Sarissa Capital Management LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Sarissa Capital Management LP disclosed 9 US equity positions worth $222.9m in its Q4 2025 13F filing. The largest position was INVA at 25.3% of the reported book, followed by IRWD and NBIX. Against the Q3 2025 filing, it opened 1 new position, added to 1 and reduced 1 among the top 9 holdings.
What did Sarissa Capital Management LP own in Q4 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | INVA INNOVIVA INC | Healthcare | 25.3% | $56.3m | 2,816,022 | 0% | held |
| 2 | IRWD IRONWOOD PHARMACEUTICALS INC | Healthcare | 24.1% | $53.6m | 15,919,435 | 0% | held |
| 3 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 19.3% | $43.0m | 303,151 | 0% | held |
| 4 | CYTK CYTOKINETICS INC | Healthcare | 11.3% | $25.2m | 396,357 | -33% | reduced |
| 5 | AMRN AMARIN CORP PLC | 10.5% | $23.4m | 1,673,395 | 35% | added | |
| 6 | LNTH LANTHEUS HLDGS INC | Healthcare | 5.4% | $12.1m | 181,450 | 0% | held |
| 7 | BHVN BIOHAVEN LTD | Healthcare | 2.6% | $5.8m | 513,184 | – | new |
| 8 | REGN REGENERON PHARMACEUTICALS | Healthcare | 1.5% | $3.2m | 4,190 | 0% | held |
| 9 | VOR VOR BIOPHARMA INC | 0.1% | $332.2k | 25,399 | 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.