Sarissa Capital Management LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Sarissa Capital Management LP reported 10 stock positions worth $402.3 million. Its top holding was Innoviva (INVA) at 34.9% of the portfolio, followed by Ironwood Pharmaceuticals (IRWD, 16.8%) and Gilead Sciences (GILD, 15.9%). Compared with Q2 2024, it opened 1 new position, sold out of 1 and reduced 2. The biggest buy was a new position in Lantheus (LNTH) and the biggest sale Biogen (BIIB, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001577524
- Portfolio Value
- $402.3M (Q3 2024)
- SEC Filing
- 0000899140-24-001252 ↗ filed Nov 14, 2024
Holdings Value
Holdings 10 stocks · $402.3M
| INVA Innoviva Inc. | 34.93% | 7,277,000 | $140.5M | No change |
| IRWD Ironwood Pharmaceuticals Inc. | 16.78% | 16,390,000 | $67.5M | No change |
| GILD Gilead Sciences Inc. | 15.91% | 763,333 | $64.0M | Reduce -30.8% |
| CYTK Cytokinetics Inc. | 14.57% | 1,110,000 | $58.6M | No change |
| NBIX Neurocrine Biosciences Inc. | 11.76% | 410,483 | $47.3M | No change |
| AMARIN CORP PLC | 3.87% | 24,850,623 | $15.6M | No change |
| BIIB Biogen Inc. | 1.30% | 26,950 | $5.2M | Reduce -95.8% |
| LNTH Lantheus Holdings Inc. | 0.71% | 26,000 | $2.9M | New |
| VOR Vor Biopharma Inc. | 0.11% | 618,000 | $433K | No change |
| RGLS Regulus Therapeutics Inc. | 0.07% | 185,183 | $291K | No change |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| LNTH Lantheus Holdings Inc. | New | 0.71% | +0.71 |
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 |