The Analysis of Sarissa Capital Management LP's Holdings & P&L


Currently, Sarissa Capital Management LP holds 9 types of securities in its portfolio with a total value $157.6M. In the most recent quarter, they have increased their positions in INVA (+2.1M shares, valued at $49.7M), IRWD (+9.2M shares, valued at $32.3M), N/A (+1.7M shares, valued at $24.2M); initiated new positions in INVA (+2.1M shares, valued at $49.7M), IRWD (+9.2M shares, valued at $32.3M), N/A (+1.7M shares, valued at $24.2M).


1M P&L
-5.2M-3.56%
3M P&L
+5.8M+4.35%
HY P&L
+4.6M+3.41%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology68.4M
53.2%
2Drug Manufacturers - Specialty & Generic60.3M
46.8%

Top Industries by Stock Count

1Biotechnology4 stocks
57.1%
2Drug Manufacturers - Specialty & Generic3 stocks
42.9%
Stock Holdings
INVA
INNOVIVA INC
New
Shares2.1M
Event2026-03-31
Filed2026-05-15
IRWD
IRONWOOD PHARMACEUTICALS INC
New
Shares9.2M
Event2026-03-31
Filed2026-05-15
AMARIN CORP PLC
AMARIN CORP PLC
New
Shares1.7M
Event2026-03-31
Filed2026-05-15
NBIX
NEUROCRINE BIOSCIENCES INC
New
Shares116.5K
Event2026-03-31
Filed2026-05-15
CYTK
CYTOKINETICS INC
New
Shares228.6K
Event2026-03-31
Filed2026-05-15
LNTH
LANTHEUS HLDGS INC
New
Shares166.9K
Event2026-03-31
Filed2026-05-15
BIOHAVEN LTD
BIOHAVEN LTD
New
Shares563.2K
Event2026-03-31
Filed2026-05-15
REGN
REGENERON PHARMACEUTICALS
New
Shares4.2K
Event2026-03-31
Filed2026-05-15
VOR
VOR BIOPHARMA INC
New
Shares25.4K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Sarissa Capital Management LP Institutional Holdings, Portfolio & P&L β€” TradeFomo