§ 13F · FUND PROFILE
SUVRETTA CAPITAL MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.9B (13F)Positions · 93Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$457M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | 12.33M | $290M | 7.4% | +3% |
| 2 | MANE | VERADERMICS INC | 4.17M | $263M | 6.7% | NEW |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 350K | $228M | 5.8% | −56% |
| 4 | PVLA | PALVELLA THERAPEUTICS INC NE | 1.15M | $144M | 3.7% | +29% |
| 5 | APLS | APELLIS PHARMACEUTICALS INC | 3.52M | $142M | 3.6% | −15% |
| 6 | LEGN | LEGEND BIOTECH CORP | 7.58M | $137M | 3.5% | +15% |
| 7 | BNTC | BENITEC BIOPHARMA INC | 11.55M | $123M | 3.1% | ±0% |
| 8 | CAPR | CAPRICOR THERAPEUTICS INC | 3.82M | $116M | 3.0% | +114% |
| 9 | IMTX | IMMATICS N.V | 11.19M | $110M | 2.8% | ±0% |
| 10 | RCUS | ARCUS BIOSCIENCES INC | 5.03M | $109M | 2.8% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUVRETTA SIGNAL
AC read
SUVRETTA CAPITAL MANAGEMENT, LLC is a Other fund managing $3.9 billion in assets. The fund runs a portfolio of 93 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed