SUVRETTA CAPITAL MANAGEMENT, LLC
Position in RCUS — Arcus Biosciences, Inc.
CIK 1569064
New York, NY
Position in RCUS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$147,257,121
+$38,587,673 QoQ
Shares Held
4,776,423
-5.1% QoQ
Ownership
3.75%
of shares outstanding
% of Portfolio
3.19%
of 13F equity value
Holder Rank
#5
of 230 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RCUS Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026SUVRETTA CAPITAL MANAGEMENT, LLC holds $2,923,514,073 across 34 Biotechnology names. RCUS ranks #8 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MANE |
Veradermics, Inc
|
4,168,970 | $512,533,171 | |
| 2 | ARQT |
Arcutis Biotherapeutics, Inc.
|
12,437,000 | $326,098,140 | |
| 3 | LEGN |
Legend Biotech Corp
|
7,070,000 | $204,181,600 | |
| 4 | PVLA |
Palvella Therapeutics, Inc.
|
1,135,406 | $173,512,744 | |
| 5 | AVBP |
ArriVent BioPharma, Inc.
|
4,515,531 | $156,869,546 | |
| 6 | BNTC |
Benitec Biopharma Inc.
|
11,548,351 | $154,516,936 | |
| 7 | BHVN |
Biohaven Ltd.
|
10,286,937 | $153,069,622 | |
| 8 | RCUS |
Arcus Biosciences, Inc.
This page
|
4,776,423 | $147,257,121 |
All Filings in RCUS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,257,121 | 4,776,423 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $108,669,448 | 5,030,993 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $123,650,486 | 5,188,858 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $50,168,468 | 3,688,858 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,027,304 | 3,688,858 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,103,096 | 2,560,904 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,578,962 | 576,156 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,146,489 | 663,603 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,579,739 | 957,304 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,073,899 | 957,304 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,284,506 | 957,304 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,717,927 | 597,099 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||