Suvretta Capital Management’s Walt Disney DIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-94,580	Closed	-$10.5M	–	105
2024 Q4	$10.5M	Buy	+94,580	New	+$9.94M	0.36%	56
2022 Q4	–	Sell	-926,850	Closed	-$87.4M	–	92
2022 Q3	$87.4M	Buy	926,850 +575,924	+164%	+$61.6M	3.63%	5
2022 Q2	$33.1M	Buy	+350,926	New	+$38.9M	1.26%	32
2021 Q2	–	Sell	-1,146,508	Closed	-$212M	–	125
2021 Q1	$212M	Buy	+1,146,508	New	+$211M	3.13%	8
2019 Q3	–	Sell	-1,124,790	Closed	-$157M	–	51
2019 Q2	$157M	Buy	+1,124,790	New	+$149M	3.33%	11
2017 Q3	–	Sell	-1,045,422	Closed	-$111M	–	21
2017 Q2	$111M	Sell	1,045,422 -194,698	-16%	-$21.3M	3.44%	13
2017 Q1	$141M	Buy	1,240,120 +497,620	+67%	+$54.8M	4.38%	7
2016 Q4	$77.4M	Buy	+742,500	New	+$72.4M	2%	14

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Suvretta Capital Management's DIS Position: Q1 2025 in Review

Suvretta Capital Management sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 94,580 shares — an estimated $10.5M sold.

Suvretta Capital Management first reported a position in DIS in Q4 2016 and held it in 8 quarters. The position peaked at $212M in Q1 2021. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

Suvretta Capital Management reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
Suvretta Capital Management sold 94,580 Walt Disney shares in Q1 2025, an estimated $10.5M.
Suvretta Capital Management first reported a position in Walt Disney in Q4 2016 and held it in 8 quarters.
Suvretta Capital Management's Walt Disney position peaked at $212M in Q1 2021.
3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

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