The Analysis of Sarissa Capital Management LP's Holdings


Currently, Sarissa Capital Management LP holds 8 types of securities in its portfolio with a total value $180.4M. In the most recent quarter, they have increased their positions in LNTH (+85.2K shares, valued at $4.4M), REGN (+4.2K shares, valued at $2.4M), VOR (+25.4K shares, valued at $1.2M); initiated new positions in REGN (+4.2K shares, valued at $2.4M), VOR (+25.4K shares, valued at $1.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
INVA INNOVIVA INC2.8M shares0.00%2025-09-302025-11-14history
NBIX NEUROCRINE BIOSCIENCES INC303.2K shares0.00%2025-09-302025-11-14history
CYTK CYTOKINETICS INC588.4K shares0.00%2025-09-302025-11-14history
IRWD IRONWOOD PHARMACEUTICALS INC15.9M shares0.00%2025-09-302025-11-14history
AMRN AMARIN CORP PLC1.2M shares0.00%2025-09-302025-11-14history
LNTH LANTHEUS HLDGS INC181.4K shares88.52%2025-09-302025-11-14history
REGN REGENERON PHARMACEUTICALS4.2K sharesnew addition2025-09-302025-11-14history
VOR VOR BIOPHARMA INC25.4K sharesnew addition2025-09-302025-11-14history
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Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available