SUVRETTA CAPITAL MANAGEMENT, LLC Q1 2017 Filing
Filed May 15, 2017
Portfolio Value
$3.2T
Holdings
36
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADBEADOBE SYS INC | 2,675,842 | $348.2B | 10.85% | |
| 2 | GOOGALPHABET INC | 347,590 | $288.3B | 8.98% | |
| 3 | CHTRCHARTER COMMUNICATIONS INC N | 745,481 | $244.0B | 7.60% | |
| 4 | STZCONSTELLATION BRANDS INC | 1,309,288 | $212.2B | 6.61% | |
| 5 | MPCMARATHON PETE CORP | 4,095,879 | $207.0B | 6.45% | Call |
| 6 | QSRRESTAURANT BRANDS INTL INC | 3,666,760 | $204.4B | 6.37% | |
| 7 | DISDISNEY WALT CO | 1,741,820 | $197.5B | 6.15% | Call |
| 8 | CMCSACOMCAST CORP NEW | 3,468,406 | $130.4B | 4.06% | |
| 9 | JDJD COM INC | 3,020,743 | $94.0B | 2.93% | |
| 10 | MHKMOHAWK INDS INC | 377,361 | $86.6B | 2.70% | |
| 11 | ORLYO REILLY AUTOMOTIVE INC NEW | 312,280 | $84.3B | 2.62% | |
| 12 | AZOAUTOZONE INC | 111,690 | $80.8B | 2.52% | |
| 13 | HDHOME DEPOT INC | 549,400 | $80.7B | 2.51% | |
| 14 | FMCF M C CORP | 1,031,000 | $71.7B | 2.23% | |
| 15 | UNHUNITEDHEALTH GROUP INC | 436,540 | $71.6B | 2.23% | |
| 16 | CRMSALESFORCE COM INC | 847,340 | $69.9B | 2.18% | |
| 17 | USFDUS FOODS HLDG CORP | 2,112,960 | $59.1B | 1.84% | |
| 18 | BABAALIBABA GROUP HLDG LTD | 539,950 | $58.2B | 1.81% | |
| 19 | OPLNKAR AUCTION SVCS INC | 1,307,480 | $57.1B | 1.78% | |
| 20 | CCEPCOCA COLA EUROPEAN PARTNERS | 1,505,626 | $56.7B | 1.77% | |
| 21 | MCDMCDONALDS CORP | 435,960 | $56.5B | 1.76% | |
| 22 | LOWLOWES COS INC | 624,560 | $51.3B | 1.60% | |
| 23 | GTGOODYEAR TIRE & RUBR CO | 1,346,890 | $48.5B | 1.51% | |
| 24 | PKPARK HOTELS RESORTS INC | 1,735,242 | $44.5B | 1.39% | |
| 25 | CICIGNA CORPORATION | 297,360 | $43.6B | 1.36% | |
| 26 | —AETNA INC NEW | 337,780 | $43.1B | 1.34% | |
| 27 | —ENVISION HEALTHCARE CORP | 673,247 | $41.3B | 1.29% | |
| 28 | MDLZMONDELEZ INTL INC | 894,740 | $38.5B | 1.20% | Call |
| 29 | HONHONEYWELL INTL INC | 231,000 | $28.8B | 0.90% | |
| 30 | —FRONTIER COMMUNICATIONS CORP | 11,121,321 | $23.8B | 0.74% | |
| 31 | MIKUSDMICHAELS COS INC | 1,012,480 | $22.7B | 0.71% | |
| 32 | NOMDNOMAD HLDGS LTD | 1,507,980 | $17.3B | 0.54% | |
| 33 | CLCOLGATE PALMOLIVE CO | 193,650 | $14.2B | 0.44% | |
| 34 | KHCKRAFT HEINZ CO | 147,390 | $13.4B | 0.42% | |
| 35 | CPRTCOPART INC | 211,725 | $13.1B | 0.41% | |
| 36 | LBRDKLIBERTY BROADBAND CORP | 82,000 | $7.1B | 0.22% |