Sarissa Capital Management LP
Annual return '25
+17.4%
SPY '25
+17.7%
Alpha
-0.3ptsvs SPY
Invested
$157.6M
Holdings
9
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$INVA
INNOVIVA INC
Q1 2025: Sold 61.3% (7.28M → 2.82M shares)
31.5%
02
$IRWD
IRONWOOD PHARMACEUTICALS INC
Q2 2025: Sold 2.9% (16.39M → 15.92M shares)
20.5%
03
$AMRN
AMARIN CORP PLC
Q2 2025: New position (1.24M shares)
15.4%
04
$NBIX
NEUROCRINE BIOSCIENCES INC
Q2 2025: Sold 1.9% (309.1k → 303.2k shares)
9.7%
05
$CYTK
CYTOKINETICS INC
Q2 2025: Sold 1.9% (600.0k → 588.4k shares)
9.6%
06
$LNTH
LANTHEUS HLDGS INC
Q3 2025: Increased +88.5% (96.3k → 181.5k shares)
8.0%
07
$BHVN
BIOHAVEN LTD
Held since at least Q1 2024
3.0%
08
$REGN
REGENERON PHARMACEUTICALS
Q3 2025: New position (4.2k shares)
2.1%
09
$VOR
VOR BIOPHARMA INC
Q3 2025: New position (25.4k shares)
0.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:49 UTC.