Sarissa Capital Management LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Sarissa Capital Management LP reported 10 stock positions worth $592.4 million. Its top holding was Biogen (BIIB) at 25.2% of the portfolio, followed by Innoviva (INVA, 20.1%) and Ironwood Pharmaceuticals (IRWD, 18.0%). Compared with Q1 2024, it added to 2. The biggest buy was Cytokinetics (CYTK, shares +270%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001577524
- Portfolio Value
- $592.4M (Q2 2024)
- SEC Filing
- 0000899140-24-000887 ↗ filed Aug 14, 2024
Holdings Value
Holdings 10 stocks · $592.4M
| BIIB Biogen Inc. | 25.16% | 643,000 | $149.1M | No change |
| INVA Innoviva Inc. | 20.14% | 7,277,000 | $119.3M | No change |
| IRWD Ironwood Pharmaceuticals Inc. | 18.04% | 16,390,000 | $106.9M | No change |
| GILD Gilead Sciences Inc. | 12.78% | 1,103,282 | $75.7M | No change |
| CYTK Cytokinetics Inc. | 10.15% | 1,110,000 | $60.1M | Add +270.0% |
| NBIX Neurocrine Biosciences Inc. | 9.54% | 410,483 | $56.5M | Add +18.5% |
| AMARIN CORP PLC | 2.89% | 24,850,623 | $17.1M | No change |
| BCRX Biocryst Pharmaceuticals Inc. | 1.14% | 1,094,168 | $6.8M | No change |
| VOR Vor Biopharma Inc. | 0.10% | 618,000 | $618K | No change |
| RGLS Regulus Therapeutics Inc. | 0.06% | 185,183 | $331K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| None this quarter. | |||
Portfolio Buys Q1 2024 → Q2 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 |