Sarissa Capital Management LP Portfolio Holdings
Q3 2025•8 long positions•$180.4M portfolio value
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Holding8 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Biotechnology Healthcare | $51.4M 28.49% | — | 4.47% 2.8M shares | — | — | $1.2B Small Cap | Q3 2016 Held for 9y 2m | |
Drug Manufacturers - Specialty & Generic Healthcare | $42.6M 23.59% | — | 0.306% 303.2K shares | — | — | $13.9B Large Cap | Q2 2023 Held for 2y 5m | |
Biotechnology Healthcare | $32.3M 17.93% | — | 0.492% 588.4K shares | — | — | $6.6B Mid Cap | Q1 2024 Held for 1y 8m | |
Drug Manufacturers - Specialty & Generic Healthcare | $20.9M 11.56% | — | 9.8% 15.9M shares | — | — | $212.8M Micro Cap | Q4 2017 Held for 7y 11m | |
Unknown Unknown | $20.4M 11.28% | — | — 1.2M shares | — | — | — — | Q2 2023 Held for 2y 5m | |
Drug Manufacturers - Specialty & Generic Healthcare | $9.3M 5.16% | +$4.4M Bought | 0.267% 181.5K shares | 96.3K → 181.5K +$4.4M | +88.52% | $3.5B Mid Cap | Q3 2024 Held for 1y 2m | |
Biotechnology Healthcare | $2.4M 1.31% | +$2.4M New | 0.004% 4.2K shares | 0 → 4.2K +$2.4M | New | $59.6B Large Cap | Q3 2025 Held for 2 months | |
Biotechnology Healthcare | $1.2M 0.686% | -$87.7 Sold | 0.371% 25.4K shares | 25.4K → 25.4K −$87.7 | -0.01% | $333.9M Small Cap | Q1 2021 Held for 4y 8m |
