Sarissa Capital Management LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Sarissa Capital Management LP reported 7 stock positions worth $154.7 million. Its top holding was Innoviva (INVA) at 33.0% of the portfolio, followed by Neurocrine Biosciences (NBIX, 22.1%) and Cytokinetics (CYTK, 15.6%). Compared with Q4 2024, it sold out of 1, added to 1 and reduced 3. The biggest buy was Lantheus (LNTH, shares +59%) and the biggest sale an exit from Gilead Sciences (GILD).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001577524
- Portfolio Value
- $154.7M (Q1 2025)
- SEC Filing
- 0000899140-25-000705 ↗ filed May 15, 2025
Holdings Value
Holdings 7 stocks · $154.7M
| INVA Innoviva Inc. | 33.00% | 2,816,022 | $51.1M | Reduce -61.3% |
| NBIX Neurocrine Biosciences Inc. | 22.10% | 309,116 | $34.2M | No change |
| CYTK Cytokinetics Inc. | 15.59% | 600,000 | $24.1M | Reduce -28.0% |
| IRWD Ironwood Pharmaceuticals Inc. | 15.57% | 16,390,000 | $24.1M | No change |
| AMARIN CORP PLC | 7.20% | 24,850,623 | $11.1M | No change |
| LNTH Lantheus Holdings Inc. | 6.31% | 100,000 | $9.8M | Add +58.7% |
| VOR Vor Biopharma Inc. | 0.24% | 508,016 | $365K | Reduce -17.8% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| LNTH Lantheus Holdings Inc. | Add +58.7% | 6.31% | +4.56 |
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 |