Suvretta Capital Management’s Arcus Biosciences RCUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$109M	Sell	5,030,993 -157,865	-3%	-$3.41M	2.78%	10
2025 Q4	$124M	Buy	5,188,858 +1,500,000	+41%	+$30.6M	2.53%	7
2025 Q3	$50.2M	Hold	3,688,858	–	–	1.28%	30
2025 Q2	$30M	Buy	3,688,858 +1,127,954	+44%	+$9.63M	0.91%	35
2025 Q1	$20.1M	Buy	2,560,904 +1,984,748	+344%	+$23M	0.75%	37
2024 Q4	$8.58M	Sell	576,156 -87,447	-13%	-$1.43M	0.29%	57
2024 Q3	$10.1M	Sell	663,603 -293,701	-31%	-$4.63M	0.32%	52
2024 Q2	$14.6M	Hold	957,304	–	–	0.54%	45
2024 Q1	$18.1M	Hold	957,304	–	–	0.67%	42
2023 Q4	$18.3M	Buy	957,304 +360,205	+60%	+$5.76M	0.83%	38
2023 Q3	$10.7M	Buy	+597,099	New	+$12M	0.58%	44

Other funds holding RCUS

Gilead Sciences Foster City, California $2.12B AUM 143.53% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

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

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

Suvretta Capital Management reduced its Arcus Biosciences (RCUS) stake by 3% in Q1 2026, selling an estimated $3.41M and leaving 5,030,993 shares worth $109M. The position accounts for 2.78% of the portfolio, ranked #10.

Suvretta Capital Management first reported a position in RCUS in Q3 2023 and has held it in 11 quarters since. The position peaked at $124M in Q4 2025. 210 funds tracked by Wall St. Rank hold RCUS as of Q1 2026.

Suvretta Capital Management held 5,030,993 shares of Arcus Biosciences worth $109M as of Q1 2026.
Suvretta Capital Management sold 157,865 Arcus Biosciences shares in Q1 2026, an estimated $3.41M.
Arcus Biosciences made up 2.78% of Suvretta Capital Management's portfolio in Q1 2026, its #10 holding.
Suvretta Capital Management first reported a position in Arcus Biosciences in Q3 2023 and has held it in 11 quarters since.
Suvretta Capital Management's Arcus Biosciences position peaked at $124M in Q4 2025.
210 funds tracked by Wall St. Rank held Arcus Biosciences as of Q1 2026.

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