Sarissa Capital Management LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Sarissa Capital Management LP disclosed 8 US equity positions worth $180.4m in its Q3 2025 13F filing. The largest position was INVA at 28.5% of the reported book, followed by NBIX and CYTK. Against the Q2 2025 filing, it opened 2 new positions, added to 1 and reduced 0 among the top 8 holdings.
What did Sarissa Capital Management LP own in Q3 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | INVA INNOVIVA INC | Healthcare | 28.5% | $51.4m | 2,816,022 | 0% | held |
| 2 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 23.6% | $42.6m | 303,151 | 0% | held |
| 3 | CYTK CYTOKINETICS INC | Healthcare | 17.9% | $32.3m | 588,357 | 0% | held |
| 4 | IRWD IRONWOOD PHARMACEUTICALS INC | Healthcare | 11.6% | $20.9m | 15,919,435 | 0% | held |
| 5 | AMRN AMARIN CORP PLC | 11.3% | $20.4m | 1,242,527 | 0% | held | |
| 6 | LNTH LANTHEUS HLDGS INC | Healthcare | 5.2% | $9.3m | 181,450 | 89% | added |
| 7 | REGN REGENERON PHARMACEUTICALS | Healthcare | 1.3% | $2.4m | 4,190 | – | new |
| 8 | VOR VOR BIOPHARMA INC | 0.7% | $1.2m | 25,399 | – | new |
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.