Suvretta Capital Management’s Biohaven BHVN Stock Holding History

Suvretta Capital Management’s Portfolio BHVN Stock Details BHVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$87M	Hold	10,286,937	–	–	2.22%	18
2025 Q4	$116M	Buy	10,286,937 +4,666,666	+83%	+$57.8M	2.38%	9
2025 Q3	$84.4M	Hold	5,620,271	–	–	2.16%	12
2025 Q2	$79.3M	Hold	5,620,271	–	–	2.39%	11
2025 Q1	$135M	Hold	5,620,271	–	–	5.01%	3
2024 Q4	$210M	Buy	5,620,271 +421,052	+8%	+$19.6M	7.15%	1
2024 Q3	$260M	Hold	5,199,219	–	–	8.31%	2
2024 Q2	$180M	Buy	5,199,219 +1,196,173	+30%	+$47.3M	6.63%	2
2024 Q1	$219M	Sell	4,003,046 -569,790	-12%	-$28.2M	8.13%	2
2023 Q4	$196M	Buy	4,572,836 +567,236	+14%	+$17.6M	8.85%	1
2023 Q3	$104M	Buy	4,005,600 +138,042	+4%	+$2.87M	5.63%	2
2023 Q2	$92.5M	Buy	3,867,558 +18,620	+0.5%	+$321K	4.95%	2
2023 Q1	$52.6M	Hold	3,848,938	–	–	2.22%	18
2022 Q4	$53.4M	Buy	3,848,938 +3,785,889	+6,005%	+$53.5M	2.24%	17
2022 Q3	$388K	Buy	+63,049	New	+$458K	0.02%	70

Other funds holding BHVN

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IAM

Infinitum Asset Management Fort Lauderdale, Florida $801M AUM 8.83% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

RPSM

Royalty Pharma Sub-Manager New York $173M AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Suvretta Capital Management held its Biohaven (BHVN) position steady in Q1 2026 at 10,286,937 shares worth $87M. The position accounts for 2.22% of the portfolio, ranked #18.

Suvretta Capital Management first reported a position in BHVN in Q3 2022 and has held it in 15 quarters since. The position peaked at $260M in Q3 2024. 275 funds tracked by Wall St. Rank hold BHVN as of Q1 2026.

Suvretta Capital Management held 10,286,937 shares of Biohaven worth $87M as of Q1 2026.
Suvretta Capital Management left its Biohaven share count unchanged in Q1 2026.
Biohaven made up 2.22% of Suvretta Capital Management's portfolio in Q1 2026, its #18 holding.
Suvretta Capital Management first reported a position in Biohaven in Q3 2022 and has held it in 15 quarters since.
Suvretta Capital Management's Biohaven position peaked at $260M in Q3 2024.
275 funds tracked by Wall St. Rank held Biohaven as of Q1 2026.

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