SUVRETTA CAPITAL MANAGEMENT, LLC Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$3.5T
Holdings
18
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADBEADOBE SYS INC | 2,520,803 | $376.1B | 10.61% | |
| 2 | STZCONSTELLATION BRANDS INC | 1,879,388 | $374.8B | 10.57% | Call |
| 3 | CMCSACOMCAST CORP NEW | 9,313,166 | $358.4B | 10.11% | |
| 4 | CHTRCHARTER COMMUNICATIONS INC N | 909,571 | $330.6B | 9.33% | |
| 5 | BABAALIBABA GROUP HLDG LTD | 1,828,940 | $315.9B | 8.91% | |
| 6 | GOOGALPHABET INC | 295,257 | $283.2B | 7.99% | |
| 7 | QSRRESTAURANT BRANDS INTL INC | 3,861,310 | $246.7B | 6.96% | |
| 8 | FMCF M C CORP | 2,579,007 | $230.3B | 6.50% | |
| 9 | CRMSALESFORCE COM INC | 2,401,470 | $224.3B | 6.33% | |
| 10 | UTXZUNITED TECHNOLOGIES CORP | 1,778,644 | $206.5B | 5.82% | Call |
| 11 | AMZNAMAZON COM INC | 199,363 | $191.7B | 5.41% | |
| 12 | MPCMARATHON PETE CORP | 3,222,001 | $180.7B | 5.10% | |
| 13 | MARMARRIOTT INTL INC NEW | 838,940 | $92.5B | 2.61% | |
| 14 | JDJD COM INC | 920,000 | $35.1B | 0.99% | Put |
| 15 | OPLNKAR AUCTION SVCS INC | 719,000 | $34.3B | 0.97% | |
| 16 | CPRTCOPART INC | 977,530 | $33.6B | 0.95% | |
| 17 | CCEPCOCA COLA EUROPEAN PARTNERS | 415,050 | $17.3B | 0.49% | |
| 18 | KRKROGER CO | 643,000 | $12.9B | 0.36% | Put |