SUVRETTA CAPITAL MANAGEMENT, LLC
Top Portfolio Positions
88 positions ·
$3,970,904,316 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ARQT |
Arcutis Biotherapeutics, Inc.
Healthcare
|
12,327,000 | $290,424,120 | 7.31% | |
| MANE |
Veradermics, Inc
Healthcare
|
4,168,970 | $263,270,455 | 6.63% | |
| SPY |
Spdr S&P 500 ETF Trust
|
350,000 | $227,619,000 | 5.73% | |
| PVLA |
Palvella Therapeutics, Inc.
Healthcare
|
1,153,496 | $143,783,276 | 3.62% | |
| APLS |
Apellis Pharmaceuticals, Inc.
Healthcare
|
3,518,471 | $141,548,088 | 3.56% | |
| LEGN |
Legend Biotech Corp
Healthcare
|
7,581,029 | $137,140,814 | 3.45% | |
| BNTC |
Benitec Biopharma Inc.
Healthcare
|
11,548,351 | $122,989,938 | 3.10% | |
| CAPR |
Capricor Therapeutics, Inc.
Healthcare
|
3,818,600 | $116,085,440 | 2.92% | |
| ERAS |
Erasca, Inc.
Healthcare
|
6,869,934 | $111,155,532 | 2.80% | |
| IMTX |
Immatics N.V.
Healthcare
|
11,190,129 | $110,110,869 | 2.77% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MLYS
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,682,353 | 1,538,662 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $55,838,043 | 1,538,662 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $80,850,483 | 2,132,133 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,602,976 | 1,744,492 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,484,012 | 1,667,759 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||