Position in REPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$48,595,484
+$16,298,439 QoQ
Shares Held
4,389,836
+4.0% QoQ
Ownership
4.66%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#7
of 199 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in REPL 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. REPL ranks #19 (1.7% 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.
|
4,776,423 | $147,257,121 |
All Filings in REPL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,595,484 | 4,389,836 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,297,045 | 4,221,836 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $350,289 | 36,038 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||