SUVRETTA CAPITAL MANAGEMENT, LLC

CIK
1569064
City
New York
State / Country
NY

Top Portfolio Positions

88 positions · $3,883,029,505 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
ARQT
Arcutis Biotherapeutics, Inc.
Healthcare
12,327,000 $290,424,120 7.48%
MANE
Veradermics, Inc
Healthcare
4,168,970 $263,270,455 6.78%
SPY
Spdr S&P 500 ETF Trust
350,000 $227,619,000 5.86%
PVLA
Palvella Therapeutics, Inc.
Healthcare
1,153,496 $143,783,276 3.70%
APLS
Apellis Pharmaceuticals, Inc.
Healthcare
3,518,471 $141,548,088 3.65%
LEGN
Legend Biotech Corp
Healthcare
7,581,029 $137,140,814 3.53%
BNTC
Benitec Biopharma Inc.
Healthcare
11,548,351 $122,989,938 3.17%
CAPR
Capricor Therapeutics, Inc.
Healthcare
3,818,600 $116,085,440 2.99%
IMTX
Immatics N.V.
Healthcare
11,190,129 $110,110,869 2.84%
RCUS
Arcus Biosciences, Inc.
Healthcare
5,030,993 $108,669,448 2.80%

Portfolio Trend

25 quarters · across all stocks

Holdings in CMPX

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Shares Held

Position Value (USD)

4 of 4 shown
Report Date Value (USD) Shares
2026-03-31 $75,686,034 14,307,379
2025-12-31 $76,159,375 14,182,379
2025-09-30 $49,354,056 14,101,159
2025-06-30 $18,588,681 7,149,493