SUVRETTA CAPITAL MANAGEMENT, LLC Portfolio Holdings
Q3 2025•90 long positions•$3.3B portfolio value
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Holding103 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Biotechnology Healthcare | $197.5M 5.99% | -$19.9M Sold | 8.74% 10.5M shares | 11.5M → 10.5M −$19.9M | -9.17% | $2.3B Mid Cap | Q1 2023 Held for 2y 8m | |
Biotechnology Healthcare | $138.6M 4.2% | — | 37.62% 9.9M shares | — | — | $368.3M Small Cap | Q2 2021 Held for 4y 5m | |
Internet Content & Information Communication Services | $125.6M 3.81% | +$828.4K Bought | 0.007% 171.0K shares | 169.8K → 171.0K +$828.4K | +0.66% | $1.84T Mega Cap | Q3 2022 Held for 3y 2m | |
Unknown Unknown | $124.5M 3.77% | +$1.4M Bought | — 3.8M shares | 3.8M → 3.8M +$1.4M | +1.17% | — — | Q4 2024 Held for 11 months | |
Biotechnology Healthcare | $121.7M 3.69% | -$87.2M Sold | 5.58% 8.3M shares | 14.2M → 8.3M −$87.2M | -41.73% | $2.2B Mid Cap | Q1 2023 Held for 2y 8m | |
Biotechnology Healthcare | $102.5M 3.11% | — | 9.9% 12.0M shares | — | — | $1.0B Small Cap | Q1 2024 Held for 1y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $96.5M 2.93% | +$14.7M Bought | 0.034% 1.5M shares | 1.2M → 1.5M +$14.7M | +17.99% | $285.42B Mega Cap | Q1 2024 Held for 1y 8m | |
Aerospace & Defense Industrials | $93.3M 2.83% | — | 0.029% 310.3K shares | — | — | $319.00B Mega Cap | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $90.2M 2.74% | -$3.0M Sold | 0.002% 483.5K shares | 499.6K → 483.5K −$3.0M | -3.21% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
Biotechnology Healthcare | $88.2M 2.67% | -$8.7M Sold | 8.98% 6.2M shares | 6.8M → 6.2M −$8.7M | -8.99% | $981.5M Small Cap | Q1 2021 Held for 4y 8m | |
Biotechnology Healthcare | $84.4M 2.56% | — | 5.31% 5.6M shares | — | — | $1.6B Small Cap | Q3 2022 Held for 3y 2m | |
Biotechnology Healthcare | $80.9M 2.45% | +$14.7M Bought | 2.75% 2.1M shares | 1.7M → 2.1M +$14.7M | +22.22% | $2.9B Mid Cap | Q1 2025 Held for 8 months | |
Home Improvement Consumer Cyclical | $79.9M 2.42% | +$27.0M Bought | 0.02% 197.3K shares | 130.7K → 197.3K +$27.0M | +50.94% | $403.32B Mega Cap | Q1 2025 Held for 8 months | |
Semiconductors Technology | $77.4M 2.35% | -$6.5M Sold | — 277.2K shares | 300.4K → 277.2K −$6.5M | -7.72% | — — | Q2 2023 Held for 2y 5m | |
Biotechnology Healthcare | $71.8M 2.18% | — | 9.35% 8.1M shares | — | — | $768.2M Small Cap | Q3 2020 Held for 5y 2m | |
Industrial - Distribution Industrials | $68.8M 2.09% | +$26.2M Bought | 0.153% 306.3K shares | 189.7K → 306.3K +$26.2M | +61.48% | $45.1B Large Cap | Q4 2023 Held for 1y 11m | |
Biotechnology Healthcare | $68.3M 2.07% | +$5.4M Bought | 9.13% 3.7M shares | 3.4M → 3.7M +$5.4M | +8.52% | $748.5M Small Cap | Q1 2024 Held for 1y 8m | |
Biotechnology Healthcare | $65.1M 1.97% | — | 2.28% 2.9M shares | — | — | $2.9B Mid Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $64.5M 1.96% | — | 0.025% 398.8K shares | — | — | $262.56B Mega Cap | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $63.6M 1.93% | -$1.2M Sold | 0.008% 226.3K shares | 230.7K → 226.3K −$1.2M | -1.91% | $801.76B Mega Cap | Q4 2022 Held for 2y 11m | |
Biotechnology Healthcare | $60.7M 1.84% | -$7.8M Sold | 2.1% 2.0M shares | 2.3M → 2.0M −$7.8M | -11.37% | $2.9B Mid Cap | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $59.9M 1.81% | +$12.0M Bought | 0.016% 1.2M shares | 927.2K → 1.2M +$12.0M | +25.14% | $382.12B Mega Cap | Q1 2025 Held for 8 months | |
Biotechnology Healthcare | $58.1M 1.76% | -$2.3M Sold | 9.44% 4.8M shares | 5.0M → 4.8M −$2.3M | -3.76% | $615.4M Small Cap | Q1 2020 Held for 5y 8m | |
Asset Management - Global Financial Services | $57.5M 1.74% | +$373.2K Bought | 0.075% 431.3K shares | 428.5K → 431.3K +$373.2K | +0.65% | $76.2B Large Cap | Q3 2023 Held for 2y 2m | |
Software - Infrastructure Technology | $56.7M 1.72% | +$5.5M Bought | 0.001% 109.5K shares | 98.8K → 109.5K +$5.5M | +10.75% | $3.85T Mega Cap | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $51.6M 1.56% | +$6.8M Bought | 7.44% 822.4K shares | 714.5K → 822.4K +$6.8M | +15.11% | $693.3M Small Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $50.8M 1.54% | +$9.5M Bought | 0.037% 238.8K shares | 194.2K → 238.8K +$9.5M | +22.98% | $135.95B Large Cap | Q3 2024 Held for 1y 2m | |
Medical - Diagnostics & Research Healthcare | $50.7M 1.54% | +$16.1M Bought | 0.036% 255.8K shares | 174.7K → 255.8K +$16.1M | +46.42% | $141.96B Large Cap | Q4 2021 Held for 3y 11m | |
Biotechnology Healthcare | $50.2M 1.52% | — | 3.47% 3.7M shares | — | — | $1.4B Small Cap | Q3 2023 Held for 2y 2m | |
Biotechnology Healthcare | $49.5M 1.5% | +$2.7M Bought | 9.95% 5.4M shares | 5.1M → 5.4M +$2.7M | +5.86% | $497.6M Small Cap | Q1 2021 Held for 4y 8m | |
Biotechnology Healthcare | $49.4M 1.5% | +$24.3M Bought | 8.22% 14.1M shares | 7.1M → 14.1M +$24.3M | +97.23% | $600.5M Small Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $48.0M 1.45% | -$8.6M Sold | 0.002% 218.5K shares | 257.6K → 218.5K −$8.6M | -15.17% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
Auto - Manufacturers Consumer Cyclical | $40.6M 1.23% | -$491.4K Sold | 0.003% 91.3K shares | 92.4K → 91.3K −$491.4K | -1.2% | $1.48T Mega Cap | Q2 2024 Held for 1y 5m | |
Beverages - Non-Alcoholic Consumer Defensive | $40.1M 1.21% | +$40.1M Bought | 0.116% 1.6M shares | — | — | $34.7B Large Cap | Q3 2025 Held for 2 months | |
Medical - Devices Healthcare | $34.5M 1.05% | — | 0.024% 353.6K shares | — | — | $144.66B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $34.3M 1.04% | +$34.3M New | — 7.2M shares | 0 → 7.2M +$34.3M | New | — — | Q3 2025 Held for 2 months | |
Medical - Healthcare Plans Healthcare | $33.2M 1.01% | +$9.7M Bought | 0.011% 96.2K shares | 68.0K → 96.2K +$9.7M | +41.5% | $312.73B Mega Cap | Q4 2019 Held for 5y 11m | |
Biotechnology Healthcare | $32.7M 0.991% | +$32.7M New | 0.514% 750.0K shares | 0 → 750.0K +$32.7M | New | $6.4B Mid Cap | Q3 2025 Held for 2 months | |
Biotechnology Healthcare | $31.6M 0.959% | — | 5.11% 14.5M shares | — | — | $618.4M Small Cap | Q2 2024 Held for 1y 5m | |
Biotechnology Healthcare | $31.4M 0.951% | -$3.0M Sold | 0.103% 217.8K shares | 238.8K → 217.8K −$3.0M | -8.79% | $30.4B Large Cap | Q1 2020 Held for 5y 8m | |
Biotechnology Healthcare | $29.9M 0.905% | — | 9.14% 12.3M shares | — | — | $326.7M Small Cap | Q3 2022 Held for 3y 2m | |
Software - Application Technology | $29.7M 0.9% | +$29.7M Bought | 0.013% 125.3K shares | — | — | $225.62B Mega Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $28.5M 0.864% | -$29.4M Sold | 0.143% 128.3K shares | 260.5K → 128.3K −$29.4M | -50.75% | $19.9B Large Cap | Q2 2025 Held for 5 months | |
Biotechnology Healthcare | $27.0M 0.819% | — | 7.04% 4.4M shares | — | — | $383.9M Small Cap | Q1 2025 Held for 8 months | |
Biotechnology Healthcare | $24.9M 0.755% | — | 5.44% 3.4M shares | — | — | $457.6M Small Cap | Q2 2024 Held for 1y 5m | |
Drug Manufacturers - General Healthcare | $24.6M 0.746% | — | 0.006% 132.8K shares | — | — | $446.55B Mega Cap | Q4 2022 Held for 2y 11m | |
Biotechnology Healthcare | $23.7M 0.718% | +$2.6M Bought | 8.42% 5.5M shares | 4.9M → 5.5M +$2.6M | +12.59% | $281.5M Micro Cap | Q2 2023 Held for 2y 5m | |
Drug Manufacturers - General Healthcare | $23.6M 0.714% | +$2.3M Bought | 0.115% 168.2K shares | 151.9K → 168.2K +$2.3M | +10.73% | $20.5B Large Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $22.9M 0.694% | +$22.9M Bought | 0.032% 272.3K shares | — | — | $72.5B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $20.2M 0.614% | +$20.2M Bought | 0.011% 22.0K shares | — | — | $190.98B Large Cap | Q3 2025 Held for 2 months |
