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Sarissa Capital Management LP

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13F filer, CIK 1577524, GREENWICH, CT

Sarissa Capital Management LP reported $154,389,546 across 7 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000899140-25-000986

Period
2025-06-30
Reported value
$154M
Holdings
7
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMRNnew+1,242,527$20.2M

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
AMARIN CORP PLCexited-24,850,623-$11.1M
NBIXreduced-5,965-$750K
CYTKreduced-11,643-$385K
IRWDreduced-470,565-$337K
LNTHreduced-3,749-$307K

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, Q2 2025

Share positions as resolved from 13F-HR 0000899140-25-000986, largest first. % of portfolio is the value over $154,389,546, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,277,000 shares; 2024Q4: 7,277,000 shares; 2025Q1: 2,816,022 shares; 2025Q2: 2,816,022 shares 2,816,022$56.6M36.64%0Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,483 shares; 2024Q4: 309,116 shares; 2025Q1: 309,116 shares; 2025Q2: 303,151 shares 303,151$38.1M24.68%-5,965Timeline
AMRNAMARIN CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,242,527 shares 1,242,527$20.2M13.05%newTimeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110,000 shares; 2024Q4: 833,799 shares; 2025Q1: 600,000 shares; 2025Q2: 588,357 shares 588,357$19.4M12.59%-11,643Timeline
IRWDIRONWOOD PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,390,000 shares; 2024Q4: 16,390,000 shares; 2025Q1: 16,390,000 shares; 2025Q2: 15,919,435 shares 15,919,435$11.4M7.4%-470,565Timeline
LNTHLANTHEUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 63,000 shares; 2025Q1: 100,000 shares; 2025Q2: 96,251 shares 96,251$7.88M5.1%-3,749Timeline
VOR BIOPHARMA INCVOR BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618,000 shares; 2024Q4: 618,000 shares; 2025Q1: 508,016 shares; 2025Q2: 508,016 shares 508,016$823K0.53%0

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
AMARIN CORP PLCAMARIN CORP PLC24,850,623$11.1Mshares

How Q2 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 0000899140-25-000986 base2025-08-14acceptance time not in the bulk data set