Suvretta Capital Management, LLC Top Holdings and 13F Report (2025) About Suvretta Capital Management, LLCInvestment ActivitySuvretta Capital Management, LLC has $2.93 billion in total holdings as of December 31, 2024.Suvretta Capital Management, LLC owns shares of 96 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 19.73% of the portfolio was purchased this quarter.About 22.71% of the portfolio was sold this quarter.This quarter, Suvretta Capital Management, LLC has purchased 98 new stocks and bought additional shares in 19 stocks.Suvretta Capital Management, LLC sold shares of 24 stocks and completely divested from 20 stocks this quarter.Largest Holdings Biohaven $209,917,122SPDR S&P 500 ETF Trust $205,128,000Arcutis Biotherapeutics $158,789,992Intra-Cellular Therapies $120,187,452Legend Biotech $113,767,454 Largest New Holdings this Quarter Legend Biotech $113,767,454 HoldingImmatics $36,014,119 HoldingRocket Pharmaceuticals $32,266,574 HoldingTG Therapeutics $29,498,000 HoldingBoeing $27,469,869 Holding Largest Purchases this Quarter Legend Biotech 3,496,234 shares (about $113.77M)Immatics 5,065,277 shares (about $36.01M)Coca-Cola 548,941 shares (about $34.18M)Rocket Pharmaceuticals 2,566,951 shares (about $32.27M)TG Therapeutics 980,000 shares (about $29.50M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 200,000 shares (about $117.22M)UnitedHealth Group 71,647 shares (about $36.24M)CrowdStrike 86,062 shares (about $29.45M)Kura Oncology 2,576,334 shares (about $22.44M)The Goldman Sachs Group 34,110 shares (about $19.53M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSuvretta Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBHVNBiohaven$209,917,122$15,726,292 ▲8.1%5,620,2717.2%MedicalSPYSPDR S&P 500 ETF Trust$205,128,000$117,216,000 ▼-36.4%350,0007.0%FinanceARQTArcutis Biotherapeutics$158,789,992$9,439,344 ▲6.3%11,399,1385.4%MedicalITCIIntra-Cellular Therapies$120,187,4520.0%1,439,0264.1%MedicalLEGNLegend Biotech$113,767,454$113,767,454 ▲New Holding3,496,2343.9%MedicalBENITEC BIOPHARMA INC$113,164,914$1,653,974 ▲1.5%8,960,0093.9%COM NEWINSMInsmed$111,262,171$1,667,178 ▼-1.5%1,611,5613.8%MedicalMETAMeta Platforms$99,734,602$1,083,193 ▲1.1%170,3383.4%Computer and TechnologyETNB89bio$79,785,083$17,290,427 ▲27.7%10,202,6962.7%MedicalAMZNAmazon.com$77,067,539$172,879 ▼-0.2%351,2812.6%Retail/WholesaleAPOApollo Global Management$76,657,362$150,296 ▼-0.2%464,1402.6%FinanceKOCoca-Cola$70,842,728$34,177,067 ▲93.2%1,137,8532.4%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$68,314,161$558,897 ▼-0.8%345,9122.3%Computer and TechnologyTSLATesla$66,080,339$12,200,814 ▼-15.6%163,6302.3%Auto/Tires/TrucksARRIVENT BIOPHARMA INC$59,833,440$10,678,324 ▲21.7%2,246,0002.0%COMEYPTEyePoint Pharmaceuticals$50,534,028$11,974,147 ▲31.1%6,783,0911.7%MedicalMSFTMicrosoft$49,904,336$9,218,627 ▲22.7%118,3971.7%Computer and TechnologyRAREUltragenyx Pharmaceutical$48,435,7800.0%1,151,3141.7%MedicalSBUXStarbucks$46,986,633$3,229,064 ▼-6.4%514,9221.6%Retail/WholesaleCOFCapital One Financial$44,872,801$2,860,609 ▲6.8%251,6421.5%FinanceKURAKura Oncology$44,215,862$22,439,869 ▼-33.7%5,076,4481.5%MedicalFERGUSON ENTERPRISES INC$42,616,642$3,526,942 ▲9.0%245,5301.5%COMMON STOCK NEWGSThe Goldman Sachs Group$42,487,259$19,532,068 ▼-31.5%74,1981.4%FinanceKALVKalVista Pharmaceuticals$41,613,212$5,937,529 ▲16.6%4,913,0121.4%MedicalAMDAdvanced Micro Devices$40,756,358$1,106,436 ▼-2.6%337,4151.4%Computer and TechnologyCRH PLC$40,375,173$9,483,300 ▼-19.0%436,3941.4%ORDUNHUnitedHealth Group$38,039,660$36,243,351 ▼-48.8%75,1981.3%MedicalORCLOracle$37,713,632$1,795,713 ▼-4.5%226,3181.3%Computer and TechnologyIMTXImmatics$36,014,119$36,014,119 ▲New Holding5,065,2771.2%MedicalBSXBoston Scientific$35,520,688$13,039,827 ▲58.0%397,6791.2%MedicalGEGeneral Electric$33,468,4150.0%200,6621.1%TransportationRCKTRocket Pharmaceuticals$32,266,574$32,266,574 ▲New Holding2,566,9511.1%MedicalERASErasca$30,910,660$3,647,118 ▼-10.6%12,315,0041.1%MedicalMCDMcDonald's$30,043,6200.0%103,6381.0%Retail/WholesaleVZVerizon Communications$29,529,176$810,197 ▼-2.7%738,4141.0%Computer and TechnologyTGTXTG Therapeutics$29,498,000$29,498,000 ▲New Holding980,0001.0%MedicalBABoeing$27,469,869$27,469,869 ▲New Holding155,1970.9%AerospaceCZRCaesars Entertainment$25,814,009$25,814,009 ▲New Holding772,4120.9%Consumer DiscretionaryAPLSApellis Pharmaceuticals$25,310,597$25,310,597 ▲New Holding793,1870.9%MedicalDDOGDatadog$25,212,941$25,212,941 ▲New Holding176,4500.9%Computer and TechnologyCONTINEUM THERAPEUTICS INC$25,198,0000.0%1,720,0000.9%CL ANVDANVIDIA$24,273,723$24,273,723 ▲New Holding180,7560.8%Computer and TechnologyPROKProKidney$20,856,7400.0%12,341,2660.7%MedicalABEOAbeona Therapeutics$20,528,2520.0%3,685,5030.7%MedicalJNJJohnson & Johnson$20,244,775$222,570 ▲1.1%139,9860.7%MedicalUALUnited Airlines$19,483,115$19,483,115 ▲New Holding200,6500.7%TransportationBIIBBiogen$17,652,473$13,073,131 ▲285.5%115,4360.6%MedicalDOMINOS PIZZA INC$16,093,598$16,093,598 ▲New Holding38,3400.5%COMFULCFulcrum Therapeutics$15,690,790$10,131,672 ▲182.3%3,338,4660.5%MedicalIFRXInflaRx$14,162,7580.0%5,733,9100.5%MedicalSTROSutro Biopharma$13,730,991$506,000 ▲3.8%7,462,4950.5%MedicalCRWDCrowdStrike$12,349,581$29,446,974 ▼-70.5%36,0930.4%Computer and TechnologyZURAZura Bio$12,152,3480.0%4,860,9390.4%MedicalGLUEMonte Rosa Therapeutics$10,852,758$7,600,702 ▼-41.2%1,563,7980.4%MedicalMOLNMolecular Partners$10,547,654$8,648,454 ▲455.4%2,221,4940.4%MedicalDISWalt Disney$10,531,483$10,531,483 ▲New Holding94,5800.4%Consumer DiscretionaryRCUSArcus Biosciences$8,578,963$1,302,086 ▼-13.2%576,1560.3%MedicalPALVELLA THERAPEUTICS INC NE$8,573,556$8,573,556 ▲New Holding714,4630.3%COMBIOAGE LABS INC$8,409,025$15,425 ▼-0.2%1,452,3360.3%COMSCPHscPharmaceuticals$6,516,754$736,738 ▼-10.2%1,840,8910.2%MedicalSNYSanofi$6,342,293$2,093,182 ▼-24.8%131,5010.2%MedicalGEHCGE HealthCare Technologies$5,863,5000.0%75,0000.2%MedicalEXASExact Sciences$5,287,4790.0%94,1000.2%MedicalMRKMerck & Co., Inc.$5,272,440$5,272,440 ▲New Holding53,0000.2%MedicalKEZAR LIFE SCIENCES INC$4,816,620$4,816,620 ▲New Holding716,7590.2%COM NEWPEPGPepGen$4,450,677$1,844,256 ▼-29.3%1,174,3210.2%MedicalTMOThermo Fisher Scientific$4,109,817$332,947 ▲8.8%7,9000.1%MedicalABTAbbott Laboratories$3,791,4470.0%33,5200.1%MedicalDHRDanaher$3,121,880$648,938 ▼-17.2%13,6000.1%MedicalELANElanco Animal Health$3,071,0960.0%253,6000.1%MedicalCORCencora$2,805,8040.0%12,4880.1%MedicalISRGIntuitive Surgical$2,714,1920.0%5,2000.1%MedicalDXCMDexCom$2,463,7540.0%31,6800.1%MedicalMTDMettler-Toledo International$2,403,3080.0%1,9640.1%MedicalSRPTSarepta Therapeutics$2,175,002$2,175,002 ▲New Holding17,8880.1%MedicalBMYBristol-Myers Squibb$1,911,728$1,911,728 ▲New Holding33,8000.1%MedicalNTRANatera$1,598,8300.0%10,1000.1%MedicalSYKStryker$1,569,8180.0%4,3600.1%MedicalAVTRAvantor$1,513,8800.0%71,8500.1%MedicalIQVIQVIA$1,409,9590.0%7,1750.0%MedicalMDTMedtronic$1,394,7050.0%17,4600.0%MedicalWATWaters$1,168,5870.0%3,1500.0%MedicalMCKMcKesson$1,042,9350.0%1,8300.0%MedicalGLPGGalapagos$1,020,553$277,448 ▼-21.4%37,1110.0%MedicalELVElevance Health$1,010,786$1,010,786 ▲New Holding2,7400.0%MedicalHCAHCA Healthcare$957,4790.0%3,1900.0%MedicalEWEdwards Lifesciences$821,7330.0%11,1000.0%MedicalAAgilent Technologies$670,3570.0%4,9900.0%MedicalVERALTO CORP$557,6290.0%5,4750.0%COM SHSRMDResMed$546,5690.0%2,3900.0%MedicalIONSIonis Pharmaceuticals$377,5680.0%10,8000.0%MedicalZBHZimmer Biomet$344,3540.0%3,2600.0%MedicalSTESTERIS$314,5070.0%1,5300.0%MedicalPACS GROUP INC$262,2000.0%20,0000.0%COM SHSBAXBaxter International$232,4050.0%7,9700.0%MedicalALGNAlign Technology$229,3610.0%1,1000.0%MedicalAAPLApple$0$78,322,251 ▼-100.0%00.0%Computer and TechnologyACLXArcellx$0$57,617,725 ▼-100.0%00.0%MedicalRPRXRoyalty Pharma$0$52,799,353 ▼-100.0%00.0%FinanceTAT&T$0$50,277,392 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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