SUVRETTA CAPITAL MANAGEMENT, LLC Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$3.2T
Holdings
19
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADBEADOBE SYS INC | 2,508,293 | $354.8B | 11.00% | |
| 2 | CHTRCHARTER COMMUNICATIONS INC N | 996,031 | $335.5B | 10.40% | |
| 3 | STZCONSTELLATION BRANDS INC | 1,677,498 | $325.0B | 10.07% | |
| 4 | BABAALIBABA GROUP HLDG LTD | 2,201,100 | $310.1B | 9.61% | |
| 5 | CMCSACOMCAST CORP NEW | 6,831,905 | $265.9B | 8.24% | |
| 6 | GOOGALPHABET INC | 271,155 | $246.4B | 7.64% | |
| 7 | QSRRESTAURANT BRANDS INTL INC | 3,445,770 | $215.5B | 6.68% | |
| 8 | MPCMARATHON PETE CORP | 4,113,069 | $215.2B | 6.67% | |
| 9 | FMCF M C CORP | 2,286,935 | $167.1B | 5.18% | |
| 10 | CRMSALESFORCE COM INC | 1,781,950 | $154.3B | 4.78% | |
| 11 | JDJD COM INC | 3,576,733 | $140.3B | 4.35% | |
| 12 | UNHUNITEDHEALTH GROUP INC | 671,970 | $124.6B | 3.86% | |
| 13 | DISDISNEY WALT CO | 1,045,422 | $111.1B | 3.44% | |
| 14 | MARMARRIOTT INTL INC NEW | 1,024,610 | $102.8B | 3.19% | |
| 15 | MHKMOHAWK INDS INC | 252,718 | $61.1B | 1.89% | |
| 16 | OPLNKAR AUCTION SVCS INC | 760,930 | $31.9B | 0.99% | |
| 17 | CPRTCOPART INC | 977,290 | $31.1B | 0.96% | |
| 18 | LBRDKLIBERTY BROADBAND CORP | 211,290 | $18.3B | 0.57% | |
| 19 | —ILG INC | 549,650 | $15.1B | 0.47% |