SUVRETTA CAPITAL MANAGEMENT, LLC Q1 2018 Filing
Filed May 15, 2018
Portfolio Value
$4.0T
Holdings
18
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAFACEBOOK INC | 2,695,581 | $430.7B | 10.87% | |
| 2 | CRMSALESFORCE COM INC | 3,590,320 | $417.6B | 10.53% | Call |
| 3 | ADBEADOBE SYS INC | 1,701,387 | $367.6B | 9.27% | |
| 4 | —DOWDUPONT INC | 5,402,946 | $344.2B | 8.68% | Call |
| 5 | UTXZUNITED TECHNOLOGIES CORP | 2,653,415 | $333.9B | 8.42% | |
| 6 | GOOGALPHABET INC | 316,400 | $326.5B | 8.24% | Call |
| 7 | STZCONSTELLATION BRANDS INC | 1,306,700 | $297.8B | 7.51% | |
| 8 | AABAUSDALTABA INC | 3,131,461 | $231.9B | 5.85% | |
| 9 | BABOEING CO | 696,670 | $228.4B | 5.76% | |
| 10 | FMCF M C CORP | 2,880,850 | $220.6B | 5.56% | |
| 11 | QSRRESTAURANT BRANDS INTL INC | 3,844,470 | $218.8B | 5.52% | |
| 12 | BABAALIBABA GROUP HLDG LTD | 884,100 | $162.3B | 4.09% | |
| 13 | JPMJPMORGAN CHASE CO | 1,231,200 | $135.4B | 3.42% | |
| 14 | DEDEERE CO | 499,048 | $77.5B | 1.96% | |
| 15 | BACBANK AMER CORP | 2,576,000 | $77.3B | 1.95% | |
| 16 | GSGOLDMAN SACHS GROUP INC | 191,900 | $48.3B | 1.22% | |
| 17 | CPRTCOPART INC | 852,440 | $43.4B | 1.10% | |
| 18 | PFEPFIZER INC | 50,000 | $1.8B | 0.04% |