Sarissa Capital Management LP Portfolio Holdings

Sarissa Capital Management LP

  • $134 Million
  • Q2 2025

Sarissa Capital Management LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $134 Million distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innoviva, Inc. with a value of $56.6M, Neurocrine Biosciences Inc with a value of $38.1M, Cytokinetics Inc with a value of $19.4M, Ironwood Pharmaceuticals Inc with a value of $11.5M, and Lantheus Holdings, Inc. with a value of $7.88M.

Examining the 13F form we can see an decrease of $232M in the current position value, from $366M to 134M.

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 $134 Million
Healthcare: $134 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.4B
$56.6 Million 42.13% of portfolio
2,816,022
Q1 2025 Reduced 61.3%
$12.3B
$38.1 Million 28.38% of portfolio
303,151
Q2 2025 Reduced 1.93%
$3.23B
$19.4 Million 14.48% of portfolio
588,357
Q2 2025 Reduced 1.94%
$150M
$11.5 Million 8.54% of portfolio
15,919,435
Q2 2025 Reduced 2.87%
$3.71B
$7.88 Million 5.87% of portfolio
96,251
Q2 2025 Reduced 3.75%
$63.2M
$822,000 0.61% of portfolio
508,016
Q1 2025 Reduced 17.8%
Amarin Corp PLC
-
$0 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $134 Million
  • Prior Value $366 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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