SARISSA CONSULTING LLC

PrivateCIK: 1915870
Location

SANTA MONICA, CA

51
Positions
$96.9K
Total AUM (reported)
3.95M
Total Shares

Allocation by class

TOTAL AUM$96.9K51 positions
COM$62.0K64.0%
SHS EUR$7.8K8.0%
COM NEW$6.7K7.0%
CL B CONV$3.0K3.1%
COM UNIT REP LTD$2.5K2.6%
COM CL A$2.4K2.4%
SHS NEW$2.3K2.4%

Portfolio Concentration

Top 322.8%4–1023.8%11–2532.0%Rest21.4%TOP 1046.6%0%100%
Top 3$22.1K22.8%
4–10$23.1K23.8%
11–25$31.0K32.0%
Rest$20.7K21.4%

Top 3 weight

22.8%

Top 10 weight

46.6%

Voting Authority Distribution

Total shares with voting rights: 96.89K

Sole

Full voting authority

96.89K

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)

Sole51
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings51
Rows:

ALLEGHANY CORP MD

SOLE
COM
Shares9.70K
TypeSH
Market value$8.1K
8.40%
Sole
8.14K
Shared
0.00
None
0.00

NIELSEN HLDGS PLC

SOLE
SHS EUR
Shares280K
TypeSH
Market value$7.8K
8.01%
Sole
7.76K
Shared
0.00
None
0.00

CITRIX SYS INC

SOLE
COM
Shares59.50K
TypeSH
Market value$6.2K
6.38%
Sole
6.18K
Shared
0.00
None
0.00

CHANGE HEALTHCARE INC

SOLE
COM
Shares138.70K
TypeSH
Market value$3.8K
3.94%
Sole
3.81K
Shared
0.00
None
0.00

ACTIVISION BLIZZARD INC

SOLE
COM
Shares48.90K
TypeSH
Market value$3.6K
3.75%
Sole
3.63K
Shared
0.00
None
0.00

AVALARA INC

SOLE
COM
Shares39.50K
TypeSH
Market value$3.6K
3.74%
Sole
3.63K
Shared
0.00
None
0.00

ROGERS CORP

SOLE
COM
Shares14.06K
TypeSH
Market value$3.4K
3.51%
Sole
3.40K
Shared
0.00
None
0.00

TENNECO INC

SOLE
COM
Shares173.84K
TypeSH
Market value$3.0K
3.12%
Sole
3.02K
Shared
0.00
None
0.00

SHAW COMMUNICATIONS INC

SOLE
CL B CONV
Shares121.80K
TypePRN
Market value$3.0K
3.05%
Sole
2.96K
Shared
0.00
None
0.00

PING IDENTITY HLDG CORP

SOLE
COM
Shares93.43K
TypeSH
Market value$2.6K
2.71%
Sole
2.62K
Shared
0.00
None
0.00

SPRAGUE RES LP COM

SOLE
COM UNIT REP LTD
Shares127.01K
TypeSH
Market value$2.5K
2.60%
Sole
2.52K
Shared
0.00
None
0.00

ATLAS AIR WORLDWIDE HLDGS IN

SOLE
COM NEW
Shares26K
TypeSH
Market value$2.5K
2.56%
Sole
2.48K
Shared
0.00
None
0.00

TEGNA INC

SOLE
COM
Shares118.52K
TypeSH
Market value$2.5K
2.53%
Sole
2.45K
Shared
0.00
None
0.00

TOWER SEMICONDUCTOR LTD

SOLE
SHS NEW
Shares52.56K
TypeSH
Market value$2.3K
2.38%
Sole
2.31K
Shared
0.00
None
0.00

TWITTER INC

SOLE
COM
Shares51.60K
TypeSH
Market value$2.3K
2.33%
Sole
2.26K
Shared
0.00
None
0.00

1LIFE HEALTHCARE INC

SOLE
COM
Shares131.67K
TypeSH
Market value$2.3K
2.33%
Sole
2.26K
Shared
0.00
None
0.00

BLUEROCK RESIDENTIAL GWT REI

SOLE
COM CL A
Shares83.06K
TypeSH
Market value$2.2K
2.29%
Sole
2.22K
Shared
0.00
None
0.00

ZENDESK INC

SOLE
COM
Shares27.60K
TypeSH
Market value$2.1K
2.17%
Sole
2.10K
Shared
0.00
None
0.00

IRONSOURCE LTD

SOLE
CL A ORD SHS
Shares568.56K
TypeSH
Market value$2.0K
2.02%
Sole
1.96K
Shared
0.00
None
0.00

SHELL MIDSTREAM PARTNERS L P

SOLE
UNIT LTD INT
Shares120K
TypeSH
Market value$1.9K
1.96%
Sole
1.90K
Shared
0.00
None
0.00

RENREN INC

SOLE
SPONSORED ADS
Shares60.76K
TypeSH
Market value$1.8K
1.86%
Sole
1.80K
Shared
0.00
None
0.00

GLOBAL BLOOD THERAPEUTICS IN

SOLE
COM
Shares26K
TypeSH
Market value$1.8K
1.83%
Sole
1.77K
Shared
0.00
None
0.00

SOUTH JERSEY INDS INC

SOLE
COM
Shares51.22K
TypeSH
Market value$1.7K
1.77%
Sole
1.71K
Shared
0.00
None
0.00

LUCID GROUP INC

SOLE
COM
Shares117.79K
TypeSH
Market value$1.6K
1.70%
Sole
1.65K
Shared
0.00
None
0.00

LHC GROUP INC

SOLE
COM
Shares10K
TypeSH
Market value$1.6K
1.69%
Sole
1.64K
Shared
0.00
None
0.00
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