Stock Taper 
SUVRETTA CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 DICK'S Sporting Goods, Inc. | DKS | 151.32K | $34.32M |
 Cerebras Systems Inc. | CBRS | 171.9K | $37.99M |
 Mineralys Therapeutics, Inc. | MLYS | 173.89K | $4.69M |
 Meta Platforms, Inc. | META | 175.81K | $99.03M |
 Amazon.com, Inc. | AMZN | 204.86K | $48.83M |
 Vulcan Materials Company | VMC | 214.98K | $63.42M |
 Planet Fitness, Inc. | PLNT | 219.91K | $11.47M |
 The Home Depot, Inc. | HD | 226.05K | $79.72M |
 Ferguson plc | FERG | 246.76K | $58.56M |
 Advanced Micro Devices, Inc. | AMD | 257.24K | $149.43M |
 Amphenol Corporation | APH | 269.3K | $47.48M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 304.63K | $145.48M |
 GE Aerospace | GE | 310.26K | $115.95M |
 Capital One Financial Corporation | COF | 333.1K | $66.83M |
 Apollo Global Management, Inc. | APO | 383.3K | $45.35M |
 Kardigan, Inc. | KARD | 400K | $9.54M |
 Hut 8 Corp. | HUT | 670K | $77.35M |
 NVIDIA Corporation | NVDA | 720.61K | $144.19M |
 Bank of America Corporation | BAC | 789.72K | $45M |
 Palvella Therapeutics, Inc. | PVLA | 1.14M | $173.51M |