DOSSIER · 13F-HR · Q1 2026

SUVRETTA CAPITAL MANAGEMENT, LLC

SUVRETTA's asset manager based in Boston, MA $3.9B in tracked AUM across 89 positions as of Q1 2026.

S
SUVRETTA·Boston, MA·Asset Manager
CIK 0001569064 · last filed Mar 31, 2026
Total AUM
$3.9B
7.0%
vs prior
Holdings
89
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
Top sector
Financials
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SUVRETTA CAPITAL MANAGEMENT 13F Filing
1. Portfolio Overview

Suvretta Capital Management reported a significant portfolio contraction for the period ending September 30, 2025. The total portfolio value decreased by 18.0%, dropping from $3.32 billion to $2.72 billion. This reduction in assets under management (AUM) coincides with a substantial shift in strategy, evidenced by high portfolio turnover. The fund executed 21 new buys and 21 complete exits, indicating a...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ARQT
ARCUTIS BIOTHERAPEUTICS INC
$290M12.3M7.4%
02
MANE
VERADERMICS INC
$263M4.2M6.7%
03
SPY
STATE STR SPDR S&P 500 ETF T
$228M350K5.8%
04
PVLA
PALVELLA THERAPEUTICS INC NE
$144M1.2M3.7%
05
APLS
APELLIS PHARMACEUTICALS INC
$142M3.5M3.6%
06
LEGN
LEGEND BIOTECH CORP
$137M7.6M3.5%
07
BNTC
BENITEC BIOPHARMA INC
$123M11.5M3.1%
08
CAPR
CAPRICOR THERAPEUTICS INC
$116M3.8M3.0%
09
N44445109
IMMATICS N.V
$110M11.2M2.8%
10
RCUS
ARCUS BIOSCIENCES INC
$109M5.0M2.8%

Filing history

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