Fund Update: SUVRETTA CAPITAL MANAGEMENT, LLC Just Disclosed New Holdings

SUVRETTA CAPITAL MANAGEMENT, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-05-15 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 1,984,748 shares of $RCUS (~$11,524,133). This was a increase of ~344.48% from their previous position.
• An increase of 91,100 shares of $MRK (~$7,661,976). This was a increase of ~171.89% from their previous position.
• A decrease of 48,660 shares of $GS (~$28,536,105). This was a increase of ~-65.58% from their previous position.
• A decrease of 722,133 shares of $KO (~$41,068,862). This was a increase of ~-63.46% from their previous position.
• An increase of 853,428 shares of $APLS (~$10,700,873). This was a increase of ~107.59% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for SUVRETTA CAPITAL MANAGEMENT, LLC for more details.