Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SUVRETTA CAPITAL MANAGEMENT, LLC (CIK 1569064) reported $3.92B across 86 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ARQT ($290.4M, 7.42%), ($263.3M, 6.72%), SPY ($227.6M, 5.81%), PVLA ($143.8M, 3.67%), APLS ($141.5M, 3.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | $290.4M | 7.42% | 12.3M | Added |
| 2 | VERADERMICS INC | $263.3M | 6.72% | 4.2M | New | |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $227.6M | 5.81% | 350,000 | Trimmed |
| 4 | PVLA | PALVELLA THERAPEUTICS INC NE | $143.8M | 3.67% | 1.2M | Added |
| 5 | APLS | APELLIS PHARMACEUTICALS INC | $141.5M | 3.62% | 3.5M | Trimmed |
| 6 | LEGN | LEGEND BIOTECH CORP | $137.1M | 3.50% | 7.6M | Added |
| 7 | BNTC | BENITEC BIOPHARMA INC | $123.0M | 3.14% | 11.5M | Hold |
| 8 | CAPR | CAPRICOR THERAPEUTICS INC | $116.1M | 2.97% | 3.8M | Added |
| 9 | IMTX | IMMATICS N.V | $110.1M | 2.81% | 11.2M | Hold |
| 10 | RCUS | ARCUS BIOSCIENCES INC | $108.7M | 2.78% | 5.0M | Trimmed |
| 11 | EYPT | EYEPOINT INC | $106.9M | 2.73% | 8.3M | Added |
| 12 | AVBP | ARRIVENT BIOPHARMA INC | $101.5M | 2.59% | 4.4M | Added |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $100.9M | 2.58% | 298,707 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $100.2M | 2.56% | 574,656 | Added |
| 15 | META | META PLATFORMS INC | $97.1M | 2.48% | 169,707 | Added |
| 16 | KALV | KALVISTA PHARMACEUTICALS INC | $96.0M | 2.45% | 4.8M | Hold |
| 17 | GE | GE AEROSPACE | $88.0M | 2.25% | 310,262 | Hold |
| 18 | BHVN | BIOHAVEN LTD | $87.0M | 2.22% | 10.3M | Hold |
| 19 | SYY | SYSCO CORP | $82.7M | 2.11% | 1.2M | Added |
| 20 | MGM | MGM RESORTS INTERNATIONAL | $79.9M | 2.04% | 2.2M | Added |
| 21 | CMPX | COMPASS THERAPEUTICS INC | $75.7M | 1.93% | 14.3M | Added |
| 22 | HD | HOME DEPOT INC | $72.9M | 1.86% | 221,590 | Trimmed |
| 23 | KURA | KURA ONCOLOGY INC | $69.7M | 1.78% | 8.6M | Hold |
| 24 | GLUE | MONTE ROSA THERAPEUTICS INC | $69.5M | 1.78% | 4.2M | Added |
| 25 | BAC | BANK AMERICA CORP | $63.1M | 1.61% | 1.3M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31