Q4 2025 · 13F-HR
Sarissa Capital Management LPholdings as filed
Filed 2026-02-17 · accession 0000899140-26-000256
$222.9M
Reported value
9
Positions
2025-12-31
Period end
The Brief · Sarissa Capital Management LP · Q4 2025
AI · grounded in 13F
Sarissa Capital Management LP established a new position in Biohaven Ltd BHVN valued at $5.79M. The fund also increased its stake in Amarin Corp PLC AMRN by 34.68%. Conversely, the manager trimmed its holding in Cytokinetics Inc CYTK by 32.63%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45781M101 | INVA | INNOVIVA INC | $56.3M | 25.3% | 2,816,022 | Common | SOLE |
| 46333X108 | IRWD | IRONWOOD PHARMACEUTICALS INC | $53.6M | 24.1% | 15,919,435 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $43.0M | 19.3% | 303,151 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $25.2M | 11.3% | 396,357 | Common | SOLE |
| 023111404 | AMRN | AMARIN CORP PLC | $23.4M | 10.5% | 1,673,395 | Common | SOLE |
| 516544103 | LNTH | LANTHEUS HLDGS INC | $12.1M | 5.42% | 181,450 | Common | SOLE |
| G1110E107 | BHVN | BIOHAVEN LTD | $5.8M | 2.60% | 513,184 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $3.2M | 1.45% | 4,190 | Common | SOLE |
| 929033207 | VOR | VOR BIOPHARMA INC | $332,219 | 0.15% | 25,399 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.