HoldingsChannel.com
Suvretta Capital Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ADOBE INC 983,135 +23,331 $289,681
     ADBE983,135+23,331$289,681
NETFLIX INC 710,961 +394,580 $261,150
     NFLX710,961+394,580$261,150
WORLDPAY INC 2,037,510 +779,610 $249,697
     WP2,037,510+779,610$249,697
SALESFORCE COM INC 1,588,111 -136,909 $240,964
     CRM1,588,111-136,909$240,964
LOCKHEED MARTIN CORP 642,220 +642,220 $233,473
     LMT642,220+642,220$233,473
BOEING CO      $212,797
     BA489,590-16,754$178,216
     Call95,000+5,000$34,581
IQVIA HLDGS INC 1,098,410 +446,310 $176,734
     IQV1,098,410+446,310$176,734
SONY CORP 3,106,370 +3,106,370 $162,743
     SNE3,106,370+3,106,370$162,743
DISNEY WALT CO 1,124,790 +1,124,790 $157,066
     DIS1,124,790+1,124,790$157,066
TOTAL SYS SVCS INC 1,166,640 +1,166,640 $149,645
     TSS1,166,640+1,166,640$149,645
RESTAURANT BRANDS INTL INC 2,068,150 +58,950 $143,819
     QSR2,068,150+58,950$143,819
SPOTIFY TECHNOLOGY S A 946,466 +946,466 $138,392
     SPOT946,466+946,466$138,392
BOSTON SCIENTIFIC CORP 2,668,400 -409,000 $114,688
     BSX2,668,400-409,000$114,688
JACOBS ENGR GROUP INC 1,338,436 +1,338,436 $112,951
     JEC1,338,436+1,338,436$112,951
ZIMMER BIOMET HLDGS INC 878,760 +527,960 $103,465
     ZBH878,760+527,960$103,465
KIMBERLY CLARK CORP 730,100 +730,100 $97,308
     KMB730,100+730,100$97,308
INGERSOLL RAND PLC 758,000 +758,000 $96,016
     IR758,000+758,000$96,016
D R HORTON INC 2,040,220 -213,513 $87,995
     DHI2,040,220-213,513$87,995
COMCAST CORP NEW 2,071,172 -1,689,697 $87,569
     CMCSA2,071,172-1,689,697$87,569
ALIBABA GROUP HLDG LTD      $85,921
     BABA1,147,060+753,742$194,369
     Put640,000+640,000$108,448
KBR INC 3,010,410 +3,010,410 $75,080
     KBR3,010,410+3,010,410$75,080
NORTHROP GRUMMAN CORP 228,708 +228,708 $73,898
     NOC228,708+228,708$73,898
CENTENE CORP DEL 1,304,043 +1,304,043 $68,384
     CNC1,304,043+1,304,043$68,384
ARAMARK 1,793,340 +1,793,340 $64,668
     ARMK1,793,340+1,793,340$64,668
CSX CORP 708,204 -548,196 $54,794
     CSX708,204-548,196$54,794
COPART INC 722,000 -231,600 $53,962
     CPRT722,000-231,600$53,962
FIRST DATA CORP NEW 1,703,200 +1,703,200 $46,106
     FDC1,703,200+1,703,200$46,106
NORFOLK SOUTHERN CORP 212,223 -141,100 $42,302
     NSC212,223-141,100$42,302
SEA LTD 1,225,739 +660,040 $40,719
     SE1,225,739+660,040$40,719
TYSON FOODS INC      $35,057
     TSN1,134,192+1,134,192$91,575
     Put700,000+700,000$56,518
FISERV INC 312,480 +312,480 $28,486
     FISV312,480+312,480$28,486
FAR PT ACQUISITION CORP      $25,699
     FPAC2,405,421UNCH$24,511
     FPAC.WT927,900UNCH$1,188
LUCKIN COFFEE INC 1,089,190 +1,089,190 $21,228
     LK1,089,190+1,089,190$21,228
CHEWY INC 300,000 +300,000 $10,500
     CHWY300,000+300,000$10,500
THE REALREAL INC 100,000 +100,000 $2,890
     REAL100,000+100,000$2,890
BLACKSTONE GROUP L P 30,600 +11,600 $1,359
     BX30,600+11,600$1,359
CHANGE HEALTHCARE INC 45,000 +45,000 $657
     CHNG45,000+45,000$657
INTELSAT S A      $46
     I677,380-1,420$13,175
     Put675,000UNCH$13,129
LAS VEGAS SANDS CORP      $-47,272
     Put800,000+800,000$47,272
3M CO      $-80,603
     Put465,000+465,000$80,603
TESLA INC      $-110,166
     Put493,000+493,000$110,166

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 06/30/2019: $4,722,250
At 03/31/2019: $3,454,400

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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