Sarissa Capital Management LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Sarissa Capital Management LP disclosed 7 US equity positions worth $154.4m in its Q2 2025 13F filing. The largest position was INVA at 36.6% of the reported book, followed by NBIX and AMRN. Against the Q1 2025 filing, it opened 1 new position, added to 0 and reduced 4 among the top 7 holdings.
What did Sarissa Capital Management LP own in Q2 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | INVA INNOVIVA INC | Healthcare | 36.6% | $56.6m | 2,816,022 | 0% | held |
| 2 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 24.7% | $38.1m | 303,151 | -2% | reduced |
| 3 | AMRN AMARIN CORP PLC | 13.1% | $20.2m | 1,242,527 | – | new | |
| 4 | CYTK CYTOKINETICS INC | Healthcare | 12.6% | $19.4m | 588,357 | -2% | reduced |
| 5 | IRWD IRONWOOD PHARMACEUTICALS INC | Healthcare | 7.4% | $11.4m | 15,919,435 | -3% | reduced |
| 6 | LNTH LANTHEUS HLDGS INC | Healthcare | 5.1% | $7.9m | 96,251 | -4% | reduced |
| 7 | VOR VOR BIOPHARMA INC | 0.5% | $823.0k | 508,016 | 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.