Sarissa Capital Management LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Sarissa Capital Management LP disclosed 7 US equity positions worth $154.7m in its Q1 2025 13F filing. The largest position was INVA at 33.0% of the reported book, followed by NBIX and CYTK. Against the Q4 2024 filing, it opened 0 new positions, added to 1 and reduced 3 among the top 7 holdings.
What did Sarissa Capital Management LP own in Q1 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | INVA INNOVIVA INC | Healthcare | 33.0% | $51.1m | 2,816,022 | -61% | reduced |
| 2 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 22.1% | $34.2m | 309,116 | 0% | held |
| 3 | CYTK CYTOKINETICS INC | Healthcare | 15.6% | $24.1m | 600,000 | -28% | reduced |
| 4 | IRWD IRONWOOD PHARMACEUTICALS INC | Healthcare | 15.6% | $24.1m | 16,390,000 | 0% | held |
| 5 | AMARIN CORP PLC | 7.2% | $11.1m | 24,850,623 | 0% | held | |
| 6 | LNTH LANTHEUS HLDGS INC | Healthcare | 6.3% | $9.8m | 100,000 | 59% | added |
| 7 | VOR VOR BIOPHARMA INC | 0.2% | $364.5k | 508,016 | -18% | reduced |
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.