$1 Billion is the total value of Sarissa Capital Management LP's 11 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NBIX | New | NEUROCRINE BIOSCIENCES INC | $21,811,590 | – | 231,300 | +100.0% | 2.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BIOGEN INC. | 35 | Q2 2024 | 37.1% |
| INNOVIVA INC. | 32 | Q2 2024 | 20.1% |
| IRONWOOD PHARMACEUTICALS INC. | 27 | Q2 2024 | 28.9% |
| ABBVIE INC. | 23 | Q2 2020 | 24.4% |
| MEDICINES CO. | 20 | Q4 2019 | 33.9% |
| MERSANA THERAPEUTICS INC. | 19 | Q3 2023 | 7.9% |
| BIOCRYST PHARMACEUTICALS INC | 17 | Q2 2024 | 7.4% |
| ALKERMES PLC | 16 | Q3 2023 | 43.7% |
| INTERCEPT PHARMACEUTICALS INC. | 15 | Q2 2021 | 10.7% |
| GILEAD SCIENCES INC | 14 | Q2 2024 | 18.2% |
View Sarissa Capital Management LP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| AMARIN CORP PLC\UK | December 05, 2023 | 33,470,000 | 8.2% |
| Alkermes plc. | August 24, 2023 | 8,323,400 | 5.0% |
| Innoviva, Inc. | May 15, 2023 | 6,904,000 | 10.5% |
| IRONWOOD PHARMACEUTICALS INC | March 01, 2021 | 14,890,000 | 9.3% |
| Iterum Therapeutics plcSold out | February 12, 2021 | 0 | 0.0% |
| BIOCRYST PHARMACEUTICALS INC | January 25, 2021 | 8,844,000 | 5.0% |
| Mersana Therapeutics, Inc. | January 25, 2021 | 3,770,000 | 5.5% |
| MEDICINES CO /DESold out | January 07, 2020 | 0 | 0.0% |
| Regulus Therapeutics Inc. | January 03, 2020 | 7,935,322 | 29.4% |
| NOVELION THERAPEUTICS INC. | November 09, 2018 | 909,296 | 4.6% |
View Sarissa Capital Management LP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 4 | 2024-09-18 |
| 13F-HR | 2024-08-14 |
| 4 | 2024-06-21 |
| 4 | 2024-06-18 |
| 13F-HR | 2024-05-15 |
| 4 | 2024-03-19 |
| 13F-HR | 2024-02-14 |
| 4 | 2023-12-19 |
| SC 13D/A | 2023-12-05 |
| 13F-HR | 2023-11-14 |
View Sarissa Capital Management LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.