HoldingsChannel.com
Suvretta Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ADOBE INC 970,535 -11,220 $308,863
     ADBE970,535-11,220$308,863
AMAZON COM INC 127,363 -12,637 $248,322
     AMZN127,363-12,637$248,322
FIDELITY NATL INFORMATION SV 1,870,928 +17,920 $227,580
     FIS1,870,928+17,920$227,580
SALESFORCE COM INC 1,572,771 -860 $226,448
     CRM1,572,771-860$226,448
CHARTER COMMUNICATIONS INC N 370,880 +370,880 $161,819
     CHTR370,880+370,880$161,819
UNION PAC CORP 1,132,610 +1,132,610 $159,743
     UNP1,132,610+1,132,610$159,743
ACTIVISION BLIZZARD INC 2,547,563 -70,177 $151,529
     ATVI2,547,563-70,177$151,529
BOSTON SCIENTIFIC CORP 4,544,220 +2,868,710 $148,278
     BSX4,544,220+2,868,710$148,278
UNITEDHEALTH GROUP INC 533,090 +91,050 $132,942
     UNH533,090+91,050$132,942
MCKESSON CORP 973,915 +973,915 $131,732
     MCK973,915+973,915$131,732
CENTENE CORP DEL 2,140,511 +635,330 $127,168
     CNC2,140,511+635,330$127,168
JOHNSON & JOHNSON 925,930 -289,550 $121,417
     JNJ925,930-289,550$121,417
IQVIA HLDGS INC 1,045,020 +1,045,020 $112,716
     IQV1,045,020+1,045,020$112,716
GLOBAL PMTS INC 610,473 -396,480 $88,049
     GPN610,473-396,480$88,049
JACOBS ENGR GROUP INC 1,107,913 +125,543 $87,824
     JEC1,107,913+125,543$87,824
NIKE INC 984,623 -249,597 $81,468
     NKE984,623-249,597$81,468
NORFOLK SOUTHERN CORP 542,980 +1,160 $79,275
     NSC542,980+1,160$79,275
DOLLAR GEN CORP NEW 510,940 +510,940 $77,157
     DG510,940+510,940$77,157
TAKE TWO INTERACTIVE SOFTWAR 626,834 +626,834 $74,349
     TTWO626,834+626,834$74,349
DEERE & CO 480,276 +480,276 $66,355
     DE480,276+480,276$66,355
L3HARRIS TECHNOLOGIES INC 361,231 -321,499 $65,065
     LHX361,231-321,499$65,065
KBR INC 3,115,360 -47,970 $64,426
     KBR3,115,360-47,970$64,426
ALIBABA GROUP HLDG LTD 331,040 +331,040 $64,381
     BABA331,040+331,040$64,381
CVS HEALTH CORP 1,081,000 +1,081,000 $64,136
     CVS1,081,000+1,081,000$64,136
MONSTER BEVERAGE CORP NEW 1,117,000 +1,117,000 $62,842
     MNST1,117,000+1,117,000$62,842
TJX COS INC NEW 1,158,040 +1,158,040 $55,366
     TJX1,158,040+1,158,040$55,366
ALEXION PHARMACEUTICALS INC 551,418 +551,418 $49,512
     ALXN551,418+551,418$49,512
BIOGEN INC 153,670 +153,670 $48,618
     BIIB153,670+153,670$48,618
ROSS STORES INC 534,770 +534,770 $46,509
     ROST534,770+534,770$46,509
GFL ENVIRONMENTAL INC 2,887,340 +2,887,340 $43,454
     GFL2,887,340+2,887,340$43,454
CHIPOTLE MEXICAN GRILL INC 65,050 +65,050 $42,569
     CMG65,050+65,050$42,569
STARBUCKS CORP 591,910 +591,910 $38,912
     SBUX591,910+591,910$38,912
ANAPLAN INC 1,224,172 +1,224,172 $37,043
     PLAN1,224,172+1,224,172$37,043
UBER TECHNOLOGIES INC 1,319,154 +1,319,154 $36,831
     UBER1,319,154+1,319,154$36,831
SERVICEMASTER GLOBAL HLDGS I 1,297,340 +1,297,340 $35,028
     SERV1,297,340+1,297,340$35,028
JD COM INC 752,350 +752,350 $30,470
     JD752,350+752,350$30,470
VIRGIN GALACTIC HOLDINGS INC      $27,587
     SPCE1,282,000-4,218,000$18,948
     SPCE.WT1,155,683-16,010$8,639
GENERAL DYNAMICS CORP 170,000 +170,000 $22,493
     GD170,000+170,000$22,493
BRISTOL MYERS SQUIBB CO      $17,175
     RIGHT 99 99 99994,519,710+4,519,710$17,175
LYFT INC 368,750 -1,429,310 $9,901
     LYFT368,750-1,429,310$9,901
DXC TECHNOLOGY CO 652,240 -1,378,980 $8,512
     DXC652,240-1,378,980$8,512
TURNING POINT THERAPEUTICS I 32,300 +32,300 $1,443
     TPTX32,300+32,300$1,443
STEMLINE THERAPEUTICS INC 295,500 +295,500 $1,430
     STML295,500+295,500$1,430
COHERUS BIOSCIENCES INC 81,300 +81,300 $1,319
     CHRS81,300+81,300$1,319
AURINIA PHARMACEUTICALS INC 80,800 +80,800 $1,172
     AUPH80,800+80,800$1,172
GLOBAL BLOOD THERAPEUTICS IN 21,600 +21,600 $1,104
     GBT21,600+21,600$1,104
ARENA PHARMACEUTICALS INC 26,200 +26,200 $1,100
     ARNA26,200+26,200$1,100
HERON THERAPEUTICS INC      $1,097
     Call53,000+53,000$622
     HRTX40,500+40,500$475
EIGER BIOPHARMACEUTICALS INC 159,800 +159,800 $1,087
     EIGR159,800+159,800$1,087
HOMOLOGY MEDICINES INC 68,800 +68,800 $1,069
     FIXX68,800+68,800$1,069

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 03/31/2020: $3,703,271
At 12/31/2019: $4,398,737

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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