Sarissa Capital Management LP
Investment Portfolio & 13F Holdings Analysis
About
Sarissa Capital Management LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 7 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
AI_NATIVE detailed information: This accession holds the following tickers:[ "INVA", "AMRN", "NBIX", "IRWD", "VOR", "LNTH", "CYTK" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 7
- Total Value
- 154710074
- Accession Number
- 0000899140-25-000705
- Form Type
- 13F-HR
- Manager Name
- Sarissa-Capital-Management-Lp
Data Enrichment
100% identified7 identified0 unidentified
Holdings
7 positions • $154.7M total value
Manager:
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Shares:309.1K
Value:$34.2M
% of Portfolio:22.1% ($34.2M/$154.7M)
Shares:16.4M
Value:$24.1M
% of Portfolio:15.6% ($24.1M/$154.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Innoviva, Inc.(INVAcusip45781M101) | 2.8M | All Managers (Combined) | $51.1M | 33.0% ($51.1M/$154.7M) | ||
| 309.1K | QoQ 0.00% (-0) | All Managers (Combined) | $34.2M | 22.1% ($34.2M/$154.7M) | ||
| 600.0K | All Managers (Combined) | $24.1M | 15.6% ($24.1M/$154.7M) | |||
| 16.4M | All Managers (Combined) | $24.1M | 15.6% ($24.1M/$154.7M) | |||
| 24.9M | All Managers (Combined) | $11.1M | 7.2% ($11.1M/$154.7M) | |||
| 100.0K | YoY NEW(+100.0K) | All Managers (Combined) | $9.8M | 6.3% ($9.8M/$154.7M) | YoY NEW(+$9.8M) | |
| 508.0K | All Managers (Combined) | $364.5K | 0.2% ($364.5K/$154.7M) |