SUVRETTA CAPITAL MANAGEMENT, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$2.7T
Holdings
100
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (100 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 400,000 | $223.8B | 8.30% | Put |
| 2 | ARQTARCUTIS BIOTHERAPEUTICS INC | 11,422,978 | $178.7B | 6.63% | |
| 3 | BHVNBIOHAVEN LTD | 5,620,271 | $135.1B | 5.01% | |
| 4 | BNTCBENITEC BIOPHARMA INC | 9,876,506 | $128.5B | 4.77% | |
| 5 | LEGNLEGEND BIOTECH CORP | 3,749,965 | $127.2B | 4.72% | |
| 6 | IM8NINSMED INC | 1,492,383 | $113.9B | 4.22% | |
| 7 | ETNBGBP89BIO INC | 14,335,244 | $104.2B | 3.87% | |
| 8 | METAMETA PLATFORMS INC | 179,664 | $103.6B | 3.84% | |
| 9 | ITCIEURINTRA-CELLULAR THERAPIES INC | 700,904 | $92.5B | 3.43% | |
| 10 | RAREULTRAGENYX PHARMACEUTICAL IN | 2,024,500 | $73.3B | 2.72% | |
| 11 | MSFTMICROSOFT CORP | 180,125 | $67.6B | 2.51% | |
| 12 | AMZNAMAZON COM INC | 354,356 | $67.4B | 2.50% | |
| 13 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 350,514 | $58.2B | 2.16% | |
| 14 | KALVKALVISTA PHARMACEUTICALS INC | 4,913,012 | $56.7B | 2.10% | |
| 15 | APOAPOLLO GLOBAL MGMT INC | 396,540 | $54.3B | 2.02% | |
| 16 | KURAKURA ONCOLOGY INC | 7,439,259 | $49.1B | 1.82% | |
| 17 | COFCAPITAL ONE FINL CORP | 245,222 | $44.0B | 1.63% | |
| 18 | AVBPARRIVENT BIOPHARMA INC | 2,337,496 | $43.2B | 1.60% | |
| 19 | AMDADVANCED MICRO DEVICES INC | 404,008 | $41.5B | 1.54% | |
| 20 | IMTXIMMATICS N.V | 9,135,029 | $41.2B | 1.53% | |
| 21 | GEGE AEROSPACE | 200,662 | $40.2B | 1.49% | |
| 22 | NVDANVIDIA CORPORATION | 352,765 | $38.2B | 1.42% | |
| 23 | EYPTEYEPOINT PHARMACEUTICALS INC | 6,804,091 | $36.9B | 1.37% | |
| 24 | APLSAPELLIS PHARMACEUTICALS INC | 1,646,615 | $36.0B | 1.34% | |
| 25 | HDHOME DEPOT INC | 97,571 | $35.8B | 1.33% | |
| 26 | ORCLORACLE CORP | 226,318 | $31.6B | 1.17% | |
| 27 | TSLATESLA INC | 122,016 | $31.6B | 1.17% | |
| 28 | BACBANK AMERICA CORP | 753,913 | $31.5B | 1.17% | |
| 29 | KOCOCA COLA CO | 415,720 | $29.8B | 1.10% | |
| 30 | CMGCHIPOTLE MEXICAN GRILL INC | 539,540 | $27.1B | 1.01% | |
| 31 | MLYSMINERALYS THERAPEUTICS INC | 1,667,759 | $26.5B | 0.98% | |
| 32 | BSXBOSTON SCIENTIFIC CORP | 262,099 | $26.4B | 0.98% | |
| 33 | UALUNITED AIRLS HLDGS INC | 366,375 | $25.3B | 0.94% | |
| 34 | RCKTROCKET PHARMACEUTICALS INC | 3,502,000 | $23.4B | 0.87% | |
| 35 | FERGFERGUSON ENTERPRISES INC | 129,924 | $20.8B | 0.77% | |
| 36 | SNOWSNOWFLAKE INC | 137,886 | $20.2B | 0.75% | |
| 37 | RCUSARCUS BIOSCIENCES INC | 2,560,904 | $20.1B | 0.75% | |
| 38 | PVLAPALVELLA THERAPEUTICS INC NE | 714,463 | $20.0B | 0.74% | |
| 39 | DDOGDATADOG INC | 183,231 | $18.2B | 0.67% | |
| 40 | JNJJOHNSON & JOHNSON | 109,386 | $18.1B | 0.67% | |
| 41 | ABEOABEONA THERAPEUTICS INC | 3,685,503 | $17.5B | 0.65% | |
| 42 | ERASERASCA INC | 12,315,004 | $16.9B | 0.63% | |
| 43 | BIIBBIOGEN INC | 120,736 | $16.5B | 0.61% | |
| 44 | CZRCAESARS ENTERTAINMENT INC NE | 652,493 | $16.3B | 0.61% | |
| 45 | AURAAURA BIOSCIENCES INC | 2,731,886 | $16.0B | 0.59% | |
| 46 | UNHUNITEDHEALTH GROUP INC | 29,900 | $15.7B | 0.58% | |
| 47 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 72,400 | $15.0B | 0.56% | |
| 48 | MRNAMODERNA INC | 517,163 | $14.7B | 0.54% | |
| 49 | FULCFULCRUM THERAPEUTICS INC | 5,067,394 | $14.6B | 0.54% | |
| 50 | GSGOLDMAN SACHS GROUP INC | 25,538 | $14.0B | 0.52% | |
| 51 | RBLXROBLOX CORP | 227,710 | $13.3B | 0.49% | |
| 52 | MRKMERCK & CO INC | 144,100 | $12.9B | 0.48% | |
| 53 | CTNMCONTINEUM THERAPEUTICS INC | 1,720,000 | $12.0B | 0.45% | |
| 54 | PROKPROKIDNEY CORP | 12,341,266 | $10.8B | 0.40% | |
| 55 | MOLNMOLECULAR PARTNERS AG | 2,221,494 | $8.6B | 0.32% | |
| 56 | ABTABBOTT LABS | 58,820 | $7.8B | 0.29% | |
| 57 | GLUEMONTE ROSA THERAPEUTICS INC | 1,563,798 | $7.3B | 0.27% | |
| 58 | UUNITY SOFTWARE INC | 339,560 | $6.7B | 0.25% | |
| 59 | IFRXINFLARX NV | 6,483,910 | $6.6B | 0.25% | |
| 60 | WHWKWHITEHAWK THERAPEUTICS INC | 3,700,000 | $6.6B | 0.24% | |
| 61 | ZURAZURA BIO LTD | 4,860,939 | $6.3B | 0.23% | |
| 62 | BIOABIOAGE LABS INC | 1,452,336 | $5.5B | 0.20% | |
| 63 | STROSUTRO BIOPHARMA INC | 7,462,495 | $4.9B | 0.18% | |
| 64 | SNYSANOFI | 83,701 | $4.6B | 0.17% | |
| 65 | EXASEXACT SCIENCES CORP | 94,100 | $4.1B | 0.15% | |
| 66 | IRONDISC MEDICINE INC | 80,000 | $4.0B | 0.15% | |
| 67 | TMOTHERMO FISHER SCIENTIFIC INC | 7,900 | $3.9B | 0.15% | |
| 68 | KZRKEZAR LIFE SCIENCES INC | 716,759 | $3.5B | 0.13% | |
| 69 | ABGCENCORA INC | 12,488 | $3.5B | 0.13% | |
| 70 | DHRDANAHER CORPORATION | 13,600 | $2.8B | 0.10% | |
| 71 | ELANELANCO ANIMAL HEALTH INC | 253,600 | $2.7B | 0.10% | |
| 72 | ISRGINTUITIVE SURGICAL INC | 5,200 | $2.6B | 0.10% | |
| 73 | ALNYALNYLAM PHARMACEUTICALS INC | 9,370 | $2.5B | 0.09% | |
| 74 | AARDAARDVARK THERAPEUTICS INC | 312,500 | $2.3B | 0.09% | |
| 75 | PEPGPEPGEN INC | 1,660,932 | $2.3B | 0.09% | |
| 76 | MTDMETTLER TOLEDO INTERNATIONAL | 1,964 | $2.3B | 0.09% | |
| 77 | MDTMEDTRONIC PLC | 25,060 | $2.3B | 0.08% | |
| 78 | SYKSTRYKER CORPORATION | 5,860 | $2.2B | 0.08% | |
| 79 | DC4DEXCOM INC | 31,680 | $2.2B | 0.08% | |
| 80 | TRVITREVI THERAPEUTICS INC | 340,164 | $2.1B | 0.08% | |
| 81 | NTRANATERA INC | 10,100 | $1.4B | 0.05% | |
| 82 | ORICORIC PHARMACEUTICALS INC | 255,000 | $1.4B | 0.05% | |
| 83 | IQVIQVIA HLDGS INC | 7,175 | $1.3B | 0.05% | |
| 84 | RHCRH PLC | 14,050 | $1.2B | 0.05% | |
| 85 | MCKMCKESSON CORP | 1,830 | $1.2B | 0.05% | |
| 86 | ELVELEVANCE HEALTH INC | 2,740 | $1.2B | 0.04% | |
| 87 | AVTRAVANTOR INC | 71,850 | $1.2B | 0.04% | |
| 88 | WATWATERS CORP | 3,150 | $1.2B | 0.04% | |
| 89 | SRPTSAREPTA THERAPEUTICS INC | 17,888 | $1.1B | 0.04% | |
| 90 | HCAHCA HEALTHCARE INC | 3,190 | $1.1B | 0.04% | |
| 91 | GLPGGALAPAGOS NV | 37,111 | $932.2M | 0.03% | |
| 92 | EWEDWARDS LIFESCIENCES CORP | 11,100 | $804.5M | 0.03% | |
| 93 | AG8AGILENT TECHNOLOGIES INC | 4,990 | $583.7M | 0.02% | |
| 94 | RMERESMED INC | 2,390 | $535.0M | 0.02% | |
| 95 | VLTOVERALTO CORP | 5,475 | $533.5M | 0.02% | |
| 96 | ZBHZIMMER BIOMET HOLDINGS INC | 3,260 | $369.0M | 0.01% | |
| 97 | STESTERIS PLC | 1,530 | $346.8M | 0.01% | |
| 98 | ISIIONIS PHARMACEUTICALS INC | 10,800 | $325.8M | 0.01% | |
| 99 | BAXBAXTER INTL INC | 7,970 | $272.8M | 0.01% | |
| 100 | PACSPACS GROUP INC | 20,000 | $224.8M | 0.01% |