Sarissa Capital Management LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Sarissa Capital Management LP reported 8 stock positions worth $322.9 million. Its top holding was Innoviva (INVA) at 39.1% of the portfolio, followed by Ironwood Pharmaceuticals (IRWD, 22.5%) and Neurocrine Biosciences (NBIX, 13.1%). Compared with Q3 2024, it sold out of 2, added to 1 and reduced 3. The biggest buy was Lantheus (LNTH, shares +142%) and the biggest sale Gilead Sciences (GILD, shares −66%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001577524
- Portfolio Value
- $322.9M (Q4 2024)
- SEC Filing
- 0000899140-25-000321 ↗ filed Feb 14, 2025
Holdings Value
Holdings 8 stocks · $322.9M
| INVA Innoviva Inc. | 39.11% | 7,277,000 | $126.3M | No change |
| IRWD Ironwood Pharmaceuticals Inc. | 22.49% | 16,390,000 | $72.6M | No change |
| NBIX Neurocrine Biosciences Inc. | 13.07% | 309,116 | $42.2M | Reduce -24.7% |
| CYTK Cytokinetics Inc. | 12.15% | 833,799 | $39.2M | Reduce -24.9% |
| GILD Gilead Sciences Inc. | 7.50% | 262,080 | $24.2M | Reduce -65.7% |
| AMARIN CORP PLC | 3.73% | 24,850,623 | $12.1M | No change |
| LNTH Lantheus Holdings Inc. | 1.75% | 63,000 | $5.6M | Add +142.3% |
| VOR Vor Biopharma Inc. | 0.21% | 618,000 | $686K | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| LNTH Lantheus Holdings Inc. | Add +142.3% | 1.75% | +1.04 |
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 |