Sarissa Capital Management LP NBIX — NEUROCRINE BIOSCIENCES INC

Ownership history in Sarissa Capital Management LP  ·  12 quarters on record

AI Ownership Summary

Sarissa Capital Management LP reported NEUROCRINE BIOSCIENCES INC (NBIX) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 24.68% in 2025 Q2. The latest visible filing shows NBIX at 9.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NBIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sarissa Capital Management LP's position in NEUROCRINE BIOSCIENCES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NBIX was reported at 9.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
24.68% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NBIX stock page Sarissa Capital Management LP fund profile Sarissa Capital Management LP full holdings
How Sarissa Capital Management LP held NBIX — position size vs. price
% of Fund (quarterly)    NBIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 116,533 -186,618 -61.6% 9.74% $15.4M 2026-05-15 $158.42
2025 Q4 UNCHANGED — — — 303,151 — 0% 19.29% $43.0M 2026-02-17 $127.76
2025 Q3 UNCHANGED — — — 303,151 — 0% 23.59% $42.6M 2025-11-14 $144.86
2025 Q2 REDUCED — — — 303,151 -5,965 -1.9% 24.68% $38.1M 2025-08-14 $131.31
2025 Q1 UNCHANGED — — — 309,116 — 0% 22.10% $34.2M 2025-05-15 $120.27
2024 Q4 REDUCED 24.7% -19.0% ✅ 309,116 -101,367 -24.7% 13.07% $42.2M 2025-02-14 $115.02
2024 Q3 UNCHANGED — — — 410,483 — 0% 11.76% $47.3M 2024-11-14 $122.88
2024 Q2 ADDED — — — 410,483 +64,057 +18.5% 9.54% $56.5M 2024-08-14 $146.69
2024 Q1 REDUCED 26.3% +1.6% ❌ 346,426 -123,574 -26.3% 8.36% $47.8M 2024-05-15 $142.00
2023 Q4 ADDED — — — 470,000 +104,000 +28.4% 9.54% $61.9M 2024-02-14 $131.77
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NBIX

As of 2026 Q1 — sorted by position size

PKO BP BANKOWY Universal Pension Society JSC 8.55% Vestal Point Capital, LP 4.6% Defilade Capital Management, L.P. 3.88% BRAIDWELL LP 3Y 2.87% PFM Health Sciences, LP 3Y 7Y 2.59% Atle Fund Management AB 3Y 7Y 2.54% Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2.52% DAFNA Capital Management LLC 3Y 7Y 2.12% Birchview Capital, LP 3Y 7Y 2.04% ARMISTICE CAPITAL, LLC 3Y 7Y 1.7%

FAQ About Sarissa Capital Management LP and NBIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sarissa Capital Management LP reported owning NBIX?

Sarissa Capital Management LP reported NBIX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NBIX position in Sarissa Capital Management LP's portfolio?

The largest reported portfolio weight for NBIX was 24.68% in 2025 Q2.

What is the latest reported NBIX position on this page?

The most recent filing on this page is 2026 Q1, when Sarissa Capital Management LP reported 116,533 shares, equal to 9.74% of portfolio, with an estimated market value of $15.4M.

What does the chart on this NBIX ownership page compare?

The chart compares Sarissa Capital Management LP's quarterly NBIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sarissa Capital Management LP time their NBIX position?

Based on 13F filing dates vs. subsequent NBIX price moves, Sarissa Capital Management LP correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on NBIX relative to SPY over the holding period was -4.6%.

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