Sarissa Capital Management LP 13F holdings
Sarissa Capital Management LP reported 10 positions with a total reported value of $177.9M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: INVA INNOVIVA INC (24.1%), IRWD IRONWOOD PHARMACEUTICALS INC (21.7%), AMARIN CORP PLC (15.0%), NBIX NEUROCRINE BIOSCIENCES INC (11.0%), CYTK CYTOKINETICS INC (10.9%). Against 2026-03-31 it opened 1 new position and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
10 largest of 10 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| INVA INNOVIVA INC | 1,890,604 | $42.9M | 24.1% |
| IRWD IRONWOOD PHARMACEUTICALS INC | 9,188,635 | $38.7M | 21.7% |
| AMARIN CORP PLC | 1,673,395 | $26.7M | 15.0% |
| NBIX NEUROCRINE BIOSCIENCES INC | 116,533 | $19.6M | 11.0% |
| CYTK CYTOKINETICS INC | 228,623 | $19.5M | 10.9% |
| LNTH LANTHEUS HLDGS INC | 166,919 | $18.5M | 10.4% |
| BHVN BIOHAVEN LTD | 582,312 | $8.7M | 4.9% |
| REGN REGENERON PHARMACEUTICALS | 4,190 | $2.6M | 1.5% |
| VOR VOR BIOPHARMA INC | 25,399 | $467.6K | 0.3% |
| BIIB BIOGEN INC | 950 | $205.3K | 0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| BIIB BIOGEN INC | 950 | $205.3K | 0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BHVN BIOHAVEN LTD | 563,184 | 582,312 | +3.4% | $8.7M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| INVA INNOVIVA INC | 2,130,950 | 1,890,604 | -11.3% | $42.9M |
CIK 1577524 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
