Sarissa Capital Management LP VOR VOR BIOPHARMA INC

Ownership history in Sarissa Capital Management LP  ·  21 quarters on record

AI Ownership Summary

Sarissa Capital Management LP reported VOR BIOPHARMA INC (VOR) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.69% in 2025 Q3. The latest visible filing shows VOR at 0.29% 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 VOR 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 VOR BIOPHARMA 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

VOR was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2025 Q3

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.

How Sarissa Capital Management LP held VOR — position size vs. price
% of Fund (quarterly)    VOR 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 UNCHANGED 25,399 0% 0.29% $453K 2026-05-15 $14.63
2025 Q4 UNCHANGED 25,399 0% 0.15% $332K 2026-02-17 $12.98
2025 Q3 REDUCED 95.0% -71.8% 25,399 -482,617 -95.0% 0.69% $1.2M 2025-11-14 $10.01
2025 Q2 UNCHANGED 508,016 0% 0.53% $823K 2025-08-14 $39.60
2025 Q1 REDUCED 17.8% +125.6% 508,016 -109,984 -17.8% 0.24% $365K 2025-05-15 $3.42
2024 Q4 UNCHANGED 618,000 0% 0.21% $686K 2025-02-14 $27.40
2024 Q3 UNCHANGED 618,000 0% 0.11% $433K 2024-11-14 $17.94
2024 Q2 UNCHANGED 618,000 0% 0.10% $618K 2024-08-14 $16.50
2024 Q1 UNCHANGED 618,000 0% 0.26% $1.5M 2024-05-15 $34.80
2023 Q4 UNCHANGED 618,000 0% 0.21% $1.4M 2024-02-14 $41.40
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sarissa Capital Management LP and VOR

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 VOR?

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

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

The largest reported portfolio weight for VOR was 0.69% in 2025 Q3.

What is the latest reported VOR position on this page?

The most recent filing on this page is 2026 Q1, when Sarissa Capital Management LP reported 25,399 shares, equal to 0.29% of portfolio, with an estimated market value of $453K.

What does the chart on this VOR ownership page compare?

The chart compares Sarissa Capital Management LP's quarterly VOR 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 VOR position?

Based on 13F filing dates vs. subsequent VOR price moves, Sarissa Capital Management LP correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on VOR relative to SPY over the holding period was -54.3%.

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