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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 $177.88 million in total holdings as of September 30, 2021.
  • Sarissa Capital Management Lp owns shares of 10 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 0.28% of the portfolio was purchased this quarter.
  • About 3.07% of the portfolio was sold this quarter.
  • This quarter, Sarissa Capital Management Lp has purchased 9 new stocks and bought additional shares in 1 stock.
  • Sarissa Capital Management Lp sold shares of 1 stock and completely divested from 0 stocks this quarter.

Largest Holdings

Innoviva
$42,935,617
AMARIN CORP PLC
$26,673,916
Cytokinetics
$19,476,393

Largest New Holdings this Quarter

09062X103 - Biogen
$205,257 Holding

Largest Purchases this Quarter

Biohaven
19,128 shares (about $284.62K)
Biogen
950 shares (about $205.26K)

Largest Sales this Quarter

Innoviva
240,346 shares (about $5.46M)

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
$42,935,617$5,458,258 -11.3%1,890,60424.1%Healthcare
Ironwood Pharmaceuticals, Inc. stock logo
IRWD
Ironwood Pharmaceuticals
$38,684,1530.0%9,188,63521.7%Healthcare
AMARIN CORP PLC
$26,673,9160.0%1,673,39515.0%SPONSORED ADR
Neurocrine Biosciences, Inc. stock logo
NBIX
Neurocrine Biosciences
$19,639,8890.0%116,53311.0%Healthcare
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$19,476,3930.0%228,62310.9%Healthcare
Lantheus Holdings, Inc. stock logo
LNTH
Lantheus
$18,517,9940.0%166,91910.4%Healthcare
Biohaven Ltd. stock logo
BHVN
Biohaven
$8,664,803$284,625 3.4%582,3124.9%Healthcare
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$2,612,6330.0%4,1901.5%Healthcare
VOR BIOPHARMA INC
$467,5960.0%25,3990.3%COM NEW
Biogen Inc. stock logo
BIIB
Biogen
$205,257$205,257 New Holding9500.1%Healthcare

Showing largest 100 holdings. View all holdings.
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