Sarissa Capital Management LP Portfolio Holdings

Sarissa Capital Management LP

$323 Million
Q4 2024

Sarissa Capital Management LP has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $323 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 $126M, Ironwood Pharmaceuticals Inc with a value of $72.6M, Neurocrine Biosciences Inc with a value of $42.2M, Cytokinetics Inc with a value of $39.2M, and Gilead Sciences, Inc. with a value of $24.2M.

Examining the 13F form we can see an decrease of $79.4M in the current position value, from $402M to 323M.

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 $323 Million

Healthcare: $323 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
CYTK Cytokinetics Inc Healthcare	$4.35B	$39.2 Million 12.15% of portfolio	833,799	Q4 2024 Reduced 24.88%
LNTH Lantheus Holdings, Inc. Healthcare	$5.5B	$5.64 Million 1.75% of portfolio	63,000	Q4 2024 Added 142.31%

Summary

Portfolio
No. of Stocks 8
Current Value $323 Million
Prior Value $402 Million
Filing
Period Q4 2024
Filing Date February 14, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 0 stocks
Additional Purchases 1 stocks
Sold out of 0 stocks
Reduced holdings in 3 stocks

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Sarissa Capital Management LP Portfolio Holdings