Sarissa Capital Management LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Sarissa Capital Management LP reported 10 stock positions worth $571.6 million. Its top holding was Ironwood Pharmaceuticals (IRWD) at 25.0% of the portfolio, followed by Biogen (BIIB, 24.3%) and Innoviva (INVA, 19.4%). Compared with Q4 2023, it opened 1 new position, added to 2 and reduced 1. The biggest buy was a new position in Cytokinetics (CYTK) and the biggest sale Neurocrine Biosciences (NBIX, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001577524
- Portfolio Value
- $571.6M (Q1 2024)
- SEC Filing
- 0000899140-24-000608 ↗ filed May 15, 2024
Holdings Value
Holdings 10 stocks · $571.6M
| IRWD Ironwood Pharmaceuticals Inc. | 24.97% | 16,390,000 | $142.8M | No change |
| BIIB Biogen Inc. | 24.26% | 643,000 | $138.7M | No change |
| INVA Innoviva Inc. | 19.40% | 7,277,000 | $110.9M | No change |
| GILD Gilead Sciences Inc. | 14.14% | 1,103,282 | $80.8M | Add +2.6% |
| NBIX Neurocrine Biosciences Inc. | 8.36% | 346,426 | $47.8M | Reduce -26.3% |
| AMARIN CORP PLC | 3.87% | 24,850,623 | $22.1M | No change |
| CYTK Cytokinetics Inc. | 3.68% | 300,000 | $21.0M | New |
| BCRX Biocryst Pharmaceuticals Inc. | 0.97% | 1,094,168 | $5.6M | Add +9.4% |
| VOR Vor Biopharma Inc. | 0.26% | 618,000 | $1.5M | No change |
| RGLS Regulus Therapeutics Inc. | 0.09% | 185,183 | $533K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| NBIX Neurocrine Biosciences Inc. | Reduce -26.3% | 8.36% | −1.19 |
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $177.9M | INVA, IRWD, AMRN, NBIX, CYTK |
| Q1 2026 | 9 | $157.6M | INVA, IRWD, AMRN, NBIX, CYTK |
| Q4 2025 | 9 | $222.9M | INVA, IRWD, NBIX, CYTK, AMRN |
| Q3 2025 | 8 | $180.4M | INVA, NBIX, CYTK, IRWD, AMRN |
| Q2 2025 | 7 | $154.4M | INVA, NBIX, AMRN, CYTK, IRWD |
| Q1 2025 | 7 | $154.7M | INVA, NBIX, CYTK, IRWD, AMARIN CORP PLC |
| Q4 2024 | 8 | $322.9M | INVA, IRWD, NBIX, CYTK, GILD |
| Q3 2024 | 10 | $402.3M | INVA, IRWD, GILD, CYTK, NBIX |
| Q2 2024 | 10 | $592.4M | BIIB, INVA, IRWD, GILD, CYTK |
| Q1 2024 | 10 | $571.6M | IRWD, BIIB, INVA, GILD, NBIX |