Sarissa Capital Management LP

Portfolio Overview

Sarissa Capital Management LP’s 13F filing for the period ending September 30, 2025, reveals a highly specialized and concentrated investment portfolio. With a total value of approximately $149.50 million, the fund decreased in size by 3.2% compared to the previous quarter's $154.39 million. The portfolio is exceptionally narrow, comprising only five holdings, which indicates a conviction-based strategy rather than a broad market index approach. The fund maintains a clear...