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CIK: 0001577524
Total reported value
$177.9M
$177.9M
10 檔
292.8%
According to the latest 13F quarterly dataset, Sarissa Capital Management LP managed an equity portfolio of $177.9M at the end of Q1 2024, spanning 10 distinct U.S. exchange-listed positions.
During Q1 2024, Sarissa Capital Management LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IRWD | Ironwood Pharmaceuticals Inc | Stock-Other | 24.97% | +1.29% | — | |
| 2 | BIIB | Biogen Inc | Stock-Healthcare | 24.26% | +0.12% | NEW | |
| 3 | INVA | Innoviva Inc | Stock-Other | 19.40% | -7.36% | — | |
| 4 | GILD | Gilead Sciences Inc | Stock-Healthcare | 14.14% | — | +2.59% | |
| 5 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 8.36% | +1.30% | -26.29% | |
| 6 | ✓ | Amarin Corp PLC | Stock-Other | 3.87% | — | — | |
| 7 | CYTK | Cytokinetics Inc | Stock-Healthcare | 3.68% | +1.39% | — | |
| 8 | BCRX | Biocryst Pharmaceuticals Inc | Stock-Other | 0.97% | — | +9.42% | |
| 9 | VOR | Vor Biopharma Inc. | Stock-Other | 0.26% | — | — | |
| 10 | RGLS | Regulus Therapeutics Inc | Stock-Other | 0.09% | — | — |
According to official SEC Form 13F filings, Sarissa Capital Management LP reported a total U.S. public equity portfolio value of $177.9M across 10 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IRWD, BIIB, INVA) accounted for 292.8% of total reported equity market value during Q1 2024.
During Q1 2024, Sarissa Capital Management LP's top holdings by market value included IRWD (25.0%)、BIIB (24.3%)、INVA (19.4%). The largest single position, IRWD, represented 25.0% of total portfolio value.
In Q1 2024, Sarissa Capital Management LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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