Suvretta Capital Management, LLC Top Holdings and 13F Report (2025) About Suvretta Capital Management, LLCInvestment ActivitySuvretta Capital Management, LLC has $2.69 billion in total holdings as of March 31, 2025.Suvretta Capital Management, LLC owns shares of 100 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 18.54% of the portfolio was purchased this quarter.About 19.55% of the portfolio was sold this quarter.This quarter, Suvretta Capital Management, LLC has purchased 96 new stocks and bought additional shares in 29 stocks.Suvretta Capital Management, LLC sold shares of 14 stocks and completely divested from 12 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $223,756,000Arcutis Biotherapeutics $178,655,376Biohaven $135,111,315BENITEC BIOPHARMA INC $128,493,343Legend Biotech $127,236,312 Largest New Holdings this Quarter 437076102 - Home Depot $35,758,796 Holding060505104 - Bank of America $31,460,789 Holding169656105 - Chipotle Mexican Grill $27,090,303 Holding603170101 - Mineralys Therapeutics $26,484,013 Holding833445109 - Snowflake $20,153,418 Holding Largest Purchases this Quarter Home Depot 97,571 shares (about $35.76M)Ultragenyx Pharmaceutical 873,186 shares (about $31.62M)Bank of America 753,913 shares (about $31.46M)89BIO 4,132,548 shares (about $30.04M)SPDR S&P 500 ETF Trust 50,000 shares (about $27.97M) Largest Sales this Quarter Intra-Cellular Therapies 738,122 shares (about $97.37M)CocaCola 722,133 shares (about $51.72M)CRH PLC 422,344 shares (about $37.15M)The Goldman Sachs Group 48,660 shares (about $26.58M)UnitedHealth Group 45,298 shares (about $23.72M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSuvretta Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$223,756,000$27,969,500 ▲14.3%400,0008.3%FinanceARQTArcutis Biotherapeutics$178,655,376$372,858 ▲0.2%11,422,9786.6%MedicalBHVNBiohaven$135,111,3150.0%5,620,2715.0%MedicalBENITEC BIOPHARMA INC$128,493,343$11,923,626 ▲10.2%9,876,5064.8%COM NEWLEGNLegend Biotech$127,236,312$8,609,093 ▲7.3%3,749,9654.7%MedicalINSMInsmed$113,853,899$9,092,090 ▼-7.4%1,492,3834.2%MedicalETNB89BIO$104,217,224$30,043,624 ▲40.5%14,335,2443.9%MedicalMETAMeta Platforms$103,551,143$5,375,133 ▲5.5%179,6643.8%Computer and TechnologyITCIIntra-Cellular Therapies$92,463,256$97,373,055 ▼-51.3%700,9043.4%MedicalRAREUltragenyx Pharmaceutical$73,307,145$31,618,065 ▲75.8%2,024,5002.7%MedicalMSFTMicrosoft$67,617,124$23,172,074 ▲52.1%180,1252.5%Computer and TechnologyAMZNAmazon.com$67,419,773$585,050 ▲0.9%354,3562.5%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$58,185,324$763,932 ▲1.3%350,5142.2%Computer and TechnologyKALVKalVista Pharmaceuticals$56,696,1580.0%4,913,0122.1%MedicalAPOApollo Global Management$54,302,188$9,257,144 ▼-14.6%396,5402.0%FinanceKURAKura Oncology$49,099,109$15,594,552 ▲46.5%7,439,2591.8%MedicalCOFCapital One Financial$43,968,305$1,151,106 ▼-2.6%245,2221.6%FinanceARRIVENT BIOPHARMA INC$43,220,301$1,691,761 ▲4.1%2,337,4961.6%COMAMDAdvanced Micro Devices$41,507,782$6,841,765 ▲19.7%404,0081.5%Computer and TechnologyIMTXImmatics$41,198,981$18,354,582 ▲80.3%9,135,0291.5%MedicalGEGE Aerospace$40,162,4990.0%200,6621.5%AerospaceNVDANVIDIA$38,232,671$18,642,336 ▲95.2%352,7651.4%Computer and TechnologyEYPTEyepoint Pharmaceuticals$36,878,173$113,820 ▲0.3%6,804,0911.4%MedicalAPLSApellis Pharmaceuticals$36,011,470$18,664,470 ▲107.6%1,646,6151.3%MedicalHDHome Depot$35,758,796$35,758,796 ▲New Holding97,5711.3%Retail/WholesaleORCLOracle$31,641,5200.0%226,3181.2%Computer and TechnologyTSLATesla$31,621,667$10,784,684 ▼-25.4%122,0161.2%Auto/Tires/TrucksBACBank of America$31,460,789$31,460,789 ▲New Holding753,9131.2%FinanceKOCocaCola$29,773,866$51,719,165 ▼-63.5%415,7201.1%Consumer StaplesCMGChipotle Mexican Grill$27,090,303$27,090,303 ▲New Holding539,5401.0%Retail/WholesaleMLYSMineralys Therapeutics$26,484,013$26,484,013 ▲New Holding1,667,7591.0%MedicalBSXBoston Scientific$26,440,547$13,677,310 ▼-34.1%262,0991.0%MedicalUALUnited Airlines$25,298,194$11,443,311 ▲82.6%366,3750.9%TransportationRCKTRocket Pharmaceuticals$23,358,340$6,236,777 ▲36.4%3,502,0000.9%MedicalFERGUSON ENTERPRISES INC$20,817,723$18,523,550 ▼-47.1%129,9240.8%COMMON STOCK NEWSNOWSnowflake$20,153,418$20,153,418 ▲New Holding137,8860.7%Computer and TechnologyRCUSArcus Biosciences$20,103,096$15,580,271 ▲344.5%2,560,9040.7%MedicalPALVELLA THERAPEUTICS INC NE$19,997,8190.0%714,4630.7%COMDDOGDatadog$18,178,348$672,743 ▲3.8%183,2310.7%Computer and TechnologyJNJJohnson & Johnson$18,140,574$5,074,704 ▼-21.9%109,3860.7%MedicalABEOAbeona Therapeutics$17,542,9940.0%3,685,5030.7%MedicalERASErasca$16,871,5550.0%12,315,0040.6%MedicalBIIBBiogen$16,521,514$725,252 ▲4.6%120,7360.6%MedicalCZRCaesars Entertainment$16,312,325$2,997,975 ▼-15.5%652,4930.6%Consumer DiscretionaryAURAAura Biosciences$16,008,852$16,008,852 ▲New Holding2,731,8860.6%MedicalUNHUnitedHealth Group$15,660,125$23,724,828 ▼-60.2%29,9000.6%MedicalTTWOTake-Two Interactive Software$15,004,900$15,004,900 ▲New Holding72,4000.6%Consumer DiscretionaryMRNAModerna$14,661,571$14,661,571 ▲New Holding517,1630.5%MedicalFULCFulcrum Therapeutics$14,594,095$4,979,313 ▲51.8%5,067,3940.5%MedicalGSThe Goldman Sachs Group$13,951,154$26,582,471 ▼-65.6%25,5380.5%FinanceRBLXRoblox$13,273,216$13,273,216 ▲New Holding227,7100.5%Consumer DiscretionaryMRKMerck & Co., Inc.$12,934,416$8,177,136 ▲171.9%144,1000.5%MedicalCONTINEUM THERAPEUTICS INC$12,005,6000.0%1,720,0000.4%CL APROKProKidney$10,813,4170.0%12,341,2660.4%MedicalMOLNMolecular Partners$8,619,6190.0%2,221,4940.3%MedicalABTAbbott Laboratories$7,802,473$3,356,045 ▲75.5%58,8200.3%MedicalGLUEMonte Rosa Therapeutics$7,256,0230.0%1,563,7980.3%MedicalUUnity Software$6,651,980$6,651,980 ▲New Holding339,5600.2%Computer and TechnologyIFRXInflaRx$6,613,588$765,000 ▲13.1%6,483,9100.2%MedicalAADIAadi Bioscience$6,586,000$6,586,000 ▲New Holding3,700,0000.2%MedicalZURAZura Bio$6,270,6110.0%4,860,9390.2%MedicalBIOAGE LABS INC$5,460,7830.0%1,452,3360.2%COMSTROSutro Biopharma$4,855,0990.0%7,462,4950.2%MedicalSNYSanofi$4,642,057$2,650,988 ▼-36.3%83,7010.2%MedicalEXASExact Sciences$4,073,5890.0%94,1000.2%MedicalIRONDisc Medicine$3,971,200$3,971,200 ▲New Holding80,0000.1%MedicalTMOThermo Fisher Scientific$3,931,0400.0%7,9000.1%MedicalKEZAR LIFE SCIENCES INC$3,497,7840.0%716,7590.1%COM NEWCORCencora$3,472,7880.0%12,4880.1%MedicalDHRDanaher$2,788,0000.0%13,6000.1%MedicalELANElanco Animal Health$2,662,8000.0%253,6000.1%MedicalISRGIntuitive Surgical$2,575,4040.0%5,2000.1%MedicalALNYAlnylam Pharmaceuticals$2,530,087$2,530,087 ▲New Holding9,3700.1%MedicalAARDVARK THERAPEUTICS INC$2,346,875$2,346,875 ▲New Holding312,5000.1%COMPEPGPepGen$2,333,609$683,688 ▲41.4%1,660,9320.1%MedicalMTDMettler-Toledo International$2,319,3070.0%1,9640.1%MedicalMDTMedtronic$2,251,892$682,936 ▲43.5%25,0600.1%MedicalSYKStryker$2,181,385$558,375 ▲34.4%5,8600.1%MedicalDXCMDexCom$2,163,4270.0%31,6800.1%MedicalTRVITrevi Therapeutics$2,139,632$2,139,632 ▲New Holding340,1640.1%MedicalNTRANatera$1,428,2410.0%10,1000.1%MedicalORICOric Pharmaceuticals$1,422,900$1,422,900 ▲New Holding255,0000.1%MedicalIQVIQVIA$1,264,9530.0%7,1750.0%MedicalCRH PLC$1,235,979$37,153,617 ▼-96.8%14,0500.0%ORDMCKMcKesson$1,231,5720.0%1,8300.0%MedicalELVElevance Health$1,191,7900.0%2,7400.0%MedicalAVTRAvantor$1,164,6890.0%71,8500.0%MedicalWATWaters$1,160,9960.0%3,1500.0%MedicalSRPTSarepta Therapeutics$1,141,6120.0%17,8880.0%MedicalHCAHCA Healthcare$1,102,3050.0%3,1900.0%MedicalGLPGGalapagos$932,2280.0%37,1110.0%MedicalEWEdwards Lifesciences$804,5280.0%11,1000.0%MedicalAAgilent Technologies$583,7300.0%4,9900.0%MedicalRMDResMed$535,0020.0%2,3900.0%MedicalVERALTO CORP$533,5390.0%5,4750.0%COM SHSZBHZimmer Biomet$368,9670.0%3,2600.0%MedicalSTESTERIS$346,7750.0%1,5300.0%MedicalIONSIonis Pharmaceuticals$325,8360.0%10,8000.0%MedicalBAXBaxter International$272,8130.0%7,9700.0%MedicalPACS GROUP INC$224,8000.0%20,0000.0%COM SHSShowing largest 100 holdings. 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