Sarissa Capital Management LP
Hedge Fund • Activist
Sarissa Capital Management LP is an Activist Hedge Fund based in New York, NY led by Alexander John Denner, reporting $558.6M in AUM as of Q3 2025 with 89% Healthcare concentration, with only 8 positions, and 28% allocation to INVA.
CEOAlexander John Denner
- Portfolio Value
- $180.4M
- Positions
- 8
- Top Holding
- INVA at 28.49%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Sarissa Capital Management LP's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Biotechnology Healthcare | $51.4M | 28.49% | — | 4.47% 2.8M shares | |
Drug Manufacturers - Specialty & Generic Healthcare | $42.6M | 23.59% | — | 0.31% 303.2K shares | |
Biotechnology Healthcare | $32.3M | 17.93% | — | 0.49% 588.4K shares | |
Drug Manufacturers - Specialty & Generic Healthcare | $20.9M | 11.56% | — | 9.80% 15.9M shares | |
Unknown Unknown | $20.4M | 11.28% | — | — 1.2M shares | |
Drug Manufacturers - Specialty & Generic Healthcare | $9.3M | 5.16% | +$4.4M Bought | 0.27% 181.5K shares | |
Biotechnology Healthcare | $2.4M | 1.31% | +$2.4M New | 0.00% 4.2K shares | |
Biotechnology Healthcare | $1.2M | 0.69% | -$87.7 Sold | 0.37% 25.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Sarissa Capital Management LP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+88.52% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-0.01% |
Analytics
Portfolio insights and performance metrics for Sarissa Capital Management LP
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