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 Q2	$326M	Buy	12,437,000 +110,000	+0.9%	+$2.56M	5.96%	3
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Suvretta Capital Management's ARQT Position: Q2 2026 in Review

Suvretta Capital Management increased its Arcutis Biotherapeutics (ARQT) stake by 0.89% in Q2 2026, buying an estimated $2.56M and bringing the position to 12,437,000 shares worth $326M. The position accounts for 5.96% of the portfolio, ranked #3.

Suvretta Capital Management first reported a position in ARQT in Q1 2023 and has held it in 14 quarters since. The position peaked at $347M in Q4 2025. 272 funds tracked by Wall St. Rank hold ARQT as of Q2 2026.

Suvretta Capital Management held 12,437,000 shares of Arcutis Biotherapeutics worth $326M as of Q2 2026.
Suvretta Capital Management bought 110,000 Arcutis Biotherapeutics shares in Q2 2026, an estimated $2.56M.
Arcutis Biotherapeutics made up 5.96% of Suvretta Capital Management's portfolio in Q2 2026, its #3 holding.
Suvretta Capital Management first reported a position in Arcutis Biotherapeutics in Q1 2023 and has held it in 14 quarters since.
Suvretta Capital Management's Arcutis Biotherapeutics position peaked at $347M in Q4 2025.
272 funds tracked by Wall St. Rank held Arcutis Biotherapeutics as of Q2 2026.

Based on Suvretta Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.