Filed: 5/15/2026ACC: 0001172661-26-002340
📋 What this filing means
SUVRETTA CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 89 equity positions with a total reported market value of $3.92B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
89
Positions
$3.92B
Total AUM (reported)
199.72M
Total Shares
Allocation by class
COM$2.29B58.6%
COM NEW$457.66M11.7%
COMMON STOCK$277.02M7.1%
SPONSORED ADS$238.09M6.1%
TR UNIT$227.62M5.8%
CL A$134.68M3.4%
SHS$116.91M3.0%
Portfolio Concentration
Top 3$781.31M20.0%
4–10$880.33M22.5%
11–25$1.29B33.0%
Rest$962.17M24.6%
Top 3 weight
20.0%
Top 10 weight
42.4%
Voting Authority Distribution
Total shares with voting rights: 199.72M
Sole
Full voting authority
199.72M
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)
Sole89
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings89
Rows:
ARCUTIS BIOTHERAPEUTICS INC
SOLEShares12.33M
TypeSH
Market value$290.42M
7.42%
Sole
12.33M
Shared
0.00
None
0.00
VERADERMICS INC
SOLEShares4.17M
TypeSH
Market value$263.27M
6.72%
Sole
4.17M
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares350K
TypeSH
Market value$227.62M
5.81%
Sole
350K
Shared
0.00
None
0.00
PALVELLA THERAPEUTICS INC NE
SOLEShares1.15M
TypeSH
Market value$143.78M
3.67%
Sole
1.15M
Shared
0.00
None
0.00
APELLIS PHARMACEUTICALS INC
SOLEShares3.52M
TypeSH
Market value$141.55M
3.62%
Sole
3.52M
Shared
0.00
None
0.00
LEGEND BIOTECH CORP
SOLEShares7.58M
TypeSH
Market value$137.14M
3.50%
Sole
7.58M
Shared
0.00
None
0.00
BENITEC BIOPHARMA INC
SOLEShares11.55M
TypeSH
Market value$122.99M
3.14%
Sole
11.55M
Shared
0.00
None
0.00
CAPRICOR THERAPEUTICS INC
SOLEShares3.82M
TypeSH
Market value$116.09M
2.97%
Sole
3.82M
Shared
0.00
None
0.00
IMMATICS N.V
SOLEShares11.19M
TypeSH
Market value$110.11M
2.81%
Sole
11.19M
Shared
0.00
None
0.00
ARCUS BIOSCIENCES INC
SOLEShares5.03M
TypeSH
Market value$108.67M
2.78%
Sole
5.03M
Shared
0.00
None
0.00
EYEPOINT INC
SOLEShares8.30M
TypeSH
Market value$106.94M
2.73%
Sole
8.30M
Shared
0.00
None
0.00
ARRIVENT BIOPHARMA INC
SOLEShares4.40M
TypeSH
Market value$101.53M
2.59%
Sole
4.40M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares298.71K
TypeSH
Market value$100.95M
2.58%
Sole
298.71K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares574.66K
TypeSH
Market value$100.22M
2.56%
Sole
574.66K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares169.71K
TypeSH
Market value$97.09M
2.48%
Sole
169.71K
Shared
0.00
None
0.00
KALVISTA PHARMACEUTICALS INC
SOLEShares4.77M
TypeSH
Market value$95.99M
2.45%
Sole
4.77M
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares310.26K
TypeSH
Market value$88.04M
2.25%
Sole
310.26K
Shared
0.00
None
0.00
BIOHAVEN LTD
SOLEShares10.29M
TypeSH
Market value$87.03M
2.22%
Sole
10.29M
Shared
0.00
None
0.00
SYSCO CORP
SOLEShares1.16M
TypeSH
Market value$82.68M
2.11%
Sole
1.16M
Shared
0.00
None
0.00
MGM RESORTS INTERNATIONAL
SOLEShares2.16M
TypeSH
Market value$79.90M
2.04%
Sole
2.16M
Shared
0.00
None
0.00
COMPASS THERAPEUTICS INC
SOLEShares14.31M
TypeSH
Market value$75.69M
1.93%
Sole
14.31M
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares221.59K
TypeSH
Market value$72.88M
1.86%
Sole
221.59K
Shared
0.00
None
0.00
KURA ONCOLOGY INC
SOLEShares8.58M
TypeSH
Market value$69.72M
1.78%
Sole
8.58M
Shared
0.00
None
0.00
MONTE ROSA THERAPEUTICS INC
SOLEShares4.23M
TypeSH
Market value$69.53M
1.78%
Sole
4.23M
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares1.30M
TypeSH
Market value$63.14M
1.61%
Sole
1.30M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARCUTIS BIOTHERAPEUTICS INCSOLE | COM | 12.33M | SH | $290.42M 7.42% | 12.33M | 0.00 | 0.00 |
VERADERMICS INCSOLE | COMMON STOCK | 4.17M | SH | $263.27M 6.72% | 4.17M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 350K | SH | $227.62M 5.81% | 350K | 0.00 | 0.00 |
PALVELLA THERAPEUTICS INC NESOLE | COM | 1.15M | SH | $143.78M 3.67% | 1.15M | 0.00 | 0.00 |
APELLIS PHARMACEUTICALS INCSOLE | COM | 3.52M | SH | $141.55M 3.62% | 3.52M | 0.00 | 0.00 |
LEGEND BIOTECH CORPSOLE | SPONSORED ADS | 7.58M | SH | $137.14M 3.50% | 7.58M | 0.00 | 0.00 |
BENITEC BIOPHARMA INCSOLE | COM NEW | 11.55M | SH | $122.99M 3.14% | 11.55M | 0.00 | 0.00 |
CAPRICOR THERAPEUTICS INCSOLE | COM NEW | 3.82M | SH | $116.09M 2.97% | 3.82M | 0.00 | 0.00 |
IMMATICS N.VSOLE | SHS | 11.19M | SH | $110.11M 2.81% | 11.19M | 0.00 | 0.00 |
ARCUS BIOSCIENCES INCSOLE | COM | 5.03M | SH | $108.67M 2.78% | 5.03M | 0.00 | 0.00 |
EYEPOINT INCSOLE | COM NEW | 8.30M | SH | $106.94M 2.73% | 8.30M | 0.00 | 0.00 |
ARRIVENT BIOPHARMA INCSOLE | COM | 4.40M | SH | $101.53M 2.59% | 4.40M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 298.71K | SH | $100.95M 2.58% | 298.71K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 574.66K | SH | $100.22M 2.56% | 574.66K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 169.71K | SH | $97.09M 2.48% | 169.71K | 0.00 | 0.00 |
KALVISTA PHARMACEUTICALS INCSOLE | COM | 4.77M | SH | $95.99M 2.45% | 4.77M | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 310.26K | SH | $88.04M 2.25% | 310.26K | 0.00 | 0.00 |
BIOHAVEN LTDSOLE | COM | 10.29M | SH | $87.03M 2.22% | 10.29M | 0.00 | 0.00 |
SYSCO CORPSOLE | COM | 1.16M | SH | $82.68M 2.11% | 1.16M | 0.00 | 0.00 |
MGM RESORTS INTERNATIONALSOLE | COM | 2.16M | SH | $79.90M 2.04% | 2.16M | 0.00 | 0.00 |
COMPASS THERAPEUTICS INCSOLE | COM | 14.31M | SH | $75.69M 1.93% | 14.31M | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 221.59K | SH | $72.88M 1.86% | 221.59K | 0.00 | 0.00 |
KURA ONCOLOGY INCSOLE | COM | 8.58M | SH | $69.72M 1.78% | 8.58M | 0.00 | 0.00 |
MONTE ROSA THERAPEUTICS INCSOLE | COM | 4.23M | SH | $69.53M 1.78% | 4.23M | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 1.30M | SH | $63.14M 1.61% | 1.30M | 0.00 | 0.00 |
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