Sarissa Capital Management LP Portfolio Holdings

Sarissa Capital Management LP

  • $402 Million
  • Q3 2024

Sarissa Capital Management LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $402 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innoviva, Inc. with a value of $140M, Ironwood Pharmaceuticals Inc with a value of $67.4M, Gilead Sciences, Inc. with a value of $64M, Cytokinetics Inc with a value of $58.6M, and Neurocrine Biosciences Inc with a value of $47.3M.

Examining the 13F form we can see an decrease of $190M in the current position value, from $592M to 402M.

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 $402 Million
Healthcare: $402 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.33B
$140 Million 34.93% of portfolio
7,277,000
Q2 2023 Added 10.02%
$527M
$67.4 Million 16.75% of portfolio
16,390,000
Q1 2021 Added 16.74%
$113B
$64 Million 15.91% of portfolio
763,333
Q3 2024 Reduced 30.81%
$4.62B
$58.6 Million 14.58% of portfolio
1,110,000
Q2 2024 Added 270.0%
$12B
$47.3 Million 11.75% of portfolio
410,483
Q2 2024 Added 18.49%
$222M
$15.7 Million 3.89% of portfolio
24,850,623
Q4 2023 Added 137.98%
$22.7B
$5.22 Million 1.3% of portfolio
26,950
Q3 2024 Reduced 95.81%
$6.22B
$2.85 Million 0.71% of portfolio
26,000
Q3 2024 New
$30.1M
$432,000 0.11% of portfolio
618,000
Q2 2022 Reduced 12.59%
$21.5M
$290,000 0.07% of portfolio
185,183
Q2 2022 New

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $402 Million
  • Prior Value $592 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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