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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 83 项
建仓 25
增持 16
减持 30
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
SPY
SPDR S&P 500 ETF TR
+$235.4M
450,000
建仓
QQQ
INVESCO QQQ TR
+$86.6M
195,000
增持
KURA
KURA ONCOLOGY INC
+$50.9M
7,069,627
+2%
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
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$50.7M
7,877,297
-7%
减持
—
ROYALTY PHARMA PLC
-$40.9M
2,250,361
-42%
清仓
LVS
LAS VEGAS SANDS CORP
-$36.3M
0
-100%
建仓
KO
COCA COLA CO
+$33.4M
546,500
建仓
AAPL
APPLE INC
+$30.3M
176,680
建仓
—
CRH PLC
+$28.9M
335,580
减持
—
TERNS PHARMACEUTICALS INC
-$28.9M
1,363,675
-77%
减持
INSM
INSMED INC
-$28.3M
2,023,000
-25%
建仓
AVBP
ARRIVENT BIOPHARMA INC
+$27.9M
1,563,709
增持
ARGX
ARGENX SE
+$27.6M
121,900
+127%
减持
MSFT
MICROSOFT CORP
-$27.5M
79,317
-51%
减持
—
ARCELLX INC
-$26.5M
1,562,354
-36%
清仓
KWEB
KRANESHARES TR
-$24.3M
0
-100%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$23.4M
1,676,811
-21%
减持
—
BIOHAVEN LTD
+$23.2M
4,003,046
-12%
增持
VZ
VERIZON COMMUNICATIONS INC
+$22.5M
1,179,452
+65%
增持
T
AT&T INC
+$21.7M
2,398,619
+97%
增持
CI
THE CIGNA GROUP
+$21.0M
137,139
+42%
减持
COGT
COGENT BIOSCIENCES INC
-$19.7M
316,000
-91%
减持
BSX
BOSTON SCIENTIFIC CORP
-$19.4M
303,035
-56%
增持
PEPG
PEPGEN INC
+$19.0M
1,520,932
+213%
建仓
FATE
FATE THERAPEUTICS INC
+$18.8M
2,562,852
增持
—
89BIO INC
+$18.7M
6,298,004
+29%
减持
—
INTRA-CELLULAR THERAPIES INC
-$17.1M
959,198
-18%
增持
—
KALVISTA PHARMACEUTICALS INC
+$16.8M
4,192,005
+56%
建仓
CRM
SALESFORCE INC
+$16.6M
55,050
减持
EYPT
EYEPOINT PHARMACEUTICALS INC
-$16.0M
3,763,888
-7%
建仓
SBUX
STARBUCKS CORP
+$15.8M
172,951
建仓
PINS
PINTEREST INC
+$13.7M
395,851
增持
AMD
ADVANCED MICRO DEVICES INC
+$12.5M
341,699
+2%
减持
—
MARINUS PHARMACEUTICALS INC
-$11.9M
5,108,520
-4%
减持
FULC
FULCRUM THERAPEUTICS INC
-$10.4M
2,848,486
-48%
建仓
—
IMMATICS N.V
+$9.9M
946,563
减持
ORCL
ORACLE CORP
-$9.2M
196,674
-39%
减持
GE
GENERAL ELECTRIC CO
-$9.0M
207,447
-42%
清仓
AGIO
AGIOS PHARMACEUTICALS INC
-$8.9M
0
-100%
减持
APO
APOLLO GLOBAL MGMT INC
-$8.7M
370,636
-31%
减持
AMZN
AMAZON COM INC
+$8.5M
356,962
-3%
建仓
—
REVANCE THERAPEUTICS INC
+$7.9M
1,600,000
清仓
ANAB
ANAPTYSBIO INC
-$7.6M
0
-100%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$6.8M
75,000
清仓
SANA
SANA BIOTECHNOLOGY INC
-$6.6M
0
-100%
减持
META
META PLATFORMS INC
+$6.4M
173,605
-21%
减持
MREO
MEREO BIOPHARMA GROUP PLC
-$5.0M
3,653,494
-50%
清仓
—
ASTRAZENECA PLC
-$4.7M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.4M
329,352
-15%
减持
GS
GOLDMAN SACHS GROUP INC
+$3.3M
109,890
-0%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$3.2M
7,970
-8%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$3.2M
78,502
-28%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$3.0M
32,660
+231%
减持
—
FERGUSON PLC NEW
+$3.0M
169,280
-4%
建仓
—
TOURMALINE BIO INC
+$2.9M
125,000
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$2.6M
1,964
清仓
INCY
INCYTE CORP
-$2.4M
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$1.9M
50,700
+123%
增持
SNY
SANOFI
+$1.7M
210,701
+23%
清仓
MRK
MERCK & CO INC
-$1.7M
0
-100%
清仓
PFE
PFIZER INC
-$1.4M
0
-100%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$1.4M
268,100
-46%
减持
ELV
ELEVANCE HEALTH INC
+$1.1M
50,925
-5%
建仓
HCA
HCA HEALTHCARE INC
+$1.1M
3,190
建仓
EW
EDWARDS LIFESCIENCES CORP
+$1.1M
11,100
增持
ISRG
INTUITIVE SURGICAL INC
+$1.0M
5,200
+69%
减持
MCK
MCKESSON CORP
+$1.0M
56,639
-11%
增持
AVTR
AVANTOR INC
+$964.0K
71,850
+88%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$895.9K
507,200
-17%
建仓
PTGX
PROTAGONIST THERAPEUTICS INC
+$882.4K
30,500
增持
UNH
UNITEDHEALTH GROUP INC
+$730.4K
15,123
+18%
建仓
HUM
HUMANA INC
+$676.1K
1,950
清仓
IDXX
IDEXX LABS INC
-$510.6K
0
-100%
建仓
RMD
RESMED INC
+$473.3K
2,390
建仓
IONS
IONIS PHARMACEUTICALS INC
+$468.2K
10,800
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$430.3K
3,260
建仓
ALGN
ALIGN TECHNOLOGY INC
+$360.7K
1,100
建仓
—
STERIS PLC
+$344.0K
1,530
建仓
BAX
BAXTER INTL INC
+$340.6K
7,970
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$299.1K
0
-100%
增持
MS
MORGAN STANLEY
+$271.9K
7,641
+59%
清仓
TECH
BIO-TECHNE CORP
-$200.6K
0
-100%
减持
GPN
GLOBAL PMTS INC
-$91.7K
106,094
-6%