SUVRETTA CAPITAL MANAGEMENT, LLC
Top Portfolio Positions
81 positions ·
$3,920,642,645 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
800,000 | $545,536,000 | 13.91% |
| ARQT |
Arcutis Biotherapeutics, Inc.
|
11,964,000 | $347,434,560 | 8.86% |
| LEGN |
Legend Biotech Corp
Healthcare
|
6,608,629 | $143,671,594 | 3.66% |
| RCUS |
Arcus Biosciences, Inc.
|
5,188,858 | $123,650,486 | 3.15% |
| META |
Meta Platforms, Inc.
Communication Services
|
169,069 | $111,600,756 | 2.85% |
| APLS |
Apellis Pharmaceuticals, Inc.
|
4,139,426 | $103,982,381 | 2.65% |
| NVDA |
Nvidia Corp
Technology
|
530,900 | $99,012,850 | 2.53% |
| KO |
Coca Cola Co
Consumer Defensive
|
1,382,750 | $96,668,052 | 2.47% |
| GE |
General Electric Co
|
310,262 | $95,570,003 | 2.44% |
| AMZN |
Amazon Com Inc
|
406,146 | $93,746,619 | 2.39% |
Portfolio Trend
Holdings in MOLN
Export CSVShares Held
Position Value (USD)
19 of 19 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $9,683,492 | 2,221,494 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,241,742 | 2,221,494 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,486,107 | 2,221,494 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,619,396 | 2,221,494 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,547,653 | 2,221,494 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,034,800 | 400,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,892,000 | 400,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,680,000 | 400,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,672,000 | 400,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,656,000 | 400,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,488,000 | 400,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,415,200 | 400,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,620,000 | 400,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,676,000 | 400,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,712,000 | 400,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,220,000 | 400,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,672,000 | 400,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,844,000 | 400,000 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $8,196,000 | 400,000 | Shares | Sole | 2021-08-16 | |
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