Suvretta Capital Management, Llc Buys Lockheed Martin Corp, Sony Corp, The Walt Disney Co, Sells Amazon.com Inc, Sysco Corp, Alphabet Inc

• New Purchases: LMT, SNE, DIS, TSS, SPOT, JEC, KMB, IR, TSN, KBR, NOC, CNC, ARMK, FDC, FISV, LK, CHWY, REAL, CHNG, CHNG,
• Added Positions: NFLX, BABA, WP, IQV, ZBH, SE, ADBE, QSR,
• Reduced Positions: CMCSA, CSX, NSC, CRM, BSX, CPRT, DHI, BA,
• Sold Out: AMZN, SYY, GOOG, ANTM, LOW, TJX, UTX, BURL, MCD, PFE, RCL, WEN, USFD, CPRI, BX,

For the details of SUVRETTA CAPITAL MANAGEMENT, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/suvretta+capital+management%2C+llc/current-portfolio/portfolio

1. Adobe Inc (ADBE) - 983,135 shares, 6.14% of the total portfolio. Shares added by 2.43%
2. PowerShares QQQ Trust Ser 1 (QQQ) - 1,500,000 shares, 5.93% of the total portfolio.
3. Netflix Inc (NFLX) - 710,961 shares, 5.53% of the total portfolio. Shares added by 124.72%
4. Worldpay Inc (WP) - 2,037,510 shares, 5.29% of the total portfolio. Shares added by 61.98%
5. Salesforce.com Inc (CRM) - 1,588,111 shares, 5.10% of the total portfolio. Shares reduced by 7.94%

Suvretta Capital Management, Llc initiated holding in Lockheed Martin Corp. The purchase prices were between $297.27 and $363.54, with an estimated average price of $334.28. The stock is now traded at around $382.75. The impact to a portfolio due to this purchase was 4.95%. The holding were 642,220 shares as of .

Suvretta Capital Management, Llc initiated holding in Sony Corp. The purchase prices were between $42.17 and $53.94, with an estimated average price of $49.06. The stock is now traded at around $55.85. The impact to a portfolio due to this purchase was 3.45%. The holding were 3,106,370 shares as of .

Suvretta Capital Management, Llc initiated holding in The Walt Disney Co. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $135.20. The impact to a portfolio due to this purchase was 3.33%. The holding were 1,124,790 shares as of .

Suvretta Capital Management, Llc initiated holding in Total System Services Inc. The purchase prices were between $95.87 and $129.71, with an estimated average price of $109.82. The stock is now traded at around $129.31. The impact to a portfolio due to this purchase was 3.17%. The holding were 1,166,640 shares as of .

Suvretta Capital Management, Llc initiated holding in Spotify Technology SA. The purchase prices were between $121.58 and $150.04, with an estimated average price of $137.43. The stock is now traded at around $149.87. The impact to a portfolio due to this purchase was 2.93%. The holding were 946,466 shares as of .

Suvretta Capital Management, Llc initiated holding in Jacobs Engineering Group Inc. The purchase prices were between $73.87 and $84.39, with an estimated average price of $77.98. The stock is now traded at around $83.63. The impact to a portfolio due to this purchase was 2.39%. The holding were 1,338,436 shares as of .

Suvretta Capital Management, Llc added to a holding in Netflix Inc by 124.72%. The purchase prices were between $336.63 and $385.03, with an estimated average price of $360.67. The stock is now traded at around $300.60. The impact to a portfolio due to this purchase was 3.07%. The holding were 710,961 shares as of .

Suvretta Capital Management, Llc added to a holding in Alibaba Group Holding Ltd by 191.64%. The purchase prices were between $149.26 and $195.21, with an estimated average price of $172.54. The stock is now traded at around $177.25. The impact to a portfolio due to this purchase was 2.71%. The holding were 1,147,060 shares as of .

Suvretta Capital Management, Llc added to a holding in Worldpay Inc by 61.98%. The purchase prices were between $111.23 and $125.41, with an estimated average price of $118.52. The stock is now traded at around $135.00. The impact to a portfolio due to this purchase was 2.02%. The holding were 2,037,510 shares as of .

Suvretta Capital Management, Llc added to a holding in IQVIA Holdings Inc by 68.44%. The purchase prices were between $132.28 and $160.9, with an estimated average price of $140.12. The stock is now traded at around $156.37. The impact to a portfolio due to this purchase was 1.52%. The holding were 1,098,410 shares as of .

Suvretta Capital Management, Llc added to a holding in Zimmer Biomet Holdings Inc by 150.50%. The purchase prices were between $112.14 and $128.84, with an estimated average price of $120.53. The stock is now traded at around $139.13. The impact to a portfolio due to this purchase was 1.32%. The holding were 878,760 shares as of .

Suvretta Capital Management, Llc added to a holding in Sea Ltd by 116.68%. The purchase prices were between $22 and $34.45, with an estimated average price of $27.09. The stock is now traded at around $32.03. The impact to a portfolio due to this purchase was 0.46%. The holding were 1,225,739 shares as of .

Suvretta Capital Management, Llc sold out a holding in Sysco Corp. The sale prices were between $66.33 and $75.49, with an estimated average price of $71.22.

Suvretta Capital Management, Llc sold out a holding in Amazon.com Inc. The sale prices were between $1692.69 and $1962.46, with an estimated average price of $1862.37.

Suvretta Capital Management, Llc sold out a holding in Alphabet Inc. The sale prices were between $1036.23 and $1287.58, with an estimated average price of $1154.77.

Suvretta Capital Management, Llc sold out a holding in Anthem Inc. The sale prices were between $236.25 and $293.76, with an estimated average price of $272.71.

Suvretta Capital Management, Llc sold out a holding in Lowe's Companies Inc. The sale prices were between $91.87 and $117.18, with an estimated average price of $105.44.

Suvretta Capital Management, Llc sold out a holding in TJX Companies Inc. The sale prices were between $49.73 and $55.42, with an estimated average price of $53.16.