Latest Sarissa Capital Management LP Stock Portfolio
$648Million
Equity Portfolio Value
Last Reported on: 14 Feb, 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 $742.4 Millions as of 30 Sep, 2023.
The top stock holdings of Sarissa Capital Management LP are ALKS, BIIB, IRWD. The fund has invested 26.6% of it's portfolio in ALKERMES PLC and 22.3% of portfolio in BIOGEN INC.
They significantly reduced their stock positions in MERSANA THERAPEUTICS INC (MRSN) and ALKERMES PLC (ALKS). The fund showed a lot of confidence in some stocks as they added substantially to AMARIN CORP PLC (AMRN) and NEUROCRINE BIOSCIENCES INC (NBIX).
The top stock holdings of Sarissa Capital Management LP are ALKS, BIIB, IRWD. The fund has invested 26.6% of it's portfolio in ALKERMES PLC and 22.3% of portfolio in BIOGEN INC.
They significantly reduced their stock positions in MERSANA THERAPEUTICS INC (MRSN) and ALKERMES PLC (ALKS). The fund showed a lot of confidence in some stocks as they added substantially to AMARIN CORP PLC (AMRN) and NEUROCRINE BIOSCIENCES INC (NBIX).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| AMARIN CORP PLC | 137 |
| BIOCRYST PHARMACEUTICALS INC | 29.03 |
| NEUROCRINE BIOSCIENCES INC | 28.42 |
| GILEAD SCIENCES INC | 16.84 |
Additions to existing portfolio by Sarissa Capital Management LP
Reductions
Sold off
| Ticker | $ Sold |
|---|---|
| ALKERMES PLC | -197,252,000 |
| MERSANA THERAPEUTICS INC | -698,500 |
Sarissa Capital Management LP got rid off the above stocks
Current Stock Holdings of Sarissa Capital Management LP
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ALKS | ALKERMES PLC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMRN | AMARIN CORP PLC | 3.33 | 24,850,600 | 21,620,000 | ADDED | 137 | |
| BCRX | BIOCRYST PHARMACEUTICALS INC | 0.92 | 1,000,000 | 5,990,000 | ADDED | 29.03 | |
| BIIB | BIOGEN INC | 25.64 | 643,000 | 166,389,000 | UNCHANGED | 0.00 | |
| GILD | GILEAD SCIENCES INC | 13.43 | 1,075,400 | 87,118,200 | ADDED | 16.84 | |
| INVA | INNOVIVA INC | 17.99 | 7,277,000 | 116,723,000 | UNCHANGED | 0.00 | |
| IRWD | IRONWOOD PHARMACEUTICALS INC | 28.90 | 16,390,000 | 187,502,000 | UNCHANGED | 0.00 | |
| MRSN | MERSANA THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NBIX | NEUROCRINE BIOSCIENCES INC | 9.54 | 470,000 | 61,927,200 | ADDED | 28.42 | |
| RGLS | REGULUS THERAPEUTICS INC | 0.04 | 185,183 | 237,034 | UNCHANGED | 0.00 | |
| VOR | VOR BIOPHARMA INC | 0.21 | 618,000 | 1,390,500 | UNCHANGED | 0.00 |