Sarissa Capital Management LP Portfolio Holdings

Sarissa Capital Management LP

  • $159 Million
  • Q3 2025

Sarissa Capital Management LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $159 Million distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innoviva, Inc. with a value of $51.4M, Neurocrine Biosciences Inc with a value of $42.6M, Cytokinetics Inc with a value of $32.3M, Ironwood Pharmaceuticals Inc with a value of $20.9M, and Lantheus Holdings, Inc. with a value of $9.31M.

Examining the 13F form we can see an increase of $24.5M in the current position value, from $134M to 159M.

Sarissa Capital Management LP is based out at Greenwich, CT

Below you can find more details about Sarissa Capital Management LP portfolio as well as his latest detailed transactions.

Portfolio value $159 Million
Healthcare: $159 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.55B
$51.4 Million 32.36% of portfolio
2,816,022
Q1 2025 Reduced 61.3%
$13.9B
$42.6 Million 26.8% of portfolio
303,151
Q2 2025 Reduced 1.93%
$6.25B
$32.3 Million 20.36% of portfolio
588,357
Q2 2025 Reduced 1.94%
$481M
$20.9 Million 13.13% of portfolio
15,919,435
Q2 2025 Reduced 2.87%
$3.64B
$9.31 Million 5.86% of portfolio
181,450
Q3 2025 Added 88.52%
$74.3B
$2.36 Million 1.48% of portfolio
4,190
Q3 2025 New
Amarin Corp PLC
-
$0 0.0% of portfolio
-
Q2 2025 New
Vor Biopharma Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $159 Million
  • Prior Value $134 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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