建仓
BIIB
BIOGEN INC
+$396.0K
1,430
建仓
IDXX
IDEXX LABS INC
+$375.3K
920
减持
PEPG
PEPGEN INC
+$348.5K
828,087
-30%
建仓
WAT
WATERS CORP
+$325.5K
950
增持
—
ATAI LIFE SCIENCES NV
+$301.0K
1,637,960
+34%
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$276.3K
2,670
建仓
CVS
CVS HEALTH CORP
+$267.5K
2,870
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$237.1K
164
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$236.0K
3,280
建仓
GMAB
GENMAB A/S
+$220.8K
5,210
建仓
CRL
CHARLES RIV LABS INTL INC
+$220.1K
1,010
建仓
TECH
BIO-TECHNE CORP
+$215.5K
2,600
清仓
—
TURMERIC ACQUISITION CORP
-$1.0K
0
-100%
