SCM
Sarissa Capital Management Portfolio holdings
AUM
$158M
1-Year Est. Return
103.7%
This Fund
S&P 500
1 Year Est. Return
+103.7%
AUM
$158M
AUM Growth
-$65.3M
(-29%)
Holding
9
Top Sells
| 1 | +$27.6M | |
| 2 | +$24.8M | |
| 3 | +$14.8M | |
| 4 |
Cytokinetics
CYTK
|
+$10.7M |
| 5 |
Lantheus
LNTH
|
+$1.04M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Innoviva
INVA
$1.57B
| $49.7M | 31.5% |
2,130,950
-685,072
|
|
||
2
Ironwood Pharmaceuticals
IRWD
$551M
| $32.3M | 20.46% |
9,188,635
-6,730,800
|
|
||
|
AMRN
3
Amarin Corp
AMRN
$304M
| $24.2M | 15.35% |
1,673,395
|
|
||
4
Neurocrine Biosciences
NBIX
$15.8B
| $15.4M | 9.74% |
116,533
-186,618
|
|
||
|
5
Cytokinetics
CYTK
$9.72B
| $15.1M | 9.56% |
228,623
-167,734
|
|
||
|
6
Lantheus
LNTH
$6.37B
| $12.7M | 8.03% |
166,919
-14,531
|
|
||
7
Biohaven
BHVN
$1.55B
| $4.76M | 3.02% |
563,184
+50,000
|
|
||
8
Regeneron Pharmaceuticals
REGN
$62.6B
| $3.24M | 2.05% |
4,190
|
|
||
9
Vor Biopharma
VOR
$764M
| $453K | 0.29% |
25,399
|
|