SCM
Sarissa Capital Management Portfolio holdings
AUM
$154M
This Quarter Return
+11.73%
1 Year Return
-6.05%
3 Year Return
-7.91%
5 Year Return
+32.47%
10 Year Return
+262.41%
AUM
$154M
AUM Growth
+$154M
(-0.21%)
Cap. Flow
-$385M
Cap. Flow
% of AUM
-249.18%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
7
New
–
Increased
–
Reduced
5
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
AMRN
Amarin Corp
AMRN
|
$383M |
| 2 |
Neurocrine Biosciences
NBIX
|
$750K |
| 3 |
Cytokinetics
CYTK
|
$385K |
| 4 |
Ironwood Pharmaceuticals
IRWD
|
$337K |
| 5 |
Lantheus
LNTH
|
$307K |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Innoviva
INVA
$1.29B
| $56.6M | 36.64% | 2,816,022 | – | – |
|
|
2
Neurocrine Biosciences
NBIX
$13.8B
| $38.1M | 24.68% | 303,151 -5,965 | -2% | -$750K |
|
|
AMRN
3
Amarin Corp
AMRN
$311M
| $20.2M | 13.05% | 1,242,527 -23,608,096 | -95% | -$383M |
|
|
4
Cytokinetics
CYTK
$4.23B
| $19.4M | 12.59% | 588,357 -11,643 | -2% | -$385K |
|
|
5
Ironwood Pharmaceuticals
IRWD
$214M
| $11.4M | 7.4% | 15,919,435 -470,565 | -3% | -$337K |
|
|
6
Lantheus
LNTH
$3.73B
| $7.88M | 5.1% | 96,251 -3,749 | -4% | -$307K |
|
7
Vor Biopharma
VOR
$250M
| $823K | 0.53% | 508,016 | – | – |
|