Filed: 11/14/2025ACC: 0001172661-25-004838
📋 What this filing means
SUVRETTA CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 92 equity positions with a total reported market value of $3.91B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
92
Positions
$3.91B
Total AUM (reported)
193M
Total Shares
Allocation by class
COM$2.30B58.8%
TR UNIT$532.94M13.6%
COM NEW$339.33M8.7%
SPONSORED ADS$201.92M5.2%
CL A$161.76M4.1%
SHS$104.88M2.7%
COMMON STOCK NEW$68.78M1.8%
Portfolio Concentration
Top 3$869.02M22.2%
4–10$754.33M19.3%
11–25$1.06B27.1%
Rest$1.23B31.4%
Top 3 weight
22.2%
Top 10 weight
41.6%
Voting Authority Distribution
Total shares with voting rights: 193M
Sole
Full voting authority
193M
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)
Sole92
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings92
Rows:
SPDR S&P 500 ETF TR
SOLEShares800K
TypeSH
Market value$532.94M
13.64%
Sole
800K
Shared
0.00
None
0.00
ARCUTIS BIOTHERAPEUTICS INC
SOLEShares10.48M
TypeSH
Market value$197.51M
5.06%
Sole
10.48M
Shared
0.00
None
0.00
BENITEC BIOPHARMA INC
SOLEShares9.88M
TypeSH
Market value$138.57M
3.55%
Sole
9.88M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares170.97K
TypeSH
Market value$125.56M
3.21%
Sole
170.97K
Shared
0.00
None
0.00
LEGEND BIOTECH CORP
SOLEShares3.82M
TypeSH
Market value$124.51M
3.19%
Sole
3.82M
Shared
0.00
None
0.00
89BIO INC
SOLEShares8.28M
TypeSH
Market value$121.72M
3.12%
Sole
8.28M
Shared
0.00
None
0.00
IMMATICS N.V
SOLEShares12.03M
TypeSH
Market value$102.50M
2.62%
Sole
12.03M
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares1.46M
TypeSH
Market value$96.50M
2.47%
Sole
1.46M
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares310.26K
TypeSH
Market value$93.33M
2.39%
Sole
310.26K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares483.54K
TypeSH
Market value$90.22M
2.31%
Sole
483.54K
Shared
0.00
None
0.00
EYEPOINT PHARMACEUTICALS INC
SOLEShares6.19M
TypeSH
Market value$88.18M
2.26%
Sole
6.19M
Shared
0.00
None
0.00
BIOHAVEN LTD
SOLEShares5.62M
TypeSH
Market value$84.36M
2.16%
Sole
5.62M
Shared
0.00
None
0.00
MINERALYS THERAPEUTICS INC
SOLEShares2.13M
TypeSH
Market value$80.85M
2.07%
Sole
2.13M
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares197.31K
TypeSH
Market value$79.95M
2.05%
Sole
197.31K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares277.20K
TypeSH
Market value$77.42M
1.98%
Sole
277.20K
Shared
0.00
None
0.00
KURA ONCOLOGY INC
SOLEShares8.12M
TypeSH
Market value$71.83M
1.84%
Sole
8.12M
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares306.26K
TypeSH
Market value$68.78M
1.76%
Sole
306.26K
Shared
0.00
None
0.00
ARRIVENT BIOPHARMA INC
SOLEShares3.70M
TypeSH
Market value$68.33M
1.75%
Sole
3.70M
Shared
0.00
None
0.00
KEURIG DR PEPPER INC
SOLEShares2.57M
TypeSH
Market value$65.56M
1.68%
Sole
2.57M
Shared
0.00
None
0.00
APELLIS PHARMACEUTICALS INC
SOLEShares2.88M
TypeSH
Market value$65.13M
1.67%
Sole
2.88M
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares398.80K
TypeSH
Market value$64.52M
1.65%
Sole
398.80K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares226.32K
TypeSH
Market value$63.65M
1.63%
Sole
226.32K
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares2.02M
TypeSH
Market value$60.73M
1.55%
Sole
2.02M
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares1.16M
TypeSH
Market value$59.86M
1.53%
Sole
1.16M
Shared
0.00
None
0.00
KALVISTA PHARMACEUTICALS INC
SOLEShares4.77M
TypeSH
Market value$58.08M
1.49%
Sole
4.77M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 800K | SH | $532.94M 13.64% | 800K | 0.00 | 0.00 |
ARCUTIS BIOTHERAPEUTICS INCSOLE | COM | 10.48M | SH | $197.51M 5.06% | 10.48M | 0.00 | 0.00 |
BENITEC BIOPHARMA INCSOLE | COM NEW | 9.88M | SH | $138.57M 3.55% | 9.88M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 170.97K | SH | $125.56M 3.21% | 170.97K | 0.00 | 0.00 |
LEGEND BIOTECH CORPSOLE | SPONSORED ADS | 3.82M | SH | $124.51M 3.19% | 3.82M | 0.00 | 0.00 |
89BIO INCSOLE | COM | 8.28M | SH | $121.72M 3.12% | 8.28M | 0.00 | 0.00 |
IMMATICS N.VSOLE | SHS | 12.03M | SH | $102.50M 2.62% | 12.03M | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 1.46M | SH | $96.50M 2.47% | 1.46M | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 310.26K | SH | $93.33M 2.39% | 310.26K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 483.54K | SH | $90.22M 2.31% | 483.54K | 0.00 | 0.00 |
EYEPOINT PHARMACEUTICALS INCSOLE | COM NEW | 6.19M | SH | $88.18M 2.26% | 6.19M | 0.00 | 0.00 |
BIOHAVEN LTDSOLE | COM | 5.62M | SH | $84.36M 2.16% | 5.62M | 0.00 | 0.00 |
MINERALYS THERAPEUTICS INCSOLE | COM | 2.13M | SH | $80.85M 2.07% | 2.13M | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 197.31K | SH | $79.95M 2.05% | 197.31K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 277.20K | SH | $77.42M 1.98% | 277.20K | 0.00 | 0.00 |
KURA ONCOLOGY INCSOLE | COM | 8.12M | SH | $71.83M 1.84% | 8.12M | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 306.26K | SH | $68.78M 1.76% | 306.26K | 0.00 | 0.00 |
ARRIVENT BIOPHARMA INCSOLE | COM | 3.70M | SH | $68.33M 1.75% | 3.70M | 0.00 | 0.00 |
KEURIG DR PEPPER INCSOLE | COM | 2.57M | SH | $65.56M 1.68% | 2.57M | 0.00 | 0.00 |
APELLIS PHARMACEUTICALS INCSOLE | COM | 2.88M | SH | $65.13M 1.67% | 2.88M | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 398.80K | SH | $64.52M 1.65% | 398.80K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 226.32K | SH | $63.65M 1.63% | 226.32K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 2.02M | SH | $60.73M 1.55% | 2.02M | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 1.16M | SH | $59.86M 1.53% | 1.16M | 0.00 | 0.00 |
KALVISTA PHARMACEUTICALS INCSOLE | COM | 4.77M | SH | $58.08M 1.49% | 4.77M | 0.00 | 0.00 |
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