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Aaron Cowen Suvretta Capital Management

AUM $5.47B
1-Year Est. Return 131.34%
 

Aaron Cowen is the founder of Suvretta Capital Management, a long/short equity firm with a fundamental research process. The firm invests across sectors with an emphasis on differentiated fundamental views. Cowen’s disclosures are tracked by investors who follow mid-to-large fundamental hedge funds.

This Fund
S&P 500
This Quarter Est. Return
-5.35%
1 Year Est. Return
+131.34%
3 Year Est. Return
+363.85%
5 Year Est. Return
+515.73%
10 Year Est. Return
+2,786.05%
AUM
$2.69B
AUM Growth
-$239M
Cap. Flow
+$33.3M
Cap. Flow %
1.24%
Top 10 Hldgs %
47.52%
Holding
112
New
16
Increased
29
Reduced
14
Closed
12

Top Buys

Rank Stock Value
1
HD icon
Home Depot
HD
+$38M
2
RARE icon
Ultragenyx Pharmaceutical
RARE
+$36.3M
3
ETNB
89bio
ETNB
+$36.1M
4
BAC icon
Bank of America
BAC
+$33.6M
5
CMG icon
Chipotle Mexican Grill
CMG
+$29.3M

Top Sells

Rank Stock Value
1
ITCI
Intra-Cellular Therapies Inc.
ITCI
+$92M
2
KO icon
Coca-Cola
KO
+$48.2M
3
SBUX icon
Starbucks
SBUX
+$47M
4
CRH icon
CRH
CRH
+$41.5M
5
MCD icon
McDonald's
MCD
+$30M

Sector Composition

Rank Sector Weight
1 Healthcare 60.02%
2 Technology 10.47%
3 Consumer Discretionary 6.61%
4 Financials 5.33%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALGN icon
101
Align Technology
ALGN
$11.5B
– –
-1,100
Closed -$229K
BA icon
102
Boeing
BA
$169B
– –
-155,197
Closed -$27.5M
BMY icon
103
Bristol-Myers Squibb
BMY
$137B
– –
-33,800
Closed -$1.91M
CRWD icon
104
CrowdStrike
CRWD
$195B
– –
-144,372
Closed -$12.3M
DIS icon
105
Walt Disney
DIS
$186B
– –
-94,580
Closed -$10.5M
DPZ icon
106
Domino's
DPZ
$11.3B
– –
-38,340
Closed -$16.1M
GEHC icon
107
GE HealthCare
GEHC
$33.8B
– –
-75,000
Closed -$5.86M
MCD icon
108
McDonald's
MCD
$192B
– –
-103,638
Closed -$30M
SBUX icon
109
Starbucks
SBUX
$122B
– –
-514,922
Closed -$47M
SCPH
110
DELISTED
scPharmaceuticals
SCPH
– –
-1,840,891
Closed -$6.52M
TGTX icon
111
CALL
TG Therapeutics
TGTX
$8.31B
– –
-980,000
Closed -$29.5M
VZ icon
112
Verizon
VZ
$205B
– –
-738,414
Closed -$29.5M
1 2 3 4
5

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Aaron Cowen's Q1 2025 Portfolio in Review

As of Q1 2025, Aaron Cowen held 112 positions worth $2.69B, down 8.2% from $2.93B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Aaron Cowen's Q1 2025 filing shows 16 new, 29 increased, 14 reduced and 12 closed positions. Its largest new stake was Home Depot: 97,571 shares worth $35.8M. The largest sale was Intra-Cellular Therapies Inc., an estimated $92M.

By sector, the portfolio is most concentrated in Healthcare at 60% of assets, up from 56% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Aaron Cowen's largest Q1 2025 buy was Home Depot: 97,571 shares worth $35.8M.
  • Aaron Cowen added most to Ultragenyx Pharmaceutical in Q1 2025, an estimated $36.3M increase.
  • Aaron Cowen's biggest Q1 2025 reduction was Intra-Cellular Therapies Inc., cutting an estimated $92M.
  • Aaron Cowen fully exited Starbucks in Q1 2025, selling an estimated $47M.
  • Aaron Cowen's ten largest holdings make up 48% of its $2.69B portfolio in Q1 2025.
  • Aaron Cowen opened 16 new positions and closed 12 in Q1 2025.
  • Aaron Cowen's portfolio value fell 8.2% quarter-over-quarter to $2.69B.

Based on Suvretta Capital Management's 13F filing for Q1 2025, filed 15 May 2025.