What Aaron Cowen last reported owning
Suvretta Capital Management
Latest 13F filed Aug 14, 2026 for the quarter ending Jun 30, 2026 · $5.47B across 96 positions · view on SEC EDGAR
Recent SEC filings · past 3 months
| Filed | Form | Subject / period | |
|---|---|---|---|
| Aug 21, 2026 | SCHEDULE 13D/A | Veradermics, Incorporated | SEC |
| Aug 21, 2026 | 4 | Veradermics, IncMANE | SEC |
| Aug 14, 2026 | SCHEDULE 13G/A | InflaRx N.V. | SEC |
| Aug 14, 2026 | SCHEDULE 13G/A | Fulcrum Therapeutics, Inc. | SEC |
| Aug 14, 2026 | SCHEDULE 13G/A | Monte Rosa Therapeutics, Inc. | SEC |
| Aug 14, 2026 | SCHEDULE 13G/A | Kura Oncology, Inc. | SEC |
| Aug 14, 2026 | SCHEDULE 13G/A | Abeona Therapeutics Inc. | SEC |
| Aug 14, 2026 | 13F-HR | Quarter ending Jun 30, 2026 | SEC |
| Aug 6, 2026 | SCHEDULE 13G/A | Replimune Group, Inc. | SEC |
| Jun 23, 2026 | SCHEDULE 13G | Faeth Therapeutics, Inc. | SEC |
Top holdings
| # | Holding | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF TPUT | $709.4M | 13.0% | 950,000 |
| 2 | VERADERMICS INC | $512.5M | 9.4% | 4,168,970 |
| 3 | ARCUTIS BIOTHERAPEUTICS INC | $326.1M | 6.0% | 12,437,000 |
| 4 | LEGEND BIOTECH CORP | $204.2M | 3.7% | 7,070,000 |
| 5 | PALVELLA THERAPEUTICS INC NE | $173.5M | 3.2% | 1,135,406 |
| 6 | ARRIVENT BIOPHARMA INC | $156.9M | 2.9% | 4,515,531 |
| 7 | BENITEC BIOPHARMA INC | $154.5M | 2.8% | 11,548,351 |
| 8 | BIOHAVEN LTD | $153.1M | 2.8% | 10,286,937 |
| 9 | ADVANCED MICRO DEVICES INC | $149.4M | 2.7% | 257,240 |
| 10 | ARCUS BIOSCIENCES INC | $147.3M | 2.7% | 4,776,423 |
| 11 | TAIWAN SEMICONDUCTOR MANUFAC | $145.5M | 2.7% | 304,627 |
| 12 | NVIDIA CORPORATION | $144.2M | 2.6% | 720,609 |
| 13 | EYEPOINT INC | $118.6M | 2.2% | 8,296,375 |
| 14 | SYSCO CORP | $118.0M | 2.2% | 1,411,550 |
| 15 | GE AEROSPACE | $116.0M | 2.1% | 310,262 |
| 16 | IMMATICS N.V | $113.4M | 2.1% | 11,190,129 |
| 17 | MGM RESORTS INTERNATIONAL | $111.2M | 2.0% | 2,325,360 |
| 18 | META PLATFORMS INC | $99.0M | 1.8% | 175,807 |
| 19 | CAPRICOR THERAPEUTICS INC | $98.6M | 1.8% | 4,092,784 |
| 20 | KURA ONCOLOGY INC | $94.1M | 1.7% | 8,575,422 |
| 21 | MONTE ROSA THERAPEUTICS INC | $85.9M | 1.6% | 3,549,539 |
| 22 | AVALYN PHARMACEUTICALS INC | $82.4M | 1.5% | 2,503,109 |
| 23 | HOME DEPOT INC | $79.7M | 1.5% | 226,053 |
| 24 | HUT 8 CORP | $77.3M | 1.4% | 670,000 |
| 25 | CAPITAL ONE FINL CORP | $66.8M | 1.2% | 333,098 |
Showing top 25 of 96 reported positions. Put/Call tags mark options positions.
Latest-quarter moves · from the most recent 13F vs. the prior quarter
New buys (21)
- AVALYN PHARMACEUTICALS INC$82.4M
- HUT 8 CORP$77.3M
- AMPHENOL CORP$47.5M
- ROUNDHILL ETF TRUST$44.5M
- CEREBRAS SYSTEMS INC$38.0M
- DICKS SPORTING GOODS INC$34.3M
- BROADCOM INC$31.6M
- SPACE EXPLORATION TECHN CORP$17.3M
- MARTIN MARIETTA MATLS INC$15.0M
- PLANET FITNESS MASTER ISSUER$11.5M
- BLOOM ENERGY CORP$10.2M
- KARDIGAN INC$9.5M
- CVS HEALTH CORP$8.7M
- CENTENE CORP DEL$6.4M
- CELLDEX THERAPEUTICS INC NEW$4.5M
- TRULIEVE CANNABIS CORP$3.5M
- LAM RESEARCH CORP$1.9M
- SNOWFLAKE INC$1.4M
- ALPHABET INC$1.2M
- CHARLES RIV LABS INTL INC$229K
- INMED PHARMACEUTICALS INC$155K
Added to (26)
- STATE STR SPDR S&P 500 ETF T (Put)$709.4M
- ARCUTIS BIOTHERAPEUTICS INC$326.1M
- ARRIVENT BIOPHARMA INC$156.9M
- TAIWAN SEMICONDUCTOR MANUFAC$145.5M
- NVIDIA CORPORATION$144.2M
- SYSCO CORP$118.0M
- MGM RESORTS INTERNATIONAL$111.2M
- META PLATFORMS INC$99.0M
- CAPRICOR THERAPEUTICS INC$98.6M
- HOME DEPOT INC$79.7M
- CAPITAL ONE FINL CORP$66.8M
- VULCAN MATLS CO$63.4M
- FERGUSON ENTERPRISES INC$58.6M
- ZURA BIO LTD$55.7M
- INFLARX NV$51.4M
- AURA BIOSCIENCES INC$51.2M
- FAETH THERAPEUTICS INC$50.5M
- ADVISORSHARES TR$49.5M
- REPLIMUNE GROUP INC$48.6M
- SPOTIFY TECHNOLOGY S A$46.7M
- CRINETICS PHARMACEUTICALS IN$44.4M
- LEXEO THERAPEUTICS INC$29.7M
- WHITEHAWK THERAPEUTICS INC$19.7M
- DEXCOM INC$6.9M
- BOSTON SCIENTIFIC CORP$6.0M
- INTUITIVE SURGICAL INC$5.4M
Trimmed (17)
- LEGEND BIOTECH CORP$204.2M
- PALVELLA THERAPEUTICS INC NE$173.5M
- ARCUS BIOSCIENCES INC$147.3M
- MONTE ROSA THERAPEUTICS INC$85.9M
- AMAZON COM INC$48.8M
- APOLLO GLOBAL MGMT INC$45.3M
- BANK OF AMER CORP$45.0M
- COMPASS THERAPEUTICS INC$30.9M
- UNITEDHEALTH GROUP INC$26.7M
- FULCRUM THERAPEUTICS INC$13.5M
- DANAHER CORP DEL$5.1M
- MINERALYS THERAPEUTICS INC$4.7M
- ABEONA THERAPEUTICS INC$3.1M
- JOHNSON & JOHNSON$2.0M
- PERFORMANCE FOOD GROUP CO$1.6M
- WW GRAINGER INC$1.0M
- US FOODS HLDG CORP$708K
Exited (14)
- APELLIS PHARMACEUTICALS INC$141.5M
- KALVISTA PHARMACEUTICALS INC$96.0M
- ERASCA INC$55.6M
- LIFE TIME GROUP HOLDINGS INC$13.7M
- WINGSTOP INC$9.2M
- COHERENT CORP$7.1M
- MEDTRONIC PLC$6.3M
- KEZAR LIFE SCIENCES INC$5.3M
- METTLER TOLEDO INTERNATIONAL$2.5M
- TESLA INC$1.9M
- TALEN ENERGY CORP$1.9M
- VISTRA CORP$902K
- ROBLOX CORP$476K
- VIRIDIAN THERAPEUTICS INC$327K
Data from SEC EDGAR filings. 13Fs are quarterly and lag by up to 45 days, cover only US-listed long positions and certain options, and exclude shorts and non-US holdings. Not investment advice.