Suvretta
Aaron Cowen
hedge fundlong short
Portfolio Value
$3.9B
Positions
89
Quarter
2026-03-31
New Positions
15
Exits
19
Portfolio Value History — 8 Quarters
| Ticker | Value | Shares | % of Portfolio |
|---|---|---|---|
| $290.4M | 12.3M | 7.4% | |
VERADERMIC | $263.3M | 4.2M | 6.7% |
SPYPut | $227.6M | 350.0K | 5.8% |
PALVELLA T | $143.8M | 1.2M | 3.7% |
| $141.5M | 3.5M | 3.6% | |
| $137.1M | 7.6M | 3.5% | |
BENITEC BI | $123.0M | 11.5M | 3.1% |
CAPRICOR T | $116.1M | 3.8M | 3.0% |
IMMATICS N | $110.1M | 11.2M | 2.8% |
| $108.7M | 5.0M | 2.8% | |
| $106.9M | 8.3M | 2.7% | |
ARRIVENT B | $101.5M | 4.4M | 2.6% |
| $100.9M | 298.7K | 2.6% | |
| $100.2M | 574.7K | 2.6% | |
| $97.1M | 169.7K | 2.5% | |
| $96.0M | 4.8M | 2.5% | |
| $88.0M | 310.3K | 2.2% | |
BIOHAVEN L | $87.0M | 10.3M | 2.2% |
| $82.7M | 1.2M | 2.1% | |
| $79.9M | 2.2M | 2.0% | |
COMPASS TH | $75.7M | 14.3M | 1.9% |
| $72.9M | 221.6K | 1.9% | |
| $69.7M | 8.6M | 1.8% | |
MONTE ROSA | $69.5M | 4.2M | 1.8% |
| $63.1M | 1.3M | 1.6% | |
| $55.6M | 3.4M | 1.4% | |
| $55.2M | 302.4K | 1.4% | |
ZURA BIO L | $53.9M | 9.1M | 1.4% |
| $52.9M | 254.0K | 1.4% | |
| $52.3M | 257.2K | 1.3% | |
| $50.3M | 6.6M | 1.3% | |
| $49.4M | 181.6K | 1.3% | |
| $49.4M | 211.9K | 1.3% | |
| $43.2M | 387.7K | 1.1% | |
MINERALYS | $41.7M | 1.5M | 1.1% |
| $37.9M | 1.0M | 1.0% | |
CONTINEUM | $37.1M | 2.8M | 0.9% |
| $36.5M | 396.0K | 0.9% | |
| $33.1M | 386.9K | 0.8% | |
| $32.3M | 4.2M | 0.8% | |
ADVISORSHA | $32.1M | 9.0M | 0.8% |
AURA BIOSC | $29.3M | 4.4M | 0.7% |
| $27.2M | 100.6K | 0.7% | |
PROKIDNEY | $22.1M | 12.3M | 0.6% |
| $13.7M | 510.3K | 0.4% | |
WHITEHAWK | $12.8M | 3.7M | 0.3% |
ABEONA THE | $12.0M | 2.7M | 0.3% |
| $9.2M | 59.5K | 0.2% | |
MOLECULAR | $8.8M | 2.2M | 0.2% |
| $7.8M | 123.9K | 0.2% | |
LEXEO THER | $7.2M | 1.3M | 0.2% |
| $7.1M | 30.0K | 0.2% | |
INFLARX NV | $7.1M | 7.9M | 0.2% |
| $6.9M | 36.4K | 0.2% | |
| $6.9M | 66.9K | 0.2% | |
| $6.6M | 13.4K | 0.2% | |
MEDTRONIC | $6.3M | 72.3K | 0.2% |
| $5.7M | 23.4K | 0.1% | |
KEZAR LIFE | $5.3M | 716.8K | 0.1% |
| $5.2M | 11.3K | 0.1% | |
ANTERIS TE | $4.7M | 850.0K | 0.1% |
| $3.9M | 12.5K | 0.1% | |
SATELLOS B | $2.7M | 475.0K | 0.1% |
| $2.5M | 2.0K | 0.1% | |
| $2.0M | 10.1K | 0.1% | |
| $2.0M | 31.7K | 0.1% | |
| $1.9M | 5.9K | 0.0% | |
| $1.9M | 5.2K | 0.0% | |
| $1.9M | 6.0K | 0.0% | |
MEDLINE IN | $1.9M | 42.5K | 0.0% |
| $1.8M | 5.0K | 0.0% | |
| $1.6M | 1.8K | 0.0% | |
| $1.5M | 3.2K | 0.0% | |
| $1.5M | 18.7K | 0.0% | |
| $1.2M | 7.2K | 0.0% | |
| $1.1M | 1.0K | 0.0% | |
SENSEI BIO | $1.1M | 34.5K | 0.0% |
| $960K | 3.2K | 0.0% | |
| $902K | 6.0K | 0.0% | |
| $811K | 10.8K | 0.0% | |
| $569K | 5.0K | 0.0% | |
| $537K | 2.4K | 0.0% | |
SPOTIFY TE | $533K | 1.1K | 0.0% |
| $484K | 5.5K | 0.0% | |
| $476K | 8.4K | 0.0% | |
| $389K | 17.9K | 0.0% | |
STERIS PLC | $338K | 1.5K | 0.0% |
| $327K | 16.7K | 0.0% | |
| $295K | 3.3K | 0.0% |
Filing History
| Quarter | Filed | Portfolio Value | Positions | SEC Filing |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $3.9B | 89 | View on EDGAR |
| 2025-12-31 | 2026-02-17 | $4.9B | 93 | View on EDGAR |
| 2025-09-30 | 2025-11-14 | $3.9B | 93 | View on EDGAR |
| 2025-06-30 | 2025-08-14 | $3.3B | 98 | View on EDGAR |
| 2025-03-31 | 2025-05-15 | $2.7B | 100 | View on EDGAR |
| 2024-12-31 | 2025-02-14 | $2.9B | 96 | View on EDGAR |
| 2024-09-30 | 2024-11-14 | $3.1B | 98 | View on EDGAR |
| 2024-06-30 | 2024-08-14 | $2.7B | 98 | View on EDGAR |