SCM
Suvretta Capital Management Portfolio holdings
AUM
$4.01B
1-Year Est. Return
66.2%
This Fund
S&P 500
1 Year Est. Return
+66.2%
AUM
$4.01B
AUM Growth
+$713M
(+22%)
Holding
107
Top Buys
| 1 | +$82.5M | |
| 2 | +$79.9M | |
| 3 | +$57.8M | |
| 4 |
ServiceNow
NOW
|
+$47.9M |
| 5 |
uniQure
QURE
|
+$47M |
Top Sells
| 1 | +$122M | |
| 2 | +$40.1M | |
| 3 | +$35.1M | |
| 4 |
RNAM
Avidity Biosciences
RNAM
|
+$32.7M |
| 5 |
Mineralys Therapeutics
MLYS
|
+$23.8M |
Sector Composition
| 1 | Healthcare | 62.12% |
| 2 | Technology | 13.07% |
| 3 | Consumer Discretionary | 7.72% |
| 4 | Financials | 5.61% |
| 5 | Consumer Staples | 4.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Regeneron Pharmaceuticals
REGN
$81.1B
| – | – |
-17,730
|
|
||
|
RNAM
102
DELISTED
Avidity Biosciences
RNAM
| – | – |
-750,000
|
|
||
103
Snowflake
SNOW
$57.6B
| – | – |
-89,200
|
|
||
104
State Street SPDR S&P 500 ETF Trust
SPY
$694B
| – | – |
0
|
|
||
105
Sutro Biopharma
STRO
$323M
| – | – |
-648,832
|
|
||
106
State Street SPDR S&P Biotech ETF
XBI
$8.27B
| – | – |
0
|
|
||
107
PACS Group
PACS
$5.69B
| – | – |
-20,000
|
|