Sarissa Capital Management LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Sarissa Capital Management LP reported 7 stock positions worth $154.4 million. Its top holding was Innoviva (INVA) at 36.6% of the portfolio, followed by Neurocrine Biosciences (NBIX, 24.7%) and Amarin Corp. PLC -ADR (AMRN, 13.1%). Compared with Q1 2025, it reduced 4. The biggest sale was Ironwood Pharmaceuticals (IRWD, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001577524
- Portfolio Value
- $154.4M (Q2 2025)
- SEC Filing
- 0000899140-25-000986 ↗ filed Aug 14, 2025
Holdings Value
Holdings 7 stocks · $154.4M
| INVA Innoviva Inc. | 36.64% | 2,816,022 | $56.6M | No change |
| NBIX Neurocrine Biosciences Inc. | 24.68% | 303,151 | $38.1M | Reduce -1.9% |
| AMRN Amarin Corp. PLC -ADR | 13.05% | 1,242,527 | $20.2M | No change |
| CYTK Cytokinetics Inc. | 12.59% | 588,357 | $19.4M | Reduce -1.9% |
| IRWD Ironwood Pharmaceuticals Inc. | 7.40% | 15,919,435 | $11.4M | Reduce -2.9% |
| LNTH Lantheus Holdings Inc. | 5.10% | 96,251 | $7.9M | Reduce -3.8% |
| VOR Vor Biopharma Inc. | 0.53% | 508,016 | $823K | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| None this quarter. | |||
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 |