SUVRETTA CAPITAL MANAGEMENT, LLC Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$4.2T
Holdings
28
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADBEADOBE SYS INC | 2,260,621 | $396.2B | 9.36% | |
| 2 | GOOGALPHABET INC | 359,008 | $375.7B | 8.88% | |
| 3 | CRMSALESFORCE COM INC | 3,550,559 | $363.0B | 8.58% | |
| 4 | STZCONSTELLATION BRANDS INC | 1,382,600 | $316.0B | 7.47% | |
| 5 | UTXZUNITED TECHNOLOGIES CORP | 2,003,175 | $255.5B | 6.04% | |
| 6 | QSRRESTAURANT BRANDS INTL INC | 4,156,527 | $255.5B | 6.04% | |
| 7 | FMCF M C CORP | 2,698,180 | $255.4B | 6.04% | |
| 8 | —DOWDUPONT INC | 2,964,451 | $211.1B | 4.99% | |
| 9 | MOALTRIA GROUP INC | 2,829,340 | $202.0B | 4.78% | |
| 10 | BABAALIBABA GROUP HLDG LTD | 989,740 | $170.7B | 4.03% | |
| 11 | BLKCHFBLACKROCK INC | 290,270 | $149.1B | 3.52% | |
| 12 | —TWENTY FIRST CENTY FOX INC | 4,120,210 | $142.3B | 3.36% | |
| 13 | CSXCSX CORP | 2,510,998 | $138.1B | 3.27% | |
| 14 | UNHUNITEDHEALTH GROUP INC | 529,545 | $116.7B | 2.76% | |
| 15 | UNPUNION PAC CORP | 856,300 | $114.8B | 2.71% | |
| 16 | BIDUNBAIDU INC | 489,438 | $114.6B | 2.71% | |
| 17 | AABAUSDALTABA INC | 1,592,010 | $111.2B | 2.63% | |
| 18 | NSCNORFOLK SOUTHERN CORP | 656,830 | $95.2B | 2.25% | |
| 19 | CICIGNA CORPORATION | 406,870 | $82.6B | 1.95% | |
| 20 | DPZDOMINOS PIZZA INC | 304,168 | $57.5B | 1.36% | |
| 21 | ULTAULTA BEAUTY INC | 256,004 | $57.3B | 1.35% | |
| 22 | CPRTCOPART INC | 1,220,990 | $52.7B | 1.25% | |
| 23 | BMTABRITISH AMERN TOB PLC | 708,120 | $47.4B | 1.12% | |
| 24 | OPLNKAR AUCTION SVCS INC | 919,940 | $46.5B | 1.10% | |
| 25 | FDXFEDEX CORP | 149,400 | $37.3B | 0.88% | |
| 26 | WENWENDYS CO | 1,781,750 | $29.3B | 0.69% | |
| 27 | JACKJACK IN THE BOX INC | 225,330 | $22.1B | 0.52% | |
| 28 | MPCMARATHON PETE CORP | 220,660 | $14.6B | 0.34% |