Sarissa Capital Management LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Sarissa Capital Management LP disclosed 10 US equity positions worth $402.3m in its Q3 2024 13F filing. The largest position was INVA at 34.9% of the reported book, followed by IRWD and GILD.
What did Sarissa Capital Management LP own in Q3 2024? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | INVA INNOVIVA INC | Healthcare | 34.9% | $140.5m | 7,277,000 | – | |
| 2 | IRWD IRONWOOD PHARMACEUTICALS INC | Healthcare | 16.8% | $67.5m | 16,390,000 | – | |
| 3 | GILD GILEAD SCIENCES INC | Healthcare | 15.9% | $64.0m | 763,333 | – | |
| 4 | CYTK CYTOKINETICS INC | Healthcare | 14.6% | $58.6m | 1,110,000 | – | |
| 5 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 11.8% | $47.3m | 410,483 | – | |
| 6 | AMARIN CORP PLC | 3.9% | $15.6m | 24,850,623 | – | ||
| 7 | BIIB BIOGEN INC | Healthcare | 1.3% | $5.2m | 26,950 | – | |
| 8 | LNTH LANTHEUS HLDGS INC | Healthcare | 0.7% | $2.9m | 26,000 | – | |
| 9 | VOR VOR BIOPHARMA INC | 0.1% | $432.6k | 618,000 | – | ||
| 10 | RGLS REGULUS THERAPEUTICS INC | 0.1% | $290.7k | 185,183 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.