Suvretta Capital Management 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Suvretta Capital Management disclosed 88 US equity positions worth $3.7bn in its Q1 2026 13F filing. The largest position was ARQT at 7.9% of the reported book, followed by MANE and PALVELLA THERAPEUTICS INC NE. Against the Q4 2025 filing, it opened 7 new positions, added to 17 and reduced 10 among the top 50 holdings.
What did Suvretta Capital Management own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 7.9% | $290.4m | 12,327,000 | 3% | added |
| 2 | MANE VERADERMICS INC | 7.1% | $263.3m | 4,168,970 | – | new | |
| 3 | PALVELLA THERAPEUTICS INC NE | 3.9% | $143.8m | 1,153,496 | 29% | added | |
| 4 | APELLIS PHARMACEUTICALS INC | 3.8% | $141.5m | 3,518,471 | -15% | reduced | |
| 5 | LEGN LEGEND BIOTECH CORP | Healthcare | 3.7% | $137.1m | 7,581,029 | 15% | added |
| 6 | BENITEC BIOPHARMA INC | 3.3% | $123.0m | 11,548,351 | 0% | held | |
| 7 | CAPR CAPRICOR THERAPEUTICS INC | Healthcare | 3.1% | $116.1m | 3,818,600 | 114% | added |
| 8 | IMTX IMMATICS N.V | Healthcare | 3.0% | $110.1m | 11,190,129 | 0% | held |
| 9 | RCUS ARCUS BIOSCIENCES INC | Healthcare | 2.9% | $108.7m | 5,030,993 | -3% | reduced |
| 10 | EYPT EYEPOINT INC | Healthcare | 2.9% | $106.9m | 8,296,375 | 6% | added |
| 11 | AVBP ARRIVENT BIOPHARMA INC | 2.8% | $101.5m | 4,401,083 | 7% | added | |
| 12 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 2.7% | $100.9m | 298,707 | 10% | added |
| 13 | NVDA NVIDIA CORPORATION | Technology | 2.7% | $100.2m | 574,656 | 8% | added |
| 14 | META META PLATFORMS INC | Communication Services | 2.6% | $97.1m | 169,707 | 0% | held |
| 15 | 4XC1 KALVISTA PHARMACEUTICALS INC | 2.6% | $96.0m | 4,768,712 | 0% | held | |
| 16 | GE GE AEROSPACE | Industrials | 2.4% | $88.0m | 310,262 | 0% | held |
| 17 | BHVN BIOHAVEN LTD | Healthcare | 2.4% | $87.0m | 10,286,937 | 0% | held |
| 18 | SYY SYSCO CORP | Consumer Defensive | 2.2% | $82.7m | 1,159,156 | 7% | added |
| 19 | MGM MGM RESORTS INTERNATIONAL | Consumer Cyclical | 2.2% | $79.9m | 2,158,800 | 80% | added |
| 20 | CMPX COMPASS THERAPEUTICS INC | 2.1% | $75.7m | 14,307,379 | 1% | added | |
| 21 | HD HOME DEPOT INC | Consumer Cyclical | 2.0% | $72.9m | 221,590 | -8% | reduced |
| 22 | KURA KURA ONCOLOGY INC | Healthcare | 1.9% | $69.7m | 8,575,422 | 0% | held |
| 23 | GLUE MONTE ROSA THERAPEUTICS INC | 1.9% | $69.5m | 4,226,809 | 26% | added | |
| 24 | BAC BANK AMERICA CORP | Financial Services | 1.7% | $63.1m | 1,295,245 | -15% | reduced |
| 25 | ERAS ERASCA INC | Healthcare | 1.5% | $55.6m | 3,434,967 | -76% | reduced |
| 26 | COF CAPITAL ONE FINL CORP | Financial Services | 1.5% | $55.2m | 302,400 | 76% | added |
| 27 | ZURA ZURA BIO LTD | Healthcare | 1.5% | $53.9m | 9,067,001 | 63% | added |
| 28 | AMZN AMAZON COM INC | Consumer Cyclical | 1.4% | $52.9m | 254,009 | -37% | reduced |
| 29 | AMD ADVANCED MICRO DEVICES INC | Technology | 1.4% | $52.3m | 257,240 | -34% | reduced |
| 30 | FULC FULCRUM THERAPEUTICS INC | Healthcare | 1.4% | $50.3m | 6,561,111 | 0% | held |
| 31 | VMC VULCAN MATLS CO | Basic Materials | 1.3% | $49.4m | 181,594 | – | new |
| 32 | FERG FERGUSON ENTERPRISES INC | Industrials | 1.3% | $49.4m | 211,900 | 33% | added |
| 33 | APO APOLLO GLOBAL MGMT INC | Financial Services | 1.2% | $43.2m | 387,700 | -29% | reduced |
| 34 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 1.1% | $41.7m | 1,538,662 | 0% | held |
| 35 | CRINETICS PHARMACEUTICALS IN | 1.0% | $37.9m | 1,043,879 | – | new | |
| 36 | CTNM CONTINEUM THERAPEUTICS INC | 1.0% | $37.1m | 2,841,334 | 0% | held | |
| 37 | USFD US FOODS HLDG CORP | Consumer Defensive | 1.0% | $36.5m | 395,970 | – | new |
| 38 | PFGC PERFORMANCE FOOD GROUP CO | Consumer Defensive | 0.9% | $33.1m | 386,885 | – | new |
| 39 | REPL REPLIMUNE GROUP INC | Healthcare | 0.9% | $32.3m | 4,221,836 | 11615% | added |
| 40 | ADVISORSHARES TR | 0.9% | $32.1m | 9,046,200 | 4% | added | |
| 41 | AURA AURA BIOSCIENCES INC | 0.8% | $29.3m | 4,372,884 | 0% | held | |
| 42 | UNH UNITEDHEALTH GROUP INC | Healthcare | 0.7% | $27.2m | 100,630 | -10% | reduced |
| 43 | PROK PROKIDNEY CORP | 0.6% | $22.1m | 12,341,266 | 0% | held | |
| 44 | LTH LIFE TIME GROUP HOLDINGS INC | Consumer Cyclical | 0.4% | $13.7m | 510,349 | – | new |
| 45 | WHWK WHITEHAWK THERAPEUTICS INC | Healthcare | 0.3% | $12.8m | 3,700,000 | 0% | held |
| 46 | ABEO ABEONA THERAPEUTICS INC | Healthcare | 0.3% | $12.0m | 2,676,000 | 0% | held |
| 47 | WING WINGSTOP INC | Consumer Cyclical | 0.3% | $9.2m | 59,500 | – | new |
| 48 | MOLECULAR PARTNERS AG | 0.2% | $8.8m | 2,221,494 | 0% | held | |
| 49 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 0.2% | $7.8m | 123,941 | -65% | reduced |
| 50 | LXEO LEXEO THERAPEUTICS INC | Healthcare | 0.2% | $7.2m | 1,250,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.