SCM
XYZ

Suvretta Capital Management’s Block Inc XYZ Stock Holding History

Suvretta Capital Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-432,296
Closed -$28.8M – 105
2023
Q2 		$28.8M Buy
432,296
+64,856
+18% +$4.05M 1.54% 21
2023
Q1 		$25.2M Sell
367,440
-476,863
-56% -$35.7M 1.22% 33
2022
Q4 		$53.1M Buy
844,303
+182,763
+28% +$11.3M 2.23% 18
2022
Q3 		$36.4M Sell
661,540
-18,136
-3% -$1.28M 1.53% 28
2022
Q2 		$41.8M Buy
+679,676
New +$62.1M 1.59% 23
2022
Q1 		– Sell
-429,984
Closed -$69.4M – 108
2021
Q4 		$69.4M Buy
429,984
+127,054
+42% +$27.5M 1.35% 27
2021
Q3 		$72.7M Buy
+302,930
New +$77.8M 1.24% 30
2021
Q2 		– Sell
-400,950
Closed -$91M – 135
2021
Q1 		$91M Buy
+400,950
New +$93.8M 1.35% 32
2020
Q4 		– Sell
-332,550
Closed -$54.1M – 126
2020
Q3 		$54.1M Buy
+332,550
New +$47M 0.98% 38

Other funds holding XYZ

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return