Filed: 2/17/2026ACC: 0001172661-26-001088
📋 What this filing means
SUVRETTA CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 93 equity positions with a total reported market value of $4.88B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
93
Positions
$4.88B
Total AUM (reported)
214M
Total Shares
Allocation by class
COM$2.86B58.6%
TR UNIT$545.54M11.2%
COM NEW$467.23M9.6%
GENOMIC REV ETF$241.68M5.0%
SPONSORED ADS$226.15M4.6%
SHS$149.02M3.1%
CL A$144.08M3.0%
Portfolio Concentration
Top 3$1.13B23.2%
4–10$911.13M18.7%
11–25$1.33B27.2%
Rest$1.51B30.9%
Top 3 weight
23.2%
Top 10 weight
41.9%
Voting Authority Distribution
Total shares with voting rights: 214M
Sole
Full voting authority
214M
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)
Sole93
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings93
Rows:
SPDR S&P 500 ETF TR
SOLEShares800K
TypeSH
Market value$545.54M
11.17%
Sole
800K
Shared
0.00
None
0.00
ARCUTIS BIOTHERAPEUTICS INC
SOLEShares11.96M
TypeSH
Market value$347.43M
7.12%
Sole
11.96M
Shared
0.00
None
0.00
ARK ETF TR
SOLEShares8.34M
TypeSH
Market value$241.68M
4.95%
Sole
8.34M
Shared
0.00
None
0.00
BENITEC BIOPHARMA INC
SOLEShares11.55M
TypeSH
Market value$155.56M
3.19%
Sole
11.55M
Shared
0.00
None
0.00
LEGEND BIOTECH CORP
SOLEShares6.61M
TypeSH
Market value$143.67M
2.94%
Sole
6.61M
Shared
0.00
None
0.00
EYEPOINT INC
SOLEShares7.83M
TypeSH
Market value$143.01M
2.93%
Sole
7.83M
Shared
0.00
None
0.00
ARCUS BIOSCIENCES INC
SOLEShares5.19M
TypeSH
Market value$123.65M
2.53%
Sole
5.19M
Shared
0.00
None
0.00
IMMATICS N.V
SOLEShares11.19M
TypeSH
Market value$117.50M
2.41%
Sole
11.19M
Shared
0.00
None
0.00
BIOHAVEN LTD
SOLEShares10.29M
TypeSH
Market value$116.14M
2.38%
Sole
10.29M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares169.07K
TypeSH
Market value$111.60M
2.29%
Sole
169.07K
Shared
0.00
None
0.00
APELLIS PHARMACEUTICALS INC
SOLEShares4.14M
TypeSH
Market value$103.98M
2.13%
Sole
4.14M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares530.90K
TypeSH
Market value$99.01M
2.03%
Sole
530.90K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares1.38M
TypeSH
Market value$96.67M
1.98%
Sole
1.38M
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares310.26K
TypeSH
Market value$95.57M
1.96%
Sole
310.26K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares406.15K
TypeSH
Market value$93.75M
1.92%
Sole
406.15K
Shared
0.00
None
0.00
PALVELLA THERAPEUTICS INC NE
SOLEShares892.40K
TypeSH
Market value$93.41M
1.91%
Sole
892.40K
Shared
0.00
None
0.00
KURA ONCOLOGY INC
SOLEShares8.58M
TypeSH
Market value$89.10M
1.83%
Sole
8.58M
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares1.52M
TypeSH
Market value$83.47M
1.71%
Sole
1.52M
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares389.58K
TypeSH
Market value$83.43M
1.71%
Sole
389.58K
Shared
0.00
None
0.00
HIMS & HERS HEALTH INC
SOLEShares2.56M
TypeSH
Market value$83.10M
1.70%
Sole
2.56M
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares240.86K
TypeSH
Market value$82.88M
1.70%
Sole
240.86K
Shared
0.00
None
0.00
ARRIVENT BIOPHARMA INC
SOLEShares4.11M
TypeSH
Market value$82.61M
1.69%
Sole
4.11M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares271.40K
TypeSH
Market value$82.48M
1.69%
Sole
271.40K
Shared
0.00
None
0.00
SYSCO CORP
SOLEShares1.08M
TypeSH
Market value$79.86M
1.64%
Sole
1.08M
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares542.89K
TypeSH
Market value$78.59M
1.61%
Sole
542.89K
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 | $545.54M 11.17% | 800K | 0.00 | 0.00 |
ARCUTIS BIOTHERAPEUTICS INCSOLE | COM | 11.96M | SH | $347.43M 7.12% | 11.96M | 0.00 | 0.00 |
ARK ETF TRSOLE | GENOMIC REV ETF | 8.34M | SH | $241.68M 4.95% | 8.34M | 0.00 | 0.00 |
BENITEC BIOPHARMA INCSOLE | COM NEW | 11.55M | SH | $155.56M 3.19% | 11.55M | 0.00 | 0.00 |
LEGEND BIOTECH CORPSOLE | SPONSORED ADS | 6.61M | SH | $143.67M 2.94% | 6.61M | 0.00 | 0.00 |
EYEPOINT INCSOLE | COM NEW | 7.83M | SH | $143.01M 2.93% | 7.83M | 0.00 | 0.00 |
ARCUS BIOSCIENCES INCSOLE | COM | 5.19M | SH | $123.65M 2.53% | 5.19M | 0.00 | 0.00 |
IMMATICS N.VSOLE | SHS | 11.19M | SH | $117.50M 2.41% | 11.19M | 0.00 | 0.00 |
BIOHAVEN LTDSOLE | COM | 10.29M | SH | $116.14M 2.38% | 10.29M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 169.07K | SH | $111.60M 2.29% | 169.07K | 0.00 | 0.00 |
APELLIS PHARMACEUTICALS INCSOLE | COM | 4.14M | SH | $103.98M 2.13% | 4.14M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 530.90K | SH | $99.01M 2.03% | 530.90K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 1.38M | SH | $96.67M 1.98% | 1.38M | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 310.26K | SH | $95.57M 1.96% | 310.26K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 406.15K | SH | $93.75M 1.92% | 406.15K | 0.00 | 0.00 |
PALVELLA THERAPEUTICS INC NESOLE | COM | 892.40K | SH | $93.41M 1.91% | 892.40K | 0.00 | 0.00 |
KURA ONCOLOGY INCSOLE | COM | 8.58M | SH | $89.10M 1.83% | 8.58M | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 1.52M | SH | $83.47M 1.71% | 1.52M | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 389.58K | SH | $83.43M 1.71% | 389.58K | 0.00 | 0.00 |
HIMS & HERS HEALTH INCSOLE | COM CL A | 2.56M | SH | $83.10M 1.70% | 2.56M | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 240.86K | SH | $82.88M 1.70% | 240.86K | 0.00 | 0.00 |
ARRIVENT BIOPHARMA INCSOLE | COM | 4.11M | SH | $82.61M 1.69% | 4.11M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 271.40K | SH | $82.48M 1.69% | 271.40K | 0.00 | 0.00 |
SYSCO CORPSOLE | COM | 1.08M | SH | $79.86M 1.64% | 1.08M | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 542.89K | SH | $78.59M 1.61% | 542.89K | 0.00 | 0.00 |
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