小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 80 项
建仓 20
增持 26
减持 19
清仓 15
方向
标的
Δ市值
现股数(环比)
清仓
XBI
SPDR SER TR
-$138.7M
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$126.9M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$71.9M
12,823
-92%
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
ELV
ELEVANCE HEALTH INC
-$70.1M
3,010
-98%
清仓
EL
LAUDER ESTEE COS INC
-$56.4M
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$54.4M
0
-100%
清仓
YUM
YUM BRANDS INC
-$52.3M
0
-100%
减持
CEG
CONSTELLATION ENERGY CORP
-$47.6M
82,592
-88%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$42.7M
114,862
-73%
减持
WYNN
WYNN RESORTS LTD
-$41.2M
298,658
-54%
增持
—
BIOHAVEN LTD
+$39.9M
3,867,558
+0%
建仓
LVS
LAS VEGAS SANDS CORP
+$39.7M
685,233
清仓
—
CANADIAN PAC RY LTD
-$38.4M
0
-100%
清仓
NKE
NIKE INC
-$37.7M
0
-100%
减持
UNP
UNION PAC CORP
-$36.1M
61,152
-75%
建仓
NVDA
NVIDIA CORPORATION
+$32.8M
77,492
增持
—
CHINOOK THERAPEUTICS INC
+$30.8M
1,748,141
+11%
清仓
KRE
SPDR SER TR
-$29.1M
0
-100%
建仓
GPN
GLOBAL PMTS INC
+$27.7M
281,188
建仓
RH
RH
+$27.4M
83,189
清仓
FIS
FIDELITY NATL INFORMATION SV
-$25.5M
0
-100%
减持
—
HORIZON THERAPEUTICS PUB L
-$24.7M
793,355
-19%
清仓
SBUX
STARBUCKS CORP
-$24.2M
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$23.9M
237,031
建仓
—
ZURA BIO LTD
+$23.4M
2,850,000
建仓
—
ACCENTURE PLC IRELAND
+$21.6M
70,103
清仓
WBD
WARNER BROS DISCOVERY INC
-$21.5M
0
-100%
增持
—
INFLARX NV
+$21.4M
5,733,910
+167%
建仓
GE
GENERAL ELECTRIC CO
+$21.2M
192,734
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$20.9M
259,073
清仓
PYPL
PAYPAL HLDGS INC
-$20.1M
0
-100%
增持
EYPT
EYEPOINT PHARMACEUTICALS INC
+$19.8M
3,423,897
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$18.8M
370,607
-41%
建仓
—
DISCOVER FINL SVCS
+$18.8M
161,056
建仓
—
ACTIVISION BLIZZARD INC
+$17.5M
207,188
建仓
—
WORLD WRESTLING ENTMT INC
+$16.3M
150,008
增持
—
ARCELLX INC
+$16.2M
2,848,167
+19%
增持
INSM
INSMED INC
+$15.6M
3,109,334
+6%
减持
COR
AMERISOURCEBERGEN CORP
-$15.4M
12,488
-89%
减持
AMZN
AMAZON COM INC
-$15.0M
327,913
-41%
建仓
CELH
CELSIUS HLDGS INC
+$14.4M
96,215
增持
—
89BIO INC
+$11.7M
2,393,236
+8%
清仓
MTCH
MATCH GROUP INC NEW
-$11.4M
0
-100%
减持
—
MARINUS PHARMACEUTICALS INC
+$10.7M
4,057,611
-16%
增持
—
REATA PHARMACEUTICALS INC
+$9.7M
108,832
+621%
建仓
EVR
EVERCORE INC
+$8.8M
71,051
增持
—
TERNS PHARMACEUTICALS INC
+$7.8M
5,561,835
+61%
减持
ORIC
ORIC PHARMACEUTICALS INC
-$7.0M
492,924
-74%
减持
PINS
PINTEREST INC
-$6.7M
658,390
-27%
增持
COGT
COGENT BIOSCIENCES INC
+$6.6M
2,219,693
+22%
增持
KURA
KURA ONCOLOGY INC
-$6.0M
7,028,442
+7%
减持
PEPG
PEPGEN INC
-$5.8M
486,611
-41%
增持
WFC
WELLS FARGO CO NEW
+$5.5M
423,506
+26%
增持
JNJ
JOHNSON & JOHNSON
+$5.1M
82,800
+50%
增持
SNY
SANOFI
+$5.0M
116,041
+413%
增持
FULC
FULCRUM THERAPEUTICS INC
+$4.1M
5,718,881
+10%
增持
—
KEZAR LIFE SCIENCES INC
-$4.0M
7,167,591
+4%
减持
ORCL
ORACLE CORP
+$3.9M
318,425
-13%
建仓
GFL
GFL ENVIRONMENTAL INC
+$3.9M
99,375
增持
SQ
BLOCK INC
+$3.6M
432,296
+18%
减持
META
META PLATFORMS INC
-$3.0M
251,230
-29%
建仓
NRIX
NURIX THERAPEUTICS INC
+$2.8M
280,760
增持
—
KALVISTA PHARMACEUTICALS INC
+$2.7M
2,034,506
+3%
建仓
PTGX
PROTAGONIST THERAPEUTICS INC
+$2.2M
81,143
减持
COF
CAPITAL ONE FINL CORP
+$1.8M
198,570
-4%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.5M
63,091
+9%
增持
DHR
DANAHER CORPORATION
+$1.1M
16,427
+48%
增持
—
SUTRO BIOPHARMA INC
+$1.1M
5,883,693
+3%
减持
MRVL
MARVELL TECHNOLOGY INC
+$1.0M
226,873
-22%
清仓
VKTX
VIKING THERAPEUTICS INC
-$999.0K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$871.5K
7,260
+43%
增持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$840.9K
872,427
+28%
清仓
PODD
INSULET CORP
-$791.0K
0
-100%
建仓
SRPT
SAREPTA THERAPEUTICS INC
+$693.8K
6,058
增持
ISRG
INTUITIVE SURGICAL INC
+$653.8K
3,070
+98%
增持
SYK
STRYKER CORPORATION
+$485.2K
4,360
+47%
增持
AVTR
AVANTOR INC
+$460.1K
38,250
+148%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$257.6K
541,480
-12%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$217.0K
2,300
建仓
TECH
BIO-TECHNE CORP
+$212.2K
2,600