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Sarissa Capital Management LP13F | |
| Sarissa Capital Management LP | |
| Last update 2025-05-15 | 7 Stocks (0 new) |
| Value $155.00 Mil | Turnover 2 % |
Sarissa Capital Management LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INVA | Innoviva Inc | 2,816,022 | 51,054.5 | -61.30% | 33.000 | -23.98% | 4.490 | +2.94% | +9.05% | 1,187.7 | Biotechnology | |
NBIX | Neurocrine Biosciences Inc | 309,116 | 34,188.2 | 0% | 22.100 | 0% | 0.310 | +24.47% | -3.56% | 13,027.9 | Drug Manufacturers | |
CYTK | Cytokinetics Inc | 600,000 | 24,114.0 | -28.04% | 15.590 | -3.41% | 0.500 | -7.49% | -20.68% | 4,455.8 | Biotechnology | |
IRWD | Ironwood Pharmaceuticals Inc | 16,390,000 | 24,093.3 | 0% | 15.570 | 0% | 10.130 | -6.73% | -81.50% | 132.6 | Drug Manufacturers | |
AMRN | Amarin Corp PLC | 1,242,531 | 11,135.6 | 0% | 7.200 | 0% | 119.990 | +38.64% | +59.79% | 321.0 | Drug Manufacturers | |
LNTH | Lantheus Holdings Inc | 100,000 | 9,760.0 | +58.73% | 6.310 | +2.33% | 0.140 | -31.56% | -20.71% | 4,907.4 | Drug Manufacturers | |
VOR | Vor Biopharma Inc | 508,016 | 364.5 | -17.80% | 0.240 | -0.04% | 0.410 | +198.36% | +95.50% | 271.2 | Biotechnology | |
GILD | Gilead Sciences Inc | 0 | 0 | Sold Out | 0.000 | -7.50% | 0.000 | +7.40% | +24.29% | 140,812.8 | Drug Manufacturers |
Sarissa Capital Management LP's Historical Top Holdings Breakdowns
Sarissa Capital Management LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
INVA | Innoviva Inc | 2025-03-31 | Reduce Reduce | -23.98% | 17.21 ($17.93) 18.98 | $18.92 | 5.52% | Reduce -61.3% | 2,816,022 | -4,460,978 | |
GILD | Gilead Sciences Inc | 2025-03-31 | Sold Out Sold Out | -7.50% | 89.14 ($103.18) 117.41 | $113.20 | 9.71% | Sold Out | 0 | -262,080 | |
CYTK | Cytokinetics Inc | 2025-03-31 | Reduce Reduce | -3.41% | 40.19 ($45.96) 51.12 | $37.31 | -18.82% | Reduce -28.04% | 600,000 | -233,799 | |
LNTH | Lantheus Holdings Inc | 2025-03-31 | Add Add | +2.33% | 78.23 ($93.52) 110.01 | $70.93 | -24.16% | Add 58.73% | 100,000 | 37,000 | |
VOR | Vor Biopharma Inc | 2025-03-31 | Reduce Reduce | -0.04% | 0.72 ($1.2) 1.74 | $2.17 | 80.83% | Reduce -17.8% | 508,016 | -109,984 | |
GILD | Gilead Sciences Inc | 2024-12-31 | Reduce Reduce | -10.45% | 84.17 ($90.13) 97.9 | $113.20 | 25.60% | Reduce -65.67% | 262,080 | -501,253 | |
CYTK | Cytokinetics Inc | 2024-12-31 | Reduce Reduce | -3.63% | 46.36 ($51.92) 58.62 | $37.31 | -28.14% | Reduce -24.88% | 833,799 | -276,201 | |
NBIX | Neurocrine Biosciences Inc | 2024-12-31 | Reduce Reduce | -2.90% | 111.62 ($123.84) 139.44 | $131.64 | 6.30% | Reduce -24.69% | 309,116 | -101,367 | |
BIIB | Biogen Inc | 2024-12-31 | Sold Out Sold Out | -1.30% | 146.47 ($168.32) 191.56 | $132.59 | -21.23% | Sold Out | 0 | -26,950 | |
LNTH | Lantheus Holdings Inc | 2024-12-31 | Add Add | +1.03% | 76.22 ($97.27) 116.69 | $70.93 | -27.08% | Add 142.31% | 63,000 | 37,000 |
Sarissa Capital Management LP Total Holding History ($B)
Sarissa Capital Management LP's Asset Allocation
Sarissa Capital Management LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Sarissa Capital Management LP's Hypothetical Growth since 2025-03-31
Sarissa Capital Management LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sarissa Capital Management LP's Holdings Heat Map
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Sarissa Capital Management LP's Holdings Bubble Chart
Sarissa Capital Management LP News
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