Institutions / Suvretta Capital Management, LLC

Suvretta Capital Management, LLC

CIK 1569064 · Institutionalso an insider · as of Dec 31, 2025
Portfolio value
$4.01B
Positions
90
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 90 →
CompanyClassValueShares% of portfolio
Arcutis Biotherapeutics, Inc.—$347.43M11,964,0008.7%
Benitec Biopharma Inc.BNTCCommon Stock$155.56M11,548,3513.9%
Legend Biotech CorpLEGNADR$143.67M6,608,6293.6%
EyePoint, Inc.—$143.01M7,827,6853.6%
Arcus Biosciences, Inc.—$123.65M5,188,8583.1%
Immatics N.V—$117.50M11,190,1292.9%
Biohaven Ltd.—$116.14M10,286,9372.9%
Meta Platforms Inc—$111.60M169,0692.8%
Apellis Pharmaceuticals, Inc.—$103.98M4,139,4262.6%
NVIDIA Corp—$99.01M530,9002.5%
Coca Cola Co—$96.67M1,382,7502.4%
General Electric Co—$95.57M310,2622.4%
Amazon.com Inc—$93.75M406,1462.3%
Palvella Therapeutics, Inc.PVLACommon Stock$93.41M892,4002.3%
Kura Oncology, Inc.—$89.10M8,575,4222.2%
Bank of America Corp /De—$83.47M1,517,6302.1%
Advanced Micro Devices Inc—$83.43M389,5762.1%
Home Depot, Inc.—$82.88M240,8612.1%
Arrivent Biopharma IncAVBPCommon Stock$82.61M4,106,0352.1%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$82.48M271,4012.1%
Sysco Corp—$79.86M1,083,7902.0%
Apollo Global Management, Inc.—$78.59M542,8902.0%
Microsoft Corp—$77.23M159,6951.9%
KalVista Pharmaceuticals Inc—$77.01M4,768,7121.9%
Compass Therapeutics, Inc.—$76.16M14,182,3791.9%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.

Insider transactions

Also files Forms 3 / 4 / 5
DateActionCompanyValueShares ΔPosition afterImpact
Feb 4, 2026BuyMANE
Veradermics, Inc
Common stock, par value $0.00001 per share
$1.98M+53K
+1.50%
3,604,141
8.63% of shares
high
Feb 5, 2026BuyMANE
Veradermics, Inc
Common stock, par value $0.00001 per share
$1.46M+39K
+9.30%
455,534
1.09% of shares
high
Feb 4, 2026BuyMANE
Veradermics, Inc
Common stock, par value $0.00001 per share
$986.8K+26K
+0.72%
3,630,049
8.69% of shares
high
Feb 4, 2026BuyMANE
Veradermics, Inc
Common stock, par value $0.00001 per share
$719.2K+18K
+0.51%
3,648,538
8.73% of shares
high
Feb 5, 2026BuyMANE
Veradermics, Inc
Common stock, par value $0.00001 per share
$709.0K+19K
+4.83%
416,763
1.00% of shares
high
Feb 6, 2026BuyMANE
Veradermics, Inc
Common stock, par value $0.00001 per share
$706.8K+19K
+3.86%
520,453
1.25% of shares
high
Feb 5, 2026BuyMANE
Veradermics, Inc
Common stock, par value $0.00001 per share
$689.7K+18K
+3.92%
473,369
1.13% of shares
high
Feb 5, 2026BuyMANE
Veradermics, Inc
Common stock, par value $0.00001 per share
$659.2K+17K
+3.50%
489,932
1.17% of shares
high
Feb 4, 2026BuyMANE
Veradermics, Inc
Common stock, par value $0.00001 per share
$531.7K+15K
+0.41%
3,550,797
8.50% of shares
high
Feb 6, 2026BuyMANE
Veradermics, Inc
Common stock, par value $0.00001 per share
$402.3K+11K
+2.28%
501,115
1.20% of shares
medium