Latest Sarissa Capital Management LP Stock Portfolio
$571Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About Sarissa Capital Management LP and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Sarissa Capital Management LP reported an equity portfolio of $571.6 Millions as of 31 Mar, 2024.
The top stock holdings of Sarissa Capital Management LP are IRWD, BIIB, INVA. The fund has invested 25% of it's portfolio in IRONWOOD PHARMACEUTICALS INC and 24.2% of portfolio in BIOGEN INC.
They significantly reduced their stock positions in NEUROCRINE BIOSCIENCES INC (NBIX). Sarissa Capital Management LP opened new stock positions in CYTOKINETICS INC (CYTK). The fund showed a lot of confidence in some stocks as they added substantially to BIOCRYST PHARMACEUTICALS INC (BCRX) and GILEAD SCIENCES INC (GILD).
The top stock holdings of Sarissa Capital Management LP are IRWD, BIIB, INVA. The fund has invested 25% of it's portfolio in IRONWOOD PHARMACEUTICALS INC and 24.2% of portfolio in BIOGEN INC.
They significantly reduced their stock positions in NEUROCRINE BIOSCIENCES INC (NBIX). Sarissa Capital Management LP opened new stock positions in CYTOKINETICS INC (CYTK). The fund showed a lot of confidence in some stocks as they added substantially to BIOCRYST PHARMACEUTICALS INC (BCRX) and GILEAD SCIENCES INC (GILD).
New Buys
| Ticker | $ Bought |
|---|---|
| CYTOKINETICS INC | 21,033,000 |
New stocks bought by Sarissa Capital Management LP
Additions
| Ticker | % Inc. |
|---|---|
| BIOCRYST PHARMACEUTICALS INC | 9.42 |
| GILEAD SCIENCES INC | 2.59 |
Additions to existing portfolio by Sarissa Capital Management LP
Reductions
| Ticker | % Reduced |
|---|---|
| NEUROCRINE BIOSCIENCES INC | -26.29 |
Sarissa Capital Management LP reduced stake in above stock
Sold off
Current Stock Holdings of Sarissa Capital Management LP
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AMRN | AMARIN CORP PLC | 3.87 | 24,850,600 | 22,136,900 | UNCHANGED | 0.00 | |
| BCRX | BIOCRYST PHARMACEUTICALS INC | 0.97 | 1,094,170 | 5,558,370 | ADDED | 9.42 | |
| BIIB | BIOGEN INC | 24.25 | 643,000 | 138,650,000 | UNCHANGED | 0.00 | |
| CYTK | CYTOKINETICS INC | 3.68 | 300,000 | 21,033,000 | NEW | ||
| GILD | GILEAD SCIENCES INC | 14.14 | 1,103,280 | 80,815,400 | ADDED | 2.59 | |
| INVA | INNOVIVA INC | 19.40 | 7,277,000 | 110,901,000 | UNCHANGED | 0.00 | |
| IRWD | IRONWOOD PHARMACEUTICALS INC | 24.97 | 16,390,000 | 142,757,000 | UNCHANGED | 0.00 | |
| NBIX | NEUROCRINE BIOSCIENCES INC | 8.36 | 346,426 | 47,779,100 | REDUCED | -26.29 | |
| RGLS | REGULUS THERAPEUTICS INC | 0.09 | 185,183 | 533,327 | UNCHANGED | 0.00 | |
| VOR | VOR BIOPHARMA INC | 0.26 | 618,000 | 1,464,660 | UNCHANGED | 0.00 |