Suvretta Capital Management
Aaron Cowen
Latest 13F filed May 15, 2026 for the quarter ending Mar 31, 2026 · $3.92B across 89 positions · view on SEC EDGAR
Recent SEC filings · past 3 months
| Filed | Form | Subject / period | |
|---|---|---|---|
| Jun 23, 2026 | SCHEDULE 13G | Faeth Therapeutics, Inc. | SEC |
| May 15, 2026 | 13F-HR | Quarter ending Mar 31, 2026 | SEC |
| May 12, 2026 | SCHEDULE 13G | Replimune Group, Inc. | SEC |
| May 12, 2026 | SCHEDULE 13G/A | Erasca, Inc. | SEC |
| May 12, 2026 | SCHEDULE 13G/A | Zura Bio Limited | SEC |
| May 8, 2026 | SCHEDULE 13D | Avalyn Pharma Inc. | SEC |
| May 5, 2026 | SCHEDULE 13D/A | Veradermics, Inc | SEC |
| May 5, 2026 | 4 | Veradermics, IncMANE | SEC |
Top holdings
| # | Holding | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | ARCUTIS BIOTHERAPEUTICS INC | $290.4M | 7.4% | 12,327,000 |
| 2 | VERADERMICS INC | $263.3M | 6.7% | 4,168,970 |
| 3 | STATE STR SPDR S&P 500 ETF TPUT | $227.6M | 5.8% | 350,000 |
| 4 | PALVELLA THERAPEUTICS INC NE | $143.8M | 3.7% | 1,153,496 |
| 5 | APELLIS PHARMACEUTICALS INC | $141.5M | 3.6% | 3,518,471 |
| 6 | LEGEND BIOTECH CORP | $137.1M | 3.5% | 7,581,029 |
| 7 | BENITEC BIOPHARMA INC | $123.0M | 3.1% | 11,548,351 |
| 8 | CAPRICOR THERAPEUTICS INC | $116.1M | 3.0% | 3,818,600 |
| 9 | IMMATICS N.V | $110.1M | 2.8% | 11,190,129 |
| 10 | ARCUS BIOSCIENCES INC | $108.7M | 2.8% | 5,030,993 |
| 11 | EYEPOINT INC | $106.9M | 2.7% | 8,296,375 |
| 12 | ARRIVENT BIOPHARMA INC | $101.5M | 2.6% | 4,401,083 |
| 13 | TAIWAN SEMICONDUCTOR MANUFAC | $100.9M | 2.6% | 298,707 |
| 14 | NVIDIA CORPORATION | $100.2M | 2.6% | 574,656 |
| 15 | META PLATFORMS INC | $97.1M | 2.5% | 169,707 |
| 16 | KALVISTA PHARMACEUTICALS INC | $96.0M | 2.5% | 4,768,712 |
| 17 | GE AEROSPACE | $88.0M | 2.2% | 310,262 |
| 18 | BIOHAVEN LTD | $87.0M | 2.2% | 10,286,937 |
| 19 | SYSCO CORP | $82.7M | 2.1% | 1,159,156 |
| 20 | MGM RESORTS INTERNATIONAL | $79.9M | 2.0% | 2,158,800 |
| 21 | COMPASS THERAPEUTICS INC | $75.7M | 1.9% | 14,307,379 |
| 22 | HOME DEPOT INC | $72.9M | 1.9% | 221,590 |
| 23 | KURA ONCOLOGY INC | $69.7M | 1.8% | 8,575,422 |
| 24 | MONTE ROSA THERAPEUTICS INC | $69.5M | 1.8% | 4,226,809 |
| 25 | BANK AMERICA CORP | $63.1M | 1.6% | 1,295,245 |
Showing top 25 of 89 reported positions. Put/Call tags mark options positions.
Latest-quarter moves · from the most recent 13F vs. the prior quarter
New buys (15)
- VERADERMICS INC$263.3M
- VULCAN MATLS CO$49.4M
- CRINETICS PHARMACEUTICALS IN$37.9M
- US FOODS HLDG CORP$36.5M
- PERFORMANCE FOOD GROUP CO$33.1M
- LIFE TIME GROUP HOLDINGS INC$13.7M
- WINGSTOP INC$9.2M
- ANTERIS TECHNOLOGIES GLOBAL$4.7M
- SATELLOS BIOSCIENCE INC$2.7M
- TALEN ENERGY CORP$1.9M
- WW GRAINGER INC$1.1M
- SENSEI BIOTHERAPEUTICS INC$1.1M
- VISTRA CORP$902K
- SPOTIFY TECHNOLOGY S A$533K
- ROBLOX CORP$476K
Added to (23)
- ARCUTIS BIOTHERAPEUTICS INC$290.4M
- PALVELLA THERAPEUTICS INC NE$143.8M
- LEGEND BIOTECH CORP$137.1M
- CAPRICOR THERAPEUTICS INC$116.1M
- EYEPOINT INC$106.9M
- ARRIVENT BIOPHARMA INC$101.5M
- TAIWAN SEMICONDUCTOR MANUFAC$100.9M
- NVIDIA CORPORATION$100.2M
- META PLATFORMS INC$97.1M
- SYSCO CORP$82.7M
- MGM RESORTS INTERNATIONAL$79.9M
- COMPASS THERAPEUTICS INC$75.7M
- MONTE ROSA THERAPEUTICS INC$69.5M
- CAPITAL ONE FINL CORP$55.2M
- ZURA BIO LTD$53.9M
- FERGUSON ENTERPRISES INC$49.4M
- REPLIMUNE GROUP INC$32.3M
- ADVISORSHARES TR$32.1M
- ABBOTT LABORATORIES$6.9M
- MEDTRONIC PLC$6.3M
- INTUITIVE SURGICAL INC$5.2M
- EDWARDS LIFESCIENCES CORP$1.5M
- WATERS CORP$960K
Trimmed (16)
- STATE STR SPDR S&P 500 ETF T (Put)$227.6M
- APELLIS PHARMACEUTICALS INC$141.5M
- ARCUS BIOSCIENCES INC$108.7M
- HOME DEPOT INC$72.9M
- BANK AMERICA CORP$63.1M
- ERASCA INC$55.6M
- AMAZON COM INC$52.9M
- ADVANCED MICRO DEVICES INC$52.3M
- APOLLO GLOBAL MGMT INC$43.2M
- UNITEDHEALTH GROUP INC$27.2M
- BOSTON SCIENTIFIC CORP$7.8M
- COHERENT CORP$7.1M
- DANAHER CORP DEL$6.9M
- JOHNSON & JOHNSON$5.7M
- TESLA INC$1.9M
- MICROSOFT CORP$1.8M
Exited (19)
- ARK ETF TR (Put)$241.7M
- COCA COLA CO$96.7M
- HIMS & HERS HEALTH INC (Put)$83.1M
- SERVICENOW INC$59.7M
- SALESFORCE INC$53.0M
- ULTRAGENYX PHARMACEUTICAL IN$46.4M
- ORACLE CORP$44.1M
- UNIQURE NV$29.1M
- CHIPOTLE MEXICAN GRILL INC$25.4M
- TANGO THERAPEUTICS INC$23.6M
- BIOGEN INC$23.3M
- DICKS SPORTING GOODS INC$22.6M
- GOLDMAN SACHS GROUP INC$21.2M
- INSMED INC$19.0M
- ROCKET PHARMACEUTICALS INC$10.5M
- EXACT SCIENCES CORP$9.6M
- MODERNA INC$6.1M
- UNITED THERAPEUTICS CORP DEL$3.7M
- CHARLES RIV LABS INTL INC$201K
Data from SEC EDGAR filings. 13Fs are quarterly and lag by up to 45 days, cover only US-listed long positions and certain options, and exclude shorts and non-US holdings. Not investment advice.