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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 74 项
建仓 11
增持 31
减持 8
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
MSFT
MICROSOFT CORP
+$68.9M
218,170
清仓
—
CHINOOK THERAPEUTICS INC
-$67.2M
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$37.4M
20,400
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。
增持
AMZN
AMAZON COM INC
+$36.0M
619,469
+89%
增持
AMD
ADVANCED MICRO DEVICES INC
+$29.4M
696,510
+88%
清仓
SQ
BLOCK INC
-$28.8M
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$23.9M
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$21.6M
0
-100%
增持
INSM
INSMED INC
+$21.4M
3,446,334
+11%
建仓
LLY
ELI LILLY & CO
+$21.0M
39,100
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$20.9M
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$20.3M
0
-100%
建仓
BCYC
BICYCLE THERAPEUTICS PLC
+$20.3M
1,010,976
清仓
—
DISCOVER FINL SVCS
-$18.8M
0
-100%
增持
—
TERNS PHARMACEUTICALS INC
-$18.3M
6,041,910
+9%
增持
—
PROKIDNEY CORP
-$18.0M
3,867,843
+21%
清仓
PINS
PINTEREST INC
-$18.0M
0
-100%
增持
BSX
BOSTON SCIENTIFIC CORP
+$17.7M
353,741
+1839%
增持
GE
GENERAL ELECTRIC CO
+$17.6M
350,969
+82%
增持
—
ROYALTY PHARMA PLC
+$17.5M
4,095,745
+34%
清仓
—
ACTIVISION BLIZZARD INC
-$17.5M
0
-100%
建仓
APO
APOLLO GLOBAL MGMT INC
+$17.2M
191,900
清仓
—
WORLD WRESTLING ENTMT INC
-$16.3M
0
-100%
增持
MCK
MCKESSON CORP
+$15.5M
37,540
+1951%
清仓
CELH
CELSIUS HLDGS INC
-$14.4M
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$13.6M
0
-100%
增持
—
ARCELLX INC
+$12.9M
2,869,967
+1%
清仓
UNP
UNION PAC CORP
-$12.5M
0
-100%
增持
META
META PLATFORMS INC
+$12.2M
280,645
+12%
增持
—
BIOHAVEN LTD
+$11.7M
4,005,600
+4%
清仓
—
REATA PHARMACEUTICALS INC
-$11.1M
0
-100%
增持
WYNN
WYNN RESORTS LTD
+$11.0M
460,048
+54%
减持
ORCL
ORACLE CORP
-$10.9M
255,311
-20%
建仓
RCUS
ARCUS BIOSCIENCES INC
+$10.7M
597,099
减持
LVS
LAS VEGAS SANDS CORP
-$10.3M
642,833
-6%
减持
—
HORIZON THERAPEUTICS PUB L
+$9.4M
786,313
-1%
清仓
EVR
EVERCORE INC
-$8.8M
0
-100%
建仓
ANAB
ANAPTYSBIO INC
+$8.6M
479,445
增持
UNH
UNITEDHEALTH GROUP INC
+$7.6M
27,223
+112%
清仓
CEG
CONSTELLATION ENERGY CORP
-$7.6M
0
-100%
增持
KURA
KURA ONCOLOGY INC
-$7.5M
7,335,845
+4%
减持
RH
RH
-$6.0M
80,989
-3%
增持
NVDA
NVIDIA CORPORATION
+$5.7M
88,548
+14%
增持
GPN
GLOBAL PMTS INC
+$5.1M
284,488
+1%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$5.1M
497,400
增持
—
KALVISTA PHARMACEUTICALS INC
+$5.0M
2,420,851
+19%
增持
—
INTRA-CELLULAR THERAPIES INC
-$4.6M
1,369,849
+14%
减持
COF
CAPITAL ONE FINL CORP
-$4.1M
181,660
-9%
清仓
GFL
GFL ENVIRONMENTAL INC
-$3.9M
0
-100%
清仓
ORIC
ORIC PHARMACEUTICALS INC
-$3.8M
0
-100%
增持
—
89BIO INC
-$3.8M
2,694,404
+13%
增持
COGT
COGENT BIOSCIENCES INC
+$3.5M
3,053,300
+38%
建仓
KVUE
KENVUE INC
+$3.4M
171,596
清仓
—
BENITEC BIOPHARMA INC
-$3.1M
0
-100%
增持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$2.3M
1,135,227
+30%
增持
—
ASTRAZENECA PLC
+$2.2M
70,490
+96%
增持
—
MARINUS PHARMACEUTICALS INC
-$2.2M
5,204,942
+28%
建仓
SYRE
AEGLEA BIOTHERAPEUTICS INC
+$2.0M
162,395
增持
EYPT
EYEPOINT PHARMACEUTICALS INC
-$1.9M
3,492,147
+2%
清仓
—
AEGLEA BIOTHERAPEUTICS INC
-$1.8M
0
-100%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$1.6M
536,500
+23%
增持
SANA
SANA BIOTECHNOLOGY INC
-$1.1M
2,963,704
+40%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$755.8K
679,459
+25%
减持
—
ALVOTECH
+$727.0K
928,402
-7%
建仓
BNTC
BENITEC BIOPHARMA INC
+$617.1K
204,220
增持
WFC
WELLS FARGO CO NEW
-$566.5K
428,506
+1%
增持
PTGX
PROTAGONIST THERAPEUTICS INC
-$434.6K
108,308
+33%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$396.6K
113,962
-1%
增持
JNJ
JOHNSON & JOHNSON
+$327.6K
90,097
+9%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$217.0K
0
-100%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$215.1K
0
-100%
清仓
CRL
CHARLES RIV LABS INTL INC
-$212.4K
0
-100%
清仓
TECH
BIO-TECHNE CORP
-$212.2K
0
-100%
减持
ARGX
ARGENX SE
+$55.4K
2,800
-17%