Sarissa Capital Management LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Sarissa Capital Management LP reported 8 stock positions worth $180.4 million. Its top holding was Innoviva (INVA) at 28.5% of the portfolio, followed by Neurocrine Biosciences (NBIX, 23.6%) and Cytokinetics (CYTK, 17.9%). Compared with Q2 2025, it opened 1 new position and added to 1. The biggest buy was a new position in Regeneron Pharmaceuticals (REGN).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001577524
- Portfolio Value
- $180.4M (Q3 2025)
- SEC Filing
- 0000899140-25-001320 ↗ filed Nov 14, 2025
Holdings Value
Holdings 8 stocks · $180.4M
| INVA Innoviva Inc. | 28.49% | 2,816,022 | $51.4M | No change |
| NBIX Neurocrine Biosciences Inc. | 23.59% | 303,151 | $42.6M | No change |
| CYTK Cytokinetics Inc. | 17.93% | 588,357 | $32.3M | No change |
| IRWD Ironwood Pharmaceuticals Inc. | 11.56% | 15,919,435 | $20.9M | No change |
| AMRN Amarin Corp. PLC -ADR | 11.28% | 1,242,527 | $20.4M | No change |
| LNTH Lantheus Holdings Inc. | 5.16% | 181,450 | $9.3M | Add +88.5% |
| REGN Regeneron Pharmaceuticals | 1.31% | 4,190 | $2.4M | New |
| VOR Vor Biopharma Inc. | 0.69% | 25,399 | $1.2M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 2025
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 |