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CIK: 0001577524
Total reported value
$177.9M
$177.9M
10 檔
287.3%
At the close of Q2 2024, Sarissa Capital Management LP disclosed equity holdings valued at approximately $177.9M, spread across 10 reported holdings.
During Q2 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 | BIIB | Biogen Inc | Stock-Healthcare | 25.16% | +0.12% | NEW | |
| 2 | INVA | Innoviva Inc | Stock-Other | 20.14% | -7.36% | — | |
| 3 | IRWD | Ironwood Pharmaceuticals Inc | Stock-Other | 18.04% | +1.29% | — | |
| 4 | GILD | Gilead Sciences Inc | Stock-Healthcare | 12.78% | — | — | |
| 5 | CYTK | Cytokinetics Inc | Stock-Healthcare | 10.15% | +1.39% | +270.00% | |
| 6 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 9.54% | +1.30% | +18.49% | |
| 7 | ✓ | Amarin Corp PLC | Stock-Other | 2.89% | — | — | |
| 8 | BCRX | Biocryst Pharmaceuticals Inc | Stock-Other | 1.14% | — | — | |
| 9 | VOR | Vor Biopharma Inc. | Stock-Other | 0.10% | — | — | |
| 10 | RGLS | Regulus Therapeutics Inc | Stock-Other | 0.06% | — | — |
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 Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BIIB, INVA, IRWD) accounted for 287.3% of total reported equity market value during Q2 2024.
During Q2 2024, Sarissa Capital Management LP's top holdings by market value included BIIB (25.2%)、INVA (20.1%)、IRWD (18.0%). The largest single position, BIIB, represented 25.2% of total portfolio value.
In Q2 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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