Sarissa Capital Management LP

Q3 2025 13F-HR Holdings

Location
Greenwich, CT
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
8
Total value ($000)
$180,392
Net value change ($000)
+26,002 (16.8%)
New positions
2
Sold out positions
1
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CYTK 12,897 66.3%
IRWD 9,437 82.7%
NBIX 4,453 11.7%
REGN 2,356 NEW
LNTH 1,428 18.1%
VOR 1,237 NEW
AMRN 199 1.0%
Top Reduces (Value $000, Stocks/ETFs)
INVA -5,182 -9.2%
VOR -823 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type