Sarissa Capital Management LP Portfolio Holdings

Sarissa Capital Management LP

  • $366 Million
  • Q1 2025

Sarissa Capital Management LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $366 Million distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amarin Corp Plcuk with a value of $223M, Innoviva, Inc. with a value of $51.1M, Neurocrine Biosciences Inc with a value of $34.2M, Cytokinetics Inc with a value of $24.1M, and Ironwood Pharmaceuticals Inc with a value of $24.1M.

Examining the 13F form we can see an increase of $43.5M in the current position value, from $323M to 366M.

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 $366 Million
Healthcare: $366 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.3B
$51.1 Million 13.94% of portfolio
2,816,022
Q1 2025 Reduced 61.3%

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $366 Million
  • Prior Value $323 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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