Skip to content
Disclosery

Sarissa Capital Management LP

Follow

13F filer, CIK 1577524, GREENWICH, CT

Sarissa Capital Management LP reported $154,710,074 across 7 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000899140-25-000705

Period
2025-03-31
Reported value
$155M
Holdings
7
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LNTHadded+37,000$3.61M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
INVAreduced-4,460,978-$80.9M
GILDexited-262,080-$24.2M
CYTKreduced-233,799-$9.4M
VOR BIOPHARMA INCreduced-109,984-$78.9K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0000899140-25-000705, largest first. % of portfolio is the value over $154,710,074, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
INVAINNOVIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,277,000 shares; 2024Q4: 7,277,000 shares; 2025Q1: 2,816,022 shares 2,816,022$51.1M33%-4,460,978Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,483 shares; 2024Q4: 309,116 shares; 2025Q1: 309,116 shares 309,116$34.2M22.1%0Timeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110,000 shares; 2024Q4: 833,799 shares; 2025Q1: 600,000 shares 600,000$24.1M15.59%-233,799Timeline
IRWDIRONWOOD PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,390,000 shares; 2024Q4: 16,390,000 shares; 2025Q1: 16,390,000 shares 16,390,000$24.1M15.57%0Timeline
AMARIN CORP PLCAMARIN CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,850,623 shares; 2024Q4: 24,850,623 shares; 2025Q1: 24,850,623 shares 24,850,623$11.1M7.2%0
LNTHLANTHEUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 63,000 shares; 2025Q1: 100,000 shares 100,000$9.76M6.31%+37,000Timeline
VOR BIOPHARMA INCVOR BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618,000 shares; 2024Q4: 618,000 shares; 2025Q1: 508,016 shares 508,016$365K0.24%-109,984

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GILDGILEAD SCIENCES INC262,080$24.2Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000899140-25-000705 base2025-05-15acceptance time not in the bulk data set