Filed: 11/14/2025ACC: 0000899140-25-001320
📋 What this filing means
SARISSA CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $180.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$180.39M
Total AUM (reported)
21.08M
Total Shares
Allocation by class
COM$105.61M58.5%
COM NEW$33.57M18.6%
COM CL A$20.85M11.6%
SPONSORED ADR$20.35M11.3%
Portfolio Concentration
Top 3$126.28M70.0%
4–10$54.11M30.0%
Top 3 weight
70.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 21.08M
Sole
Full voting authority
21.08M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
INNOVIVA INC
SOLEShares2.82M
TypeSH
Market value$51.39M
28.49%
Sole
2.82M
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares303.15K
TypeSH
Market value$42.56M
23.59%
Sole
303.15K
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares588.36K
TypeSH
Market value$32.34M
17.93%
Sole
588.36K
Shared
0.00
None
0.00
IRONWOOD PHARMACEUTICALS INC
SOLEShares15.92M
TypeSH
Market value$20.85M
11.56%
Sole
15.92M
Shared
0.00
None
0.00
AMARIN CORP PLC
SOLEShares1.24M
TypeSH
Market value$20.35M
11.28%
Sole
1.24M
Shared
0.00
None
0.00
LANTHEUS HLDGS INC
SOLEShares181.45K
TypeSH
Market value$9.31M
5.16%
Sole
181.45K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares4.19K
TypeSH
Market value$2.36M
1.31%
Sole
4.19K
Shared
0.00
None
0.00
VOR BIOPHARMA INC
SOLEShares25.40K
TypeSH
Market value$1.24M
0.69%
Sole
25.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INNOVIVA INCSOLE | COM | 2.82M | SH | $51.39M 28.49% | 2.82M | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 303.15K | SH | $42.56M 23.59% | 303.15K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 588.36K | SH | $32.34M 17.93% | 588.36K | 0.00 | 0.00 |
IRONWOOD PHARMACEUTICALS INCSOLE | COM CL A | 15.92M | SH | $20.85M 11.56% | 15.92M | 0.00 | 0.00 |
AMARIN CORP PLCSOLE | SPONSORED ADR | 1.24M | SH | $20.35M 11.28% | 1.24M | 0.00 | 0.00 |
LANTHEUS HLDGS INCSOLE | COM | 181.45K | SH | $9.31M 5.16% | 181.45K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 4.19K | SH | $2.36M 1.31% | 4.19K | 0.00 | 0.00 |
VOR BIOPHARMA INCSOLE | COM NEW | 25.40K | SH | $1.24M 0.69% | 25.40K | 0.00 | 0.00 |