SUVRETTA CAPITAL MANAGEMENT, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$3.3T
Holdings
97
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (97 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 700,000 | $432.5B | 13.04% | Put |
| 2 | ARQTARCUTIS BIOTHERAPEUTICS INC | 11,535,582 | $161.7B | 4.88% | |
| 3 | NVDANVIDIA CORPORATION | 999,562 | $157.9B | 4.76% | Call |
| 4 | IWMISHARES TR | 702,500 | $151.6B | 4.57% | Put |
| 5 | ETNBGBP89BIO INC | 14,210,000 | $139.5B | 4.21% | |
| 6 | LEGNLEGEND BIOTECH CORP | 3,774,009 | $133.9B | 4.04% | |
| 7 | METAMETA PLATFORMS INC | 169,845 | $125.4B | 3.78% | |
| 8 | BNTCBENITEC BIOPHARMA INC | 9,876,506 | $115.6B | 3.48% | |
| 9 | KOCOCA COLA CO | 1,233,230 | $87.3B | 2.63% | |
| 10 | RAREULTRAGENYX PHARMACEUTICAL IN | 2,278,000 | $82.8B | 2.50% | |
| 11 | GEGE AEROSPACE | 310,262 | $79.9B | 2.41% | |
| 12 | BHVNBIOHAVEN LTD | 5,620,271 | $79.3B | 2.39% | |
| 13 | AVBPARRIVENT BIOPHARMA INC | 3,412,788 | $74.3B | 2.24% | |
| 14 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 300,401 | $68.0B | 2.05% | |
| 15 | IMTXIMMATICS N.V | 12,030,129 | $64.7B | 1.95% | |
| 16 | EYPTEYEPOINT PHARMACEUTICALS INC | 6,804,091 | $64.0B | 1.93% | |
| 17 | APOAPOLLO GLOBAL MGMT INC | 428,460 | $60.8B | 1.83% | |
| 18 | AMDADVANCED MICRO DEVICES INC | 398,799 | $56.6B | 1.71% | |
| 19 | AMZNAMAZON COM INC | 257,625 | $56.5B | 1.70% | |
| 20 | KALVKALVISTA PHARMACEUTICALS INC | 4,955,000 | $56.0B | 1.69% | |
| 21 | DKSDICKS SPORTING GOODS INC | 260,465 | $51.5B | 1.55% | |
| 22 | ORCLORACLE CORP | 230,728 | $50.4B | 1.52% | |
| 23 | APLSAPELLIS PHARMACEUTICALS INC | 2,878,000 | $49.8B | 1.50% | |
| 24 | MSFTMICROSOFT CORP | 98,828 | $49.2B | 1.48% | |
| 25 | HDHOME DEPOT INC | 130,721 | $47.9B | 1.44% | |
| 26 | KURAKURA ONCOLOGY INC | 8,116,000 | $46.8B | 1.41% | |
| 27 | BACBANK AMERICA CORP | 927,190 | $43.9B | 1.32% | |
| 28 | COFCAPITAL ONE FINL CORP | 194,160 | $41.3B | 1.25% | |
| 29 | FERGFERGUSON ENTERPRISES INC | 189,660 | $41.3B | 1.24% | |
| 30 | GEHCGE HEALTHCARE TECHNOLOGIES I | 532,280 | $39.4B | 1.19% | |
| 31 | BSXBOSTON SCIENTIFIC CORP | 353,561 | $38.0B | 1.14% | |
| 32 | FULCFULCRUM THERAPEUTICS INC | 5,082,900 | $35.0B | 1.05% | |
| 33 | DHRDANAHER CORPORATION | 174,700 | $34.5B | 1.04% | |
| 34 | RCUSARCUS BIOSCIENCES INC | 3,688,858 | $30.0B | 0.91% | |
| 35 | TSLATESLA INC | 92,357 | $29.3B | 0.88% | |
| 36 | AURAAURA BIOSCIENCES INC | 4,372,884 | $27.4B | 0.83% | |
| 37 | IM8NINSMED INC | 238,783 | $24.0B | 0.72% | |
| 38 | DDOGDATADOG INC | 178,832 | $24.0B | 0.72% | |
| 39 | MLYSMINERALYS THERAPEUTICS INC | 1,744,492 | $23.6B | 0.71% | |
| 40 | UNHUNITEDHEALTH GROUP INC | 68,000 | $21.2B | 0.64% | |
| 41 | JNJJOHNSON & JOHNSON | 132,786 | $20.3B | 0.61% | |
| 42 | BIIBBIOGEN INC | 151,890 | $19.1B | 0.58% | |
| 43 | CMPXCOMPASS THERAPEUTICS INC | 7,149,493 | $18.6B | 0.56% | |
| 44 | ERASERASCA INC | 14,502,004 | $18.4B | 0.56% | |
| 45 | MRKMERCK & CO INC | 219,178 | $17.4B | 0.52% | |
| 46 | GSGOLDMAN SACHS GROUP INC | 24,108 | $17.1B | 0.51% | |
| 47 | PVLAPALVELLA THERAPEUTICS INC NE | 714,463 | $16.1B | 0.49% | |
| 48 | PINSPINTEREST INC | 430,025 | $15.4B | 0.46% | |
| 49 | ABEOABEONA THERAPEUTICS INC | 2,676,000 | $15.2B | 0.46% | |
| 50 | GLUEMONTE ROSA THERAPEUTICS INC | 3,360,000 | $15.2B | 0.46% | |
| 51 | MRNAMODERNA INC | 517,163 | $14.3B | 0.43% | |
| 52 | KYMRKYMERA THERAPEUTICS INC | 275,000 | $12.0B | 0.36% | |
| 53 | RCKTROCKET PHARMACEUTICALS INC | 4,143,333 | $10.2B | 0.31% | |
| 54 | MOLNMOLECULAR PARTNERS AG | 2,221,494 | $8.5B | 0.26% | |
| 55 | TSHATAYSHA GENE THERAPIES INC | 3,217,449 | $7.4B | 0.22% | |
| 56 | PROKPROKIDNEY CORP | 12,341,266 | $7.3B | 0.22% | |
| 57 | WHWKWHITEHAWK THERAPEUTICS INC | 3,700,000 | $6.9B | 0.21% | |
| 58 | CTNMCONTINEUM THERAPEUTICS INC | 1,720,000 | $6.8B | 0.21% | |
| 59 | ABTABBOTT LABS | 40,520 | $5.5B | 0.17% | |
| 60 | IFRXINFLARX NV | 6,483,910 | $5.1B | 0.15% | |
| 61 | ZURAZURA BIO LTD | 4,860,939 | $5.1B | 0.15% | |
| 62 | EXASEXACT SCIENCES CORP | 94,100 | $5.0B | 0.15% | |
| 63 | STROSUTRO BIOPHARMA INC | 6,488,324 | $4.6B | 0.14% | |
| 64 | REGNREGENERON PHARMACEUTICALS | 8,630 | $4.5B | 0.14% | |
| 65 | ABGCENCORA INC | 12,488 | $3.7B | 0.11% | |
| 66 | ELANELANCO ANIMAL HEALTH INC | 253,600 | $3.6B | 0.11% | |
| 67 | KZRKEZAR LIFE SCIENCES INC | 716,759 | $3.3B | 0.10% | |
| 68 | TMOTHERMO FISHER SCIENTIFIC INC | 7,900 | $3.2B | 0.10% | |
| 69 | ISRGINTUITIVE SURGICAL INC | 5,200 | $2.8B | 0.09% | |
| 70 | DC4DEXCOM INC | 31,680 | $2.8B | 0.08% | |
| 71 | SYKSTRYKER CORPORATION | 5,860 | $2.3B | 0.07% | |
| 72 | MTDMETTLER TOLEDO INTERNATIONAL | 1,964 | $2.3B | 0.07% | |
| 73 | MDTMEDTRONIC PLC | 25,060 | $2.2B | 0.07% | |
| 74 | NTRANATERA INC | 10,100 | $1.7B | 0.05% | |
| 75 | MCKMCKESSON CORP | 1,830 | $1.3B | 0.04% | |
| 76 | WINGWINGSTOP INC | 3,961 | $1.3B | 0.04% | |
| 77 | HCAHCA HEALTHCARE INC | 3,190 | $1.2B | 0.04% | |
| 78 | IQVIQVIA HLDGS INC | 7,175 | $1.1B | 0.03% | |
| 79 | WATWATERS CORP | 3,150 | $1.1B | 0.03% | |
| 80 | GLPGGALAPAGOS NV | 37,111 | $1.0B | 0.03% | |
| 81 | AVTRAVANTOR INC | 71,850 | $967.1M | 0.03% | |
| 82 | OSONESTREAM INC | 33,080 | $936.2M | 0.03% | |
| 83 | EWEDWARDS LIFESCIENCES CORP | 11,100 | $868.1M | 0.03% | |
| 84 | UALUNITED AIRLS HLDGS INC | 10,401 | $828.2M | 0.02% | |
| 85 | RHCRH PLC | 8,460 | $776.6M | 0.02% | |
| 86 | RMERESMED INC | 2,390 | $616.6M | 0.02% | |
| 87 | AG8AGILENT TECHNOLOGIES INC | 4,990 | $588.9M | 0.02% | |
| 88 | VLTOVERALTO CORP | 5,475 | $552.7M | 0.02% | |
| 89 | CZRCAESARS ENTERTAINMENT INC NE | 18,875 | $535.9M | 0.02% | |
| 90 | ISIIONIS PHARMACEUTICALS INC | 10,800 | $426.7M | 0.01% | |
| 91 | STESTERIS PLC | 1,530 | $367.5M | 0.01% | |
| 92 | PEPGPEPGEN INC | 300,000 | $333.0M | 0.01% | |
| 93 | SRPTSAREPTA THERAPEUTICS INC | 17,888 | $305.9M | 0.01% | |
| 94 | ZBHZIMMER BIOMET HOLDINGS INC | 3,260 | $297.3M | 0.01% | |
| 95 | PACSPACS GROUP INC | 20,000 | $258.4M | 0.01% | |
| 96 | BAXBAXTER INTL INC | 7,970 | $241.3M | 0.01% | |
| 97 | AFWALIGN TECHNOLOGY INC | 1,100 | $208.3M | 0.01% |