StockDriftsStockDriftsTop 50 Suvretta Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | 7.88% | 12.33M | $290.4M | +3.03%(+363.00K) | $9.40(+174.50%) | 2026-03-31 | |
| MANE | VERADERMICS INC | 7.14% | 4.17M | $263.3M | new | $63.15(+105.45%) | 2026-03-31 | |
| PVLA | PALVELLA THERAPEUTICS INC NE | 3.9% | 1.15M | $143.8M | +29.26%(+261.10K) | $43.87(+234.53%) | 2026-03-31 | |
| APLS | APELLIS PHARMACEUTICALS INC | 3.84% | 3.52M | $141.5M | -15.00%(-620.96K) | $24.82(+65.28%) | 2026-03-31 | |
| LEGN | LEGEND BIOTECH CORP | 3.72% | 7.58M | $137.1M | +14.71%(+972.40K) | $32.72(-8.59%) | 2026-03-31 | |
| BNTC | BENITEC BIOPHARMA INC | 3.34% | 11.55M | $123.0M | +0.00%(+0) | $9.25(+42.87%) | 2026-03-31 | |
| CAPR | CAPRICOR THERAPEUTICS INC | 3.15% | 3.82M | $116.1M | +113.85%(+2.03M) | $24.21(-4.12%) | 2026-03-31 | |
| IMTX | IMMATICS N.V | 2.99% | 11.19M | $110.1M | +0.00%(+0) | $7.17(+38.81%) | 2026-03-31 | |
| RCUS | ARCUS BIOSCIENCES INC | 2.95% | 5.03M | $108.7M | -3.04%(-157.87K) | $13.63(+122.51%) | 2026-03-31 | |
| EYPT | EYEPOINT INC | 2.9% | 8.30M | $106.9M | +5.99%(+468.69K) | $12.00(+16.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.53% | +79.48% |
| Top 20 Holdings Unweighted | +24.34% | +92.25% |
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