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Sarissa Capital Management Lp Top Holdings and 13F Report (2021)

About Sarissa Capital Management Lp

Investment Activity

  • Sarissa Capital Management Lp has $154.71 million in total holdings as of September 30, 2021.
  • Sarissa Capital Management Lp owns shares of 7 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 2.33% of the portfolio was purchased this quarter.
  • About 74.05% of the portfolio was sold this quarter.
  • This quarter, Sarissa Capital Management Lp has purchased 8 new stocks and bought additional shares in 1 stock.
  • Sarissa Capital Management Lp sold shares of 3 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Innoviva
$51,054,479
Cytokinetics
$24,114,000
Amarin
$11,135,564

Largest Purchases this Quarter

Lantheus
37,000 shares (about $3.61M)

Largest Sales this Quarter

Innoviva
4,460,978 shares (about $80.88M)
Cytokinetics
233,799 shares (about $9.40M)
Vor Biopharma
109,984 shares (about $78.91K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSarissa Capital Management Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Innoviva, Inc. stock logo
INVA
Innoviva
$51,054,479$80,877,531 -61.3%2,816,02233.0%Medical
Neurocrine Biosciences, Inc. stock logo
NBIX
Neurocrine Biosciences
$34,188,2300.0%309,11622.1%Medical
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$24,114,000$9,396,382 -28.0%600,00015.6%Medical
Ironwood Pharmaceuticals, Inc. stock logo
IRWD
Ironwood Pharmaceuticals
$24,093,3000.0%16,390,00015.6%Medical
Amarin Corporation PLC stock logo
AMRN
Amarin
$11,135,5640.0%24,850,6237.2%Medical
Lantheus Holdings, Inc. stock logo
LNTH
Lantheus
$9,760,000$3,611,200 58.7%100,0006.3%Medical
Vor Biopharma Inc. stock logo
VOR
Vor Biopharma
$364,501$78,913 -17.8%508,0160.2%Medical
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$0$24,208,330 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data