Sarissa Capital Management LP
CIK: 0001577524SEC EDGAR →
Portfolio Value
$222.9M
Holdings
9
As of
Q4 2025
New Positions
1
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INNOVIVA INC | 2,816,022 | $56.3M | 25.25% |
| 2 | IRONWOOD PHARMACEUTICALS INC | 15,919,435 | $53.6M | 24.07% |
| 3 | NEUROCRINE BIOSCIENCES INC | 303,151 | $43.0M | 19.29% |
| 4 | CYTOKINETICS INC | 396,357 | $25.2M | 11.30% |
| 5 | AMARIN CORP PLC | 1,673,395 | $23.4M | 10.48% |
| 6 | LANTHEUS HLDGS INC | 181,450 | $12.1M | 5.42% |
| 7 | BIOHAVEN LTD | 513,184 | $5.8M | 2.60% |
| 8 | REGENERON PHARMACEUTICALS | 4,190 | $3.2M | 1.45% |
| 9 | VOR BIOPHARMA INC | 25,399 | $332K | 0.15% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 8 | $199.6M | 89.5% |
| Unknown | 1 | $23.4M | 10.5% |