Sarissa Capital Management LP - Q42025 Holdings

Sarissa Capital Management LP holds 9 stocks with a total portfolio value of $ 222.91M as of Q42025. In Q42025, Sarissa Capital Management LP added 1 new position, increased stakes in 1 stock, reduced 1 holding, and fully exited 0 positions. The largest holding is Innoviva Inc (INVA), representing 25.25% of the total portfolio.