SARISSA CONSULTING LLC 13F Holdings
CIK 0001915870 · SANTA MONICA, CA
As of Sep 30, 2022, SARISSA CONSULTING LLC reported 51 positions worth $96.9K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ALLEGHANY CORP MD | Y | Financial Services | 9,700 | $8.1K | 8.40% |
| NIELSEN HLDGS PLC | NLSN | Industrials | 280,000 | $7.8K | 8.01% |
| CITRIX SYSTEMS INC | CTXS | Technology | 59,500 | $6.2K | 6.38% |
| CHANGE HEALTHCARE INC | CHNG | Healthcare | 138,700 | $3.8K | 3.94% |
| ACTIVISION BLIZZARD INC | ATVI | Communication Services | 48,900 | $3.6K | 3.75% |
| AVALARA INC | AVLR | Technology | 39,500 | $3.6K | 3.74% |
| ROGERS CORP | ROG | Technology | 14,058 | $3.4K | 3.51% |
| TENNECO INC | — | — | 173,844 | $3.0K | 3.12% |
| SHAW COMMUNICATIONS INC | SJR | Communication Services | 121,800 | $3.0K | 3.05% |
| PING IDENTITY HOLDING CORP | PING | Technology | 93,427 | $2.6K | 2.71% |
| SPRAGUE RES LP | SRLP | Energy | 127,013 | $2.5K | 2.60% |
| ATLAS AIR WORLDWIDE HLDGS IN | AAWW | Industrials | 26,000 | $2.5K | 2.56% |
| TEGNA INC | TGNA | Communication Services | 118,517 | $2.5K | 2.53% |
| TOWER SEMICONDUCTOR LTD | TSEM | Technology | 52,561 | $2.3K | 2.38% |
| TWITTER INC | TWTR | Communication Services | 51,600 | $2.3K | 2.33% |
| 1LIFE HEALTHCARE INC | ONEM | Healthcare | 131,666 | $2.3K | 2.33% |
| BLUEROCK RESIDENTIAL GWT REI | — | — | 83,058 | $2.2K | 2.29% |
| ZENDESK INC | ZEN | Technology | 27,600 | $2.1K | 2.17% |
| IRONSOURCE LTD | IS | Technology | 568,560 | $2.0K | 2.02% |
| SHELL MIDSTREAM PARTNERS L P | SHLX | Energy | 120,000 |