Suvretta Capital Management 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Suvretta Capital Management disclosed 95 US equity positions worth $4.8bn in its Q2 2026 13F filing. The largest position was MANE at 10.8% of the reported book, followed by ARQT and LEGN. Against the Q1 2026 filing, it opened 9 new positions, added to 22 and reduced 9 among the top 50 holdings.
What did Suvretta Capital Management own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | MANE VERADERMICS INC | 10.8% | $512.5m | 4,168,970 | 0% | held | |
| 2 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 6.9% | $326.1m | 12,437,000 | 1% | added |
| 3 | LEGN LEGEND BIOTECH CORP | Healthcare | 4.3% | $204.2m | 7,070,000 | -7% | reduced |
| 4 | PALVELLA THERAPEUTICS INC NE | 3.6% | $173.5m | 1,135,406 | -2% | reduced | |
| 5 | AVBP ARRIVENT BIOPHARMA INC | 3.3% | $156.9m | 4,515,531 | 3% | added | |
| 6 | BENITEC BIOPHARMA INC | 3.2% | $154.5m | 11,548,351 | 0% | held | |
| 7 | BHVN BIOHAVEN LTD | Healthcare | 3.2% | $153.1m | 10,286,937 | 0% | held |
| 8 | AMD ADVANCED MICRO DEVICES INC | Technology | 3.1% | $149.4m | 257,240 | 0% | held |
| 9 | RCUS ARCUS BIOSCIENCES INC | Healthcare | 3.1% | $147.3m | 4,776,423 | -5% | reduced |
| 10 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 3.1% | $145.5m | 304,627 | 2% | added |
| 11 | NVDA NVIDIA CORPORATION | Technology | 3.0% | $144.2m | 720,609 | 25% | added |
| 12 | EYPT EYEPOINT INC | Healthcare | 2.5% | $118.6m | 8,296,375 | 0% | held |
| 13 | SYY SYSCO CORP | Consumer Defensive | 2.5% | $118.0m | 1,411,550 | 22% | added |
| 14 | GE GE AEROSPACE | Industrials | 2.4% | $116.0m | 310,262 | 0% | held |
| 15 | IMTX IMMATICS N.V | Healthcare | 2.4% | $113.4m | 11,190,129 | 0% | held |
| 16 | MGM MGM RESORTS INTERNATIONAL | Consumer Cyclical | 2.3% | $111.2m | 2,325,360 | 8% | added |
| 17 | META META PLATFORMS INC | Communication Services | 2.1% | $99.0m | 175,807 | 4% | added |
| 18 | CAPR CAPRICOR THERAPEUTICS INC | Healthcare | 2.1% | $98.6m | 4,092,784 | 7% | added |
| 19 | KURA KURA ONCOLOGY INC | Healthcare | 2.0% | $94.1m | 8,575,422 | 0% | held |
| 20 | GLUE MONTE ROSA THERAPEUTICS INC | 1.8% | $85.9m | 3,549,539 | -16% | reduced | |
| 21 | AVALYN PHARMACEUTICALS INC | 1.7% | $82.4m | 2,503,109 | – | new | |
| 22 | HD HOME DEPOT INC | Consumer Cyclical | 1.7% | $79.7m | 226,053 | 2% | added |
| 23 | HUT HUT 8 CORP | Financial Services | 1.6% | $77.3m | 670,000 | – | new |
| 24 | COF CAPITAL ONE FINL CORP | Financial Services | 1.4% | $66.8m | 333,098 | 10% | added |
| 25 | VMC VULCAN MATLS CO | Basic Materials | 1.3% | $63.4m | 214,978 | 18% | added |
| 26 | FERG FERGUSON ENTERPRISES INC | Industrials | 1.2% | $58.6m | 246,758 | 16% | added |
| 27 | ZURA ZURA BIO LTD | Healthcare | 1.2% | $55.7m | 9,443,001 | 4% | added |
| 28 | INFLARX NV | 1.1% | $51.4m | 22,933,910 | 189% | added | |
| 29 | AURA AURA BIOSCIENCES INC | 1.1% | $51.2m | 7,206,217 | 65% | added | |
| 30 | FTH FAETH THERAPEUTICS INC | 1.1% | $50.5m | 2,020,103 | 5747% | added | |
| 31 | ADVISORSHARES TR | 1.0% | $49.5m | 9,738,524 | 8% | added | |
| 32 | AMZN AMAZON COM INC | Consumer Cyclical | 1.0% | $48.8m | 204,860 | -19% | reduced |
| 33 | REPL REPLIMUNE GROUP INC | Healthcare | 1.0% | $48.6m | 4,389,836 | 4% | added |
| 34 | APH AMPHENOL CORP | Technology | 1.0% | $47.5m | 269,300 | – | new |
| 35 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 1.0% | $46.7m | 101,800 | 9155% | added |
| 36 | CTNM CONTINEUM THERAPEUTICS INC | 1.0% | $46.6m | 2,841,334 | 0% | held | |
| 37 | APO APOLLO GLOBAL MGMT INC | Financial Services | 1.0% | $45.3m | 383,300 | -1% | reduced |
| 38 | BAC BANK OF AMER CORP | Financial Services | 0.9% | $45.0m | 789,720 | -39% | reduced |
| 39 | ROUNDHILL ETF TRUST | 0.9% | $44.5m | 603,000 | – | new | |
| 40 | CRINETICS PHARMACEUTICALS IN | 0.9% | $44.4m | 1,186,279 | 14% | added | |
| 41 | CBRS CEREBRAS SYSTEMS INC | 0.8% | $38.0m | 171,900 | – | new | |
| 42 | DKS DICKS SPORTING GOODS INC | Consumer Cyclical | 0.7% | $34.3m | 151,320 | – | new |
| 43 | AVGO BROADCOM INC | Technology | 0.7% | $31.6m | 83,600 | – | new |
| 44 | CMPX COMPASS THERAPEUTICS INC | 0.6% | $30.9m | 14,101,159 | -1% | reduced | |
| 45 | LXEO LEXEO THERAPEUTICS INC | Healthcare | 0.6% | $29.7m | 6,384,200 | 411% | added |
| 46 | UNH UNITEDHEALTH GROUP INC | Healthcare | 0.6% | $26.7m | 64,130 | -36% | reduced |
| 47 | PROK PROKIDNEY CORP | 0.5% | $25.2m | 12,341,266 | 0% | held | |
| 48 | WHWK WHITEHAWK THERAPEUTICS INC | Healthcare | 0.4% | $19.7m | 4,300,000 | 16% | added |
| 49 | SPACE EXPLORATION TECHN CORP | 0.4% | $17.3m | 101,200 | – | new | |
| 50 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 0.3% | $15.0m | 26,000 | – | new |
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.