Institutions / Sarissa Capital Management LP
Sarissa Capital Management LP
CIK 1577524 · Institution · as of Dec 31, 2025
Portfolio value
$222.91M
Positions
9
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Innoviva Inc | $56.29M | 25.3% |
| Ironwood Pharmaceuticals Inc | $53.65M | 24.1% |
| Neurocrine Biosciences Inc | $43.00M | 19.3% |
| Cytokinetics Inc | $25.18M | 11.3% |
| Amarin Corp PLC\UKAMRN | $23.35M | 10.5% |
| Lantheus Holdings, Inc. | $12.08M | 5.4% |
| Biohaven Ltd. | $5.79M | 2.6% |
| Regeneron Pharmaceuticals, Inc. | $3.23M | 1.5% |
| Vor Biopharma Inc. | $332.2K | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.