Sarissa Capital Management LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Sarissa Capital Management LP disclosed 8 US equity positions worth $322.9m in its Q4 2024 13F filing. The largest position was INVA at 39.1% of the reported book, followed by IRWD and NBIX. Against the Q3 2024 filing, it opened 0 new positions, added to 1 and reduced 3 among the top 8 holdings.
What did Sarissa Capital Management LP own in Q4 2024? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | INVA INNOVIVA INC | Healthcare | 39.1% | $126.3m | 7,277,000 | 0% | held |
| 2 | IRWD IRONWOOD PHARMACEUTICALS INC | Healthcare | 22.5% | $72.6m | 16,390,000 | 0% | held |
| 3 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 13.1% | $42.2m | 309,116 | -25% | reduced |
| 4 | CYTK CYTOKINETICS INC | Healthcare | 12.1% | $39.2m | 833,799 | -25% | reduced |
| 5 | GILD GILEAD SCIENCES INC | Healthcare | 7.5% | $24.2m | 262,080 | -66% | reduced |
| 6 | AMARIN CORP PLC | 3.7% | $12.1m | 24,850,623 | 0% | held | |
| 7 | LNTH LANTHEUS HLDGS INC | Healthcare | 1.7% | $5.6m | 63,000 | 142% | added |
| 8 | VOR VOR BIOPHARMA INC | 0.2% | $686.0k | 618,000 | 0% | held |
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.