HoldingsChannel.com
Suvretta Capital Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ADOBE INC 986,355 +3,220 $272,481
     ADBE986,355+3,220$272,481
FIDELITY NATL INFORMATION SV 1,895,218 +1,895,218 $251,609
     FIS1,895,218+1,895,218$251,609
SALESFORCE COM INC 1,517,144 -70,967 $225,205
     CRM1,517,144-70,967$225,205
RESTAURANT BRANDS INTL INC      $210,653
     QSR2,843,100+774,950$202,258
     Call118,000+118,000$8,395
GLOBAL PMTS INC 1,213,623 +1,213,623 $192,966
     GPN1,213,623+1,213,623$192,966
UNITED PARCEL SERVICE INC      $176,241
     UPS1,180,881+1,180,881$141,493
     Call290,000+290,000$34,748
L3HARRIS TECHNOLOGIES INC 779,240 +779,240 $162,581
     LHX779,240+779,240$162,581
ACTIVISION BLIZZARD INC 3,046,940 +3,046,940 $161,244
     ATVI3,046,940+3,046,940$161,244
D R HORTON INC 2,990,560 +950,340 $157,632
     DHI2,990,560+950,340$157,632
TYSON FOODS INC      $156,898
     TSN1,441,430+307,238$124,165
     Call380,000+380,000$32,733
LOCKHEED MARTIN CORP 400,914 -241,306 $156,381
     LMT400,914-241,306$156,381
KIMBERLY CLARK CORP 1,089,490 +359,390 $154,762
     KMB1,089,490+359,390$154,762
SONY CORP 2,296,262 -810,108 $135,778
     SNE2,296,262-810,108$135,778
JACOBS ENGR GROUP INC 1,447,800 +109,364 $132,474
     JEC1,447,800+109,364$132,474
IQVIA HLDGS INC 820,700 -277,710 $122,596
     IQV820,700-277,710$122,596
NORTHROP GRUMMAN CORP 300,030 +71,322 $112,448
     NOC300,030+71,322$112,448
MEDTRONIC PLC 870,380 +870,380 $94,541
     MDT870,380+870,380$94,541
SERVICENOW INC 346,420 +346,420 $87,939
     NOW346,420+346,420$87,939
ZIMMER BIOMET HLDGS INC 626,890 -251,870 $86,053
     ZBH626,890-251,870$86,053
ELECTRONIC ARTS INC 842,890 +842,890 $82,451
     EA842,890+842,890$82,451
KBR INC 3,161,070 +150,660 $77,573
     KBR3,161,070+150,660$77,573
BOSTON SCIENTIFIC CORP 1,719,399 -949,001 $69,962
     BSX1,719,399-949,001$69,962
DEERE & CO 409,830 +409,830 $69,130
     DE409,830+409,830$69,130
COPART INC 723,620 +1,620 $58,128
     CPRT723,620+1,620$58,128
SOCIAL CAP HEDOSOPHIA HLDGS      $52,228
     IPOA4,607,400+4,607,400$49,299
     IPOA.WT1,171,693+1,171,693$2,929
ROYAL CARIBBEAN CRUISES LTD 454,528 +454,528 $49,239
     RCL454,528+454,528$49,239
LYFT INC 1,103,967 +1,103,967 $45,086
     LYFT1,103,967+1,103,967$45,086
OWENS CORNING NEW 639,220 +639,220 $40,399
     OC639,220+639,220$40,399
ANHEUSER BUSCH INBEV SA NV 370,050 +370,050 $35,210
     BUD370,050+370,050$35,210
KB HOME 969,209 +969,209 $32,953
     KBH969,209+969,209$32,953
SUMMIT MATLS INC 1,392,766 +1,392,766 $30,919
     SUM1,392,766+1,392,766$30,919
ARAMARK 585,670 -1,207,670 $25,523
     ARMK585,670-1,207,670$25,523
LENNAR CORP 438,378 +438,378 $24,483
     LEN438,378+438,378$24,483
FAIR ISAAC CORP 66,500 +66,500 $20,184
     FICO66,500+66,500$20,184
ENVISTA HLDGS CORP 300,000 +300,000 $8,364
     NVST300,000+300,000$8,364
BLACKSTONE GROUP INC 15,900 -14,700 $777
     BX15,900-14,700$777
FAR PT ACQUISITION CORP      $589
     FPAC.WT490,800-437,100$589

See Full List: All Stocks Held By Suvretta Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Suvretta Capital Management LLC

Size ($ in 1000's)
At 09/30/2019: $3,866,566
At 06/30/2019: $4,722,250

Suvretta Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Suvretta Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Suvretta Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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