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Suvretta Capital Management’s Arcutis Biotherapeutics ARQT Stock Holding History

Suvretta Capital Management’s Portfolio ARQT Stock Details ARQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$290M Buy
12,327,000
+363,000
+3% +$9.26M 7.42% 1
2025
Q4 		$347M Buy
11,964,000
+1,486,000
+14% +$38M 7.12% 2
2025
Q3 		$198M Sell
10,478,000
-1,057,582
-9% -$16.7M 5.06% 2
2025
Q2 		$162M Buy
11,535,582
+112,604
+1% +$1.58M 4.88% 2
2025
Q1 		$179M Buy
11,422,978
+23,840
+0.2% +$336K 6.63% 2
2024
Q4 		$159M Buy
11,399,138
+677,627
+6% +$7.42M 5.41% 3
2024
Q3 		$99.7M Buy
10,721,511
+717,019
+7% +$7.08M 3.19% 6
2024
Q2 		$93M Buy
10,004,492
+2,127,195
+27% +$19.2M 3.42% 6
2024
Q1 		$78.1M Sell
7,877,297
-595,804
-7% -$4.45M 2.9% 8
2023
Q4 		$27.4M Buy
8,473,101
+7,337,874
+646% +$19.9M 1.24% 28
2023
Q3 		$6.03M Buy
1,135,227
+262,800
+30% +$2.23M 0.33% 51
2023
Q2 		$8.31M Buy
872,427
+193,036
+28% +$2.14M 0.44% 53
2023
Q1 		$7.47M Buy
+679,391
New +$9.83M 0.32% 55

Other funds holding ARQT

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Suvretta Capital Management's ARQT Position: Q1 2026 in Review

Suvretta Capital Management increased its Arcutis Biotherapeutics (ARQT) stake by 3% in Q1 2026, buying an estimated $9.26M and bringing the position to 12,327,000 shares worth $290M. The position accounts for 7.42% of the portfolio, ranked #1.

Suvretta Capital Management first reported a position in ARQT in Q1 2023 and has held it in 13 quarters since. The position peaked at $347M in Q4 2025. 269 funds tracked by Wall St. Rank hold ARQT as of Q1 2026.

  • Suvretta Capital Management held 12,327,000 shares of Arcutis Biotherapeutics worth $290M as of Q1 2026.
  • Suvretta Capital Management bought 363,000 Arcutis Biotherapeutics shares in Q1 2026, an estimated $9.26M.
  • Arcutis Biotherapeutics made up 7.42% of Suvretta Capital Management's portfolio in Q1 2026, its #1 holding.
  • Suvretta Capital Management first reported a position in Arcutis Biotherapeutics in Q1 2023 and has held it in 13 quarters since.
  • Suvretta Capital Management's Arcutis Biotherapeutics position peaked at $347M in Q4 2025.
  • 269 funds tracked by Wall St. Rank held Arcutis Biotherapeutics as of Q1 2026.

Based on Suvretta Capital Management's 13F filing for Q1 2026, filed 15 May 2026.