SUVRETTA CAPITAL MANAGEMENT, LLC — 13F holdings

SUVRETTA CAPITAL MANAGEMENT, LLC reported 96 holdings worth $5.47B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SPY SPDR S&P 500 ETF TR — $709M (13.0%)
2. MANE VERADERMICS INC — $513M (9.4%)
3. ARQT ARCUTIS BIOTHERAPEUTICS INC — $326M (6.0%)
4. LEGN Legend Biotech Corp — $204M (3.7%)
5. PVLA PALVELLA THERAPEUTICS INC NE — $174M (3.2%)
6. AVBP ARRIVENT BIOPHARMA INC — $157M (2.9%)
7. BNTC BENITEC BIOPHARMA INC — $155M (2.8%)
8. BHVN Biohaven Ltd — $153M (2.8%)
9. AMD ADVANCED MICRO DEVICES INC — $149M (2.7%)
10. RCUS ARCUS BIOSCIENCES INC — $147M (2.7%)