Filed: 5/15/2025ACC: 0001172661-25-002306
📋 What this filing means
SUVRETTA CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $2.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
100
Positions
$2.69B
Total AUM (reported)
168.29M
Total Shares
Allocation by class
COM$1.68B62.3%
COM NEW$229.15M8.5%
TR UNIT$223.76M8.3%
SPONSORED ADS$185.42M6.9%
CL A$148.98M5.5%
COM PAR $.01$113.85M4.2%
SHS$43.45M1.6%
Portfolio Concentration
Top 3$537.52M19.9%
4–10$743.12M27.6%
11–25$710.26M26.4%
Rest$703.99M26.1%
Top 3 weight
19.9%
Top 10 weight
47.5%
Voting Authority Distribution
Total shares with voting rights: 168.29M
Sole
Full voting authority
168.29M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole100
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings100
Rows:
SPDR S&P 500 ETF TR
SOLEShares400K
TypeSH
Market value$223.76M
8.30%
Sole
400K
Shared
0.00
None
0.00
ARCUTIS BIOTHERAPEUTICS INC
SOLEShares11.42M
TypeSH
Market value$178.66M
6.63%
Sole
11.42M
Shared
0.00
None
0.00
BIOHAVEN LTD
SOLEShares5.62M
TypeSH
Market value$135.11M
5.01%
Sole
5.62M
Shared
0.00
None
0.00
BENITEC BIOPHARMA INC
SOLEShares9.88M
TypeSH
Market value$128.49M
4.77%
Sole
9.88M
Shared
0.00
None
0.00
LEGEND BIOTECH CORP
SOLEShares3.75M
TypeSH
Market value$127.24M
4.72%
Sole
3.75M
Shared
0.00
None
0.00
INSMED INC
SOLEShares1.49M
TypeSH
Market value$113.85M
4.22%
Sole
1.49M
Shared
0.00
None
0.00
89BIO INC
SOLEShares14.34M
TypeSH
Market value$104.22M
3.87%
Sole
14.34M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares179.66K
TypeSH
Market value$103.55M
3.84%
Sole
179.66K
Shared
0.00
None
0.00
INTRA-CELLULAR THERAPIES INC
SOLEShares700.90K
TypeSH
Market value$92.46M
3.43%
Sole
700.90K
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares2.02M
TypeSH
Market value$73.31M
2.72%
Sole
2.02M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares180.13K
TypeSH
Market value$67.62M
2.51%
Sole
180.13K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares354.36K
TypeSH
Market value$67.42M
2.50%
Sole
354.36K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares350.51K
TypeSH
Market value$58.19M
2.16%
Sole
350.51K
Shared
0.00
None
0.00
KALVISTA PHARMACEUTICALS INC
SOLEShares4.91M
TypeSH
Market value$56.70M
2.10%
Sole
4.91M
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares396.54K
TypeSH
Market value$54.30M
2.02%
Sole
396.54K
Shared
0.00
None
0.00
KURA ONCOLOGY INC
SOLEShares7.44M
TypeSH
Market value$49.10M
1.82%
Sole
7.44M
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares245.22K
TypeSH
Market value$43.97M
1.63%
Sole
245.22K
Shared
0.00
None
0.00
ARRIVENT BIOPHARMA INC
SOLEShares2.34M
TypeSH
Market value$43.22M
1.60%
Sole
2.34M
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares404.01K
TypeSH
Market value$41.51M
1.54%
Sole
404.01K
Shared
0.00
None
0.00
IMMATICS N.V
SOLEShares9.14M
TypeSH
Market value$41.20M
1.53%
Sole
9.14M
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares200.66K
TypeSH
Market value$40.16M
1.49%
Sole
200.66K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares352.76K
TypeSH
Market value$38.23M
1.42%
Sole
352.76K
Shared
0.00
None
0.00
EYEPOINT PHARMACEUTICALS INC
SOLEShares6.80M
TypeSH
Market value$36.88M
1.37%
Sole
6.80M
Shared
0.00
None
0.00
APELLIS PHARMACEUTICALS INC
SOLEShares1.65M
TypeSH
Market value$36.01M
1.34%
Sole
1.65M
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares97.57K
TypeSH
Market value$35.76M
1.33%
Sole
97.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 400K | SH | $223.76M 8.30% | 400K | 0.00 | 0.00 |
ARCUTIS BIOTHERAPEUTICS INCSOLE | COM | 11.42M | SH | $178.66M 6.63% | 11.42M | 0.00 | 0.00 |
BIOHAVEN LTDSOLE | COM | 5.62M | SH | $135.11M 5.01% | 5.62M | 0.00 | 0.00 |
BENITEC BIOPHARMA INCSOLE | COM NEW | 9.88M | SH | $128.49M 4.77% | 9.88M | 0.00 | 0.00 |
LEGEND BIOTECH CORPSOLE | SPONSORED ADS | 3.75M | SH | $127.24M 4.72% | 3.75M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 1.49M | SH | $113.85M 4.22% | 1.49M | 0.00 | 0.00 |
89BIO INCSOLE | COM | 14.34M | SH | $104.22M 3.87% | 14.34M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 179.66K | SH | $103.55M 3.84% | 179.66K | 0.00 | 0.00 |
INTRA-CELLULAR THERAPIES INCSOLE | COM | 700.90K | SH | $92.46M 3.43% | 700.90K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 2.02M | SH | $73.31M 2.72% | 2.02M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 180.13K | SH | $67.62M 2.51% | 180.13K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 354.36K | SH | $67.42M 2.50% | 354.36K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 350.51K | SH | $58.19M 2.16% | 350.51K | 0.00 | 0.00 |
KALVISTA PHARMACEUTICALS INCSOLE | COM | 4.91M | SH | $56.70M 2.10% | 4.91M | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 396.54K | SH | $54.30M 2.02% | 396.54K | 0.00 | 0.00 |
KURA ONCOLOGY INCSOLE | COM | 7.44M | SH | $49.10M 1.82% | 7.44M | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 245.22K | SH | $43.97M 1.63% | 245.22K | 0.00 | 0.00 |
ARRIVENT BIOPHARMA INCSOLE | COM | 2.34M | SH | $43.22M 1.60% | 2.34M | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 404.01K | SH | $41.51M 1.54% | 404.01K | 0.00 | 0.00 |
IMMATICS N.VSOLE | SHS | 9.14M | SH | $41.20M 1.53% | 9.14M | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 200.66K | SH | $40.16M 1.49% | 200.66K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 352.76K | SH | $38.23M 1.42% | 352.76K | 0.00 | 0.00 |
EYEPOINT PHARMACEUTICALS INCSOLE | COM NEW | 6.80M | SH | $36.88M 1.37% | 6.80M | 0.00 | 0.00 |
APELLIS PHARMACEUTICALS INCSOLE | COM | 1.65M | SH | $36.01M 1.34% | 1.65M | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 97.57K | SH | $35.76M 1.33% | 97.57K | 0.00 | 0.00 |
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