StockDrifts LogoStockDrifts

Sarissa Consulting 13F Portfolio

Portfolio Manager
Sarissa Consulting Llc
Performance
0% (N/A)
AUM (13F)
$96.89K
# of Holdings
51
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q3 2022

Sarissa Consulting Llc Holdings Map

Top 50 Sarissa Consulting Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
Y
ALLEGHANY CORP MD
8.4%9.7K$8Knew2022-Q3: 9.7K sharesโ€”2022-09-30
NLSN
NIELSEN HLDGS PLC
8.01%280.0K$8Knew2022-Q3: 280.0K sharesโ€”2022-09-30
CTXS
CITRIX SYS INC
6.38%59.5K$6Knew2022-Q3: 59.5K sharesโ€”2022-09-30
CHNG
CHANGE HEALTHCARE INC
3.94%138.7K$4Knew2022-Q3: 138.7K sharesโ€”2022-09-30
ATVI
ACTIVISION BLIZZARD INC
3.75%48.9K$4Knew2022-Q3: 48.9K sharesโ€”2022-09-30
AVLR
AVALARA INC
3.74%39.5K$4Knew2022-Q3: 39.5K sharesโ€”2022-09-30
ROG
ROGERS CORP
3.51%14.1K$3Knew2022-Q3: 14.1K sharesโ€”2022-09-30
TEN
TENNECO INC
3.12%173.8K$3Knew2022-Q3: 173.8K sharesโ€”2022-09-30
SJR
SHAW COMMUNICATIONS INC
3.05%121.8K$3Knew2022-Q3: 121.8K sharesโ€”2022-09-30
PING
PING IDENTITY HLDG CORP
2.71%93.4K$3Knew2022-Q3: 93.4K sharesโ€”2022-09-30

About Sarissa Consulting Llcโ€™s portfolio

Sarissa Consulting Llc reports $96.89K in US-listed equity holdings across 51 positions in its most recent 13F filing. Its largest disclosed positions are Y (8.4%), NLSN (8.0%) and CTXS (6.4%). Figures reflect the Q3 2022 filing.

Portfolio concentration

Portfolio concentration
Y โ€” 8.4% ($8.1K)NLSN โ€” 8.0% ($7.8K)CTXS โ€” 6.4% ($6.2K)CHNG โ€” 3.9% ($3.8K)ATVI โ€” 3.8% ($3.6K)AVLR โ€” 3.7% ($3.6K)ROG โ€” 3.5% ($3.4K)TEN โ€” 3.1% ($3.0K)SJR โ€” 3.1% ($3.0K)PING โ€” 2.7% ($2.6K)Other โ€” 53.4% ($51.7K)
47%in top 10
  • Y8.4%
  • NLSN8.0%
  • CTXS6.4%
  • CHNG3.9%
  • ATVI3.8%
  • AVLR3.7%
  • ROG3.5%
  • TEN3.1%
  • SJR3.1%
  • PING2.7%
  • Other53.4%

Unlock alerts, watchlists & AI chat

Sign up free to track Sarissa Consulting Llc, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Sarissa Consulting Llcโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1915870). View Sarissa Consulting Llcโ€™s 13F filings on SEC

More 13F analyses

View all