Institutional Fund
Suvretta Capital Management, LLC
New York, NYCIK 15690645 filings on record
Portfolio Value
$3.69B
Q1 2026
Holdings
88
Reported positions
New Buys
15
Opened this quarter
QoQ Change
-8.1%
from $4.01B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Arcutis Biotherapeutics Inc7.9%
- Veradermics Inc7.1%
- Palvella Therapeutics Inc Ne3.9%
- Apellis Pharmaceuticals Inc3.8%
- Legend Biotech Corp3.7%
- Benitec Biopharma Inc3.3%
- Other70.2%
Portfolio Holdings
88 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Arcutis Biotherapeutics Inc | 12.33M | $290.42M | 7.9% | +363.0K | Added |
| 2 | Veradermics Inc | 4.17M | $263.27M | 7.1% | +4.17M | New |
| 3 | Palvella Therapeutics Inc Ne | 1.15M | $143.78M | 3.9% | +261.1K | Added |
| 4 | Apellis Pharmaceuticals Inc | 3.52M | $141.55M | 3.8% | −621.0K | Reduced |
| 5 | Legend Biotech Corp | 7.58M | $137.14M | 3.7% | +972.4K | Added |
| 6 | Benitec Biopharma Inc | 11.55M | $122.99M | 3.3% | 0 | Held |
| 7 | Capricor Therapeutics Inc | 3.82M | $116.09M | 3.1% | +2.03M | Added |
| 8 | Immatics N.V | 11.19M | $110.11M | 3.0% | 0 | Held |
| 9 | Arcus Biosciences Inc | 5.03M | $108.67M | 2.9% | −157.9K | Reduced |
| 10 | Eyepoint Pharmaceuticals Inc | 8.30M | $106.94M | 2.9% | +468.7K | Added |
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