Institutional Manager · CIK 0001577524
Sarissa Capital Management LP
GREENWICH, CT · File #028-15935
Latest AUM
$222.9M
Positions
9
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | CYTOKINETICS INC | CYTK | -192,000 | -$12.2M | +$5.0M |
| ADD | AMARIN CORP PLC | AMRN | +430,868 | +$6.0M | -$3.0M |
| NEW | BIOHAVEN LTD | BHVN | +513,184 | +$5.8M | $0 |
| REDUCE | INNOVIVA INC | INVA | 0 | $0 | +$4.9M |
| REDUCE | IRONWOOD PHARMACEUTICALS INC | IRWD | 0 | $0 | +$32.8M |
| REDUCE | LANTHEUS HLDGS INC | LNTH | 0 | $0 | +$2.8M |
| REDUCE | NEUROCRINE BIOSCIENCES INC | NBIX | 0 | $0 | +$439,569 |
| REDUCE | REGENERON PHARMACEUTICALS | REGN | 0 | $0 | +$878,224 |
| REDUCE | VOR BIOPHARMA INC | VOR | 0 | $0 | -$905,220 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20259 pos · $222.9M
- 13F HOLDINGS REPORTQ/E Sep 20258 pos · $180.4M
- 13F HOLDINGS REPORTQ/E Jun 20257 pos · $154.4M
- 13F HOLDINGS REPORTQ/E Mar 20257 pos · $154.7M
- 13F HOLDINGS REPORTQ/E Dec 20248 pos · $322.9M
- 13F HOLDINGS REPORTQ/E Sep 202410 pos · $402.3M
- 13F HOLDINGS REPORTQ/E Jun 202410 pos · $592.4M
- 13F HOLDINGS REPORTQ/E Mar 202410 pos · $571.6M
- 13F HOLDINGS REPORTQ/E Dec 202311 pos · $742.4M
Top 9 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | INNOVIVA INC | INVA | 2,816,022 | $56.3M | 25.25% |
| 2 | IRONWOOD PHARMACEUTICALS INC | IRWD | 15,919,435 | $53.6M | 24.07% |
| 3 | NEUROCRINE BIOSCIENCES INC | NBIX | 303,151 | $43.0M | 19.29% |
| 4 | CYTOKINETICS INC | CYTK | 396,357 | $25.2M | 11.30% |
| 5 | AMARIN CORP PLC | AMRN | 1,673,395 | $23.4M | 10.48% |
| 6 | LANTHEUS HLDGS INC | LNTH | 181,450 | $12.1M | 5.42% |
| 7 | BIOHAVEN LTD | BHVN | 513,184 | $5.8M | 2.60% |
| 8 | REGENERON PHARMACEUTICALS | REGN | 4,190 | $3.2M | 1.45% |
| 9 | VOR BIOPHARMA INC | VOR | 25,399 | $332,219 | 0.15% |