SUVRETTA CAPITAL MANAGEMENT, LLC Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$3.8T
Holdings
19
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CRMSALESFORCE COM INC | 3,160,148 | $431.0B | 11.42% | |
| 2 | ADBEADOBE SYS INC | 1,534,189 | $374.1B | 9.91% | |
| 3 | METAFACEBOOK INC | 1,891,523 | $367.6B | 9.74% | |
| 4 | BABAALIBABA GROUP HLDG LTD | 1,774,219 | $329.2B | 8.72% | |
| 5 | FMCF M C CORP | 2,915,100 | $260.1B | 6.89% | |
| 6 | QSRRESTAURANT BRANDS INTL INC | 3,843,734 | $231.8B | 6.14% | |
| 7 | STZCONSTELLATION BRANDS INC | 1,005,667 | $220.1B | 5.83% | |
| 8 | UTXZUNITED TECHNOLOGIES CORP | 1,632,102 | $204.1B | 5.41% | Call |
| 9 | BAXBAXTER INTL INC | 2,747,061 | $202.8B | 5.38% | |
| 10 | —DOWDUPONT INC | 2,768,551 | $182.5B | 4.84% | |
| 11 | MPCMARATHON PETE CORP | 2,575,432 | $180.7B | 4.79% | |
| 12 | DEDEERE & CO | 1,283,369 | $179.4B | 4.75% | |
| 13 | HLTHILTON WORLDWIDE HLDGS INC | 2,169,202 | $171.7B | 4.55% | |
| 14 | BABOEING CO | 487,551 | $163.6B | 4.34% | |
| 15 | MRKMERCK & CO INC | 1,986,127 | $120.6B | 3.19% | |
| 16 | CPRTCOPART INC | 934,030 | $52.8B | 1.40% | |
| 17 | PBFPBF ENERGY INC | 983,500 | $41.2B | 1.09% | |
| 18 | MARMARRIOTT INTL INC NEW | 250,981 | $31.8B | 0.84% | |
| 19 | —FAR PT ACQUISITION CORP | 2,786,700 | $28.4B | 0.75% |