Suvretta Capital Management, LLC Top Holdings and 13F Report (2026) About Suvretta Capital Management, LLCInvestment ActivitySuvretta Capital Management, LLC has $3.92 billion in total holdings as of March 31, 2026.Suvretta Capital Management, LLC owns shares of 89 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 19.47% of the portfolio was purchased this quarter.About 40.92% of the portfolio was sold this quarter.This quarter, Suvretta Capital Management, LLC has purchased 93 new stocks and bought additional shares in 23 stocks.Suvretta Capital Management, LLC sold shares of 16 stocks and completely divested from 19 stocks this quarter.Largest Holdings Arcutis Biotherapeutics $290,424,120VERADERMICS INC $263,270,456SPDR S&P 500 ETF Trust $227,619,000PALVELLA THERAPEUTICS INC NE $143,783,276Apellis Pharmaceuticals $141,548,088 Largest New Holdings this Quarter 922967104 - VERADERMICS INC $263,270,456 Holding929160109 - Vulcan Materials $49,448,046 Holding22663K107 - Crinetics Pharmaceuticals $37,913,685 Holding912008109 - US Foods $36,512,394 Holding71377A103 - Performance Food Group $33,140,569 Holding Largest Purchases this Quarter VERADERMICS INC 4,168,970 shares (about $263.27M)Capricor Therapeutics 2,032,990 shares (about $61.80M)Vulcan Materials 181,594 shares (about $49.45M)Crinetics Pharmaceuticals 1,043,879 shares (about $37.91M)US Foods 395,970 shares (about $36.51M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 450,000 shares (about $292.65M)Erasca 11,067,037 shares (about $179.06M)Microsoft 154,725 shares (about $57.27M)Danaher 207,920 shares (about $39.42M)Tesla 86,075 shares (about $32.00M) 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 PortfolioSectorARQTArcutis Biotherapeutics$290,424,120$8,552,280 â–²3.0%12,327,0007.4%MedicalVERADERMICS INC$263,270,456$263,270,456 â–²New Holding4,168,9706.7%COMMON STOCKSPYSPDR S&P 500 ETF Trust$227,619,000$292,653,000 â–¼-56.3%350,0005.8%FinancePALVELLA THERAPEUTICS INC NE$143,783,276$32,545,616 â–²29.3%1,153,4963.7%COMAPLSApellis Pharmaceuticals$141,548,088$24,981,020 â–¼-15.0%3,518,4713.6%MedicalLEGNLegend Biotech$137,140,815$17,590,716 â–²14.7%7,581,0293.5%MedicalBENITEC BIOPHARMA INC$122,989,9380.0%11,548,3513.1%COM NEWCAPRCapricor Therapeutics$116,085,440$61,802,896 â–²113.9%3,818,6003.0%MedicalIMTXImmatics$110,110,8690.0%11,190,1292.8%MedicalRCUSArcus Biosciences$108,669,449$3,409,884 â–¼-3.0%5,030,9932.8%MedicalEYPTEyepoint Pharmaceuticals$106,940,274$6,041,414 â–²6.0%8,296,3752.7%MedicalARRIVENT BIOPHARMA INC$101,532,985$6,806,757 â–²7.2%4,401,0832.6%COMTSMTaiwan Semiconductor Manufacturing$100,948,031$9,228,063 â–²10.1%298,7072.6%Computer and TechnologyNVDANVIDIA$100,220,006$7,631,046 â–²8.2%574,6562.6%Computer and TechnologyMETAMeta Platforms$97,094,466$365,019 â–²0.4%169,7072.5%Computer and TechnologyKALVKalVista Pharmaceuticals$95,994,1730.0%4,768,7122.5%MedicalGEGE Aerospace$88,043,0480.0%310,2622.2%AerospaceBHVNBiohaven$87,027,4870.0%10,286,9372.2%MedicalSYYSysco$82,682,597$5,375,857 â–²7.0%1,159,1562.1%Consumer StaplesMGMMGM Resorts International$79,897,188$35,408,577 â–²79.6%2,158,8002.0%Consumer DiscretionaryCMPXCompass Therapeutics$75,686,035$661,250 â–²0.9%14,307,3791.9%MedicalHDHome Depot$72,878,735$6,338,039 â–¼-8.0%221,5901.9%Retail/WholesaleKURAKura Oncology$69,718,1810.0%8,575,4221.8%MedicalGLUEMonte Rosa Therapeutics$69,531,008$14,259,008 â–²25.8%4,226,8091.8%MedicalBACBank of America$63,143,194$10,841,269 â–¼-14.7%1,295,2451.6%FinanceERASErasca$55,577,766$179,064,658 â–¼-76.3%3,434,9671.4%MedicalCOFCapital One Financial$55,166,832$23,794,345 â–²75.8%302,4001.4%FinanceZURAZura Bio$53,948,656$20,825,000 â–²62.9%9,067,0011.4%MedicalAMZNAmazon.com$52,902,454$31,685,573 â–¼-37.5%254,0091.4%Retail/WholesaleAMDAdvanced Micro Devices$52,330,333$26,921,112 â–¼-34.0%257,2401.3%Computer and TechnologyFULCFulcrum Therapeutics$50,323,7210.0%6,561,1111.3%MedicalVMCVulcan Materials$49,448,046$49,448,046 â–²New Holding181,5941.3%ConstructionFERGUSON ENTERPRISES INC$49,427,794$12,295,135 â–²33.1%211,9001.3%COMMON STOCK NEWAPOApollo Global Management$43,197,534$17,291,270 â–¼-28.6%387,7001.1%FinanceMLYSMineralys Therapeutics$41,682,3540.0%1,538,6621.1%MedicalCRNXCrinetics Pharmaceuticals$37,913,685$37,913,685 â–²New Holding1,043,8791.0%MedicalCONTINEUM THERAPEUTICS INC$37,107,8220.0%2,841,3340.9%CL AUSFDUS Foods$36,512,394$36,512,394 â–²New Holding395,9700.9%Consumer StaplesPFGCPerformance Food Group$33,140,569$33,140,569 â–²New Holding386,8850.8%Retail/WholesaleREPLReplimune Group$32,297,045$32,021,354 â–²11,615.0%4,221,8360.8%MedicalMSOSAdvisorShares Pure US Cannabis ETF$32,114,010$1,336,930 â–²4.3%9,046,2000.8%ETFAURAAura Biosciences$29,254,5940.0%4,372,8840.7%MedicalUNHUnitedHealth Group$27,229,472$2,892,607 â–¼-9.6%100,6300.7%MedicalPROKIDNEY CORP$22,090,8660.0%12,341,2660.6%SHS CL ALTHLife Time Group$13,748,802$13,748,802 â–²New Holding510,3490.4%Consumer DiscretionaryAADIAadi Bioscience$12,765,0000.0%3,700,0000.3%MedicalABEOAbeona Therapeutics$11,988,4800.0%2,676,0000.3%MedicalWINGWingstop$9,220,715$9,220,715 â–²New Holding59,5000.2%Retail/WholesaleMOLNMolecular Partners$8,817,1100.0%2,221,4940.2%MedicalBSXBoston Scientific$7,777,298$14,408,655 â–¼-64.9%123,9410.2%MedicalLEXEO THERAPEUTICS INC$7,175,0000.0%1,250,0000.2%COMCOHRCoherent$7,146,300$25,710,005 â–¼-78.2%30,0000.2%Business ServicesIFRXInflaRx$7,096,0890.0%7,933,9100.2%MedicalDHRDanaher$6,897,648$39,421,632 â–¼-85.1%36,3800.2%MedicalABTAbbott Laboratories$6,870,676$1,632,453 â–²31.2%66,9200.2%MedicalTMOThermo Fisher Scientific$6,586,5020.0%13,4000.2%MedicalMDTMedtronic$6,261,329$4,089,880 â–²188.3%72,2600.2%MedicalJNJJohnson & Johnson$5,719,896$18,427,354 â–¼-76.3%23,4000.1%MedicalKEZAR LIFE SCIENCES INC$5,318,3520.0%716,7590.1%COM NEWISRGIntuitive Surgical$5,209,187$2,812,039 â–²117.3%11,3000.1%MedicalANTERIS TECHNOLOGIES GLOBAL$4,717,500$4,717,500 â–²New Holding850,0000.1%COMCORCencora$3,922,9800.0%12,4880.1%MedicalSATELLOS BIOSCIENCE INC$2,674,250$2,674,250 â–²New Holding475,0000.1%COMMTDMettler-Toledo International$2,476,9970.0%1,9640.1%MedicalNTRANatera$2,019,8990.0%10,1000.1%MedicalDXCMDexCom$1,989,5040.0%31,6800.1%MedicalSYKStryker$1,925,5370.0%5,8600.0%MedicalTSLATesla$1,924,550$31,998,385 â–¼-94.3%5,1770.0%Auto/Tires/TrucksTALEN ENERGY CORP$1,905,803$1,905,803 â–²New Holding5,9700.0%COMMEDLINE INC$1,891,2500.0%42,5000.0%COM CL AMSFTMicrosoft$1,839,745$57,274,556 â–¼-96.9%4,9700.0%Computer and TechnologyMCKMcKesson$1,583,6090.0%1,8300.0%MedicalHCAHCA Healthcare$1,509,6360.0%3,1900.0%MedicalEWEdwards Lifesciences$1,497,496$608,608 â–²68.5%18,7000.0%MedicalIQVIQVIA$1,223,6250.0%7,1750.0%MedicalGWWW.W. Grainger$1,090,810$1,090,810 â–²New Holding1,0000.0%IndustrialsSENSEI BIOTHERAPEUTICS INC$1,088,984$1,088,984 â–²New Holding34,5490.0%COM NEWWATWaters$960,405$22,335 â–²2.4%3,2250.0%MedicalVSTVistra$901,980$901,980 â–²New Holding6,0000.0%UtilitiesIONSIonis Pharmaceuticals$810,9720.0%10,8000.0%MedicalAAgilent Technologies$568,7600.0%4,9900.0%MedicalRMDResMed$536,5070.0%2,3900.0%MedicalSPOTSpotify Technology$533,401$533,401 â–²New Holding1,1000.0%Computer and TechnologyVERALTO CORP$484,1000.0%5,4750.0%COM SHSRBLXRoblox$476,235$476,235 â–²New Holding8,4200.0%Consumer DiscretionarySRPTSarepta Therapeutics$389,2430.0%17,8880.0%MedicalSTESTERIS$338,3290.0%1,5300.0%MedicalVRDNViridian Therapeutics$326,6520.0%16,7000.0%MedicalZBHZimmer Biomet$294,7690.0%3,2600.0%MedicalARKGARK Genomic Revolution ETF$0$241,676,431 â–¼-100.0%00.0%ETFKOCocaCola$0$96,668,053 â–¼-100.0%00.0%Consumer StaplesHIMSHims & Hers Health$0$83,103,718 â–¼-100.0%00.0%MedicalNOWServiceNow$0$59,659,080 â–¼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$52,955,509 â–¼-100.0%00.0%Computer and TechnologyRAREUltragenyx Pharmaceutical$0$46,437,000 â–¼-100.0%00.0%MedicalORCLOracle$0$44,111,641 â–¼-100.0%00.0%Computer and TechnologyQUREuniQure$0$29,116,445 â–¼-100.0%00.0%MedicalCMGChipotle Mexican Grill$0$25,393,100 â–¼-100.0%00.0%Retail/WholesaleTNGXTango Therapeutics$0$23,587,331 â–¼-100.0%00.0%MedicalBIIBBiogen$0$23,281,717 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. 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