Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sarissa Capital Management LP (CIK 1577524) reported $177.9M across 10 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: INVA ($42.9M, 24.14%), IRWD ($38.7M, 21.75%), AMRN ($26.7M, 15.00%), NBIX ($19.6M, 11.04%), CYTK ($19.5M, 10.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | INVA | INNOVIVA INC | $42.9M | 24.14% | 1.9M | Trimmed |
| 2 | IRWD | IRONWOOD PHARMACEUTICALS INC | $38.7M | 21.75% | 9.2M | Hold |
| 3 | AMRN | AMARIN CORP PLC | $26.7M | 15.00% | 1.7M | Hold |
| 4 | NBIX | NEUROCRINE BIOSCIENCES INC | $19.6M | 11.04% | 116,533 | Hold |
| 5 | CYTK | CYTOKINETICS INC | $19.5M | 10.95% | 228,623 | Hold |
| 6 | LNTH | LANTHEUS HLDGS INC | $18.5M | 10.41% | 166,919 | Hold |
| 7 | BHVN | BIOHAVEN LTD | $8.7M | 4.87% | 582,312 | Added |
| 8 | REGN | REGENERON PHARMACEUTICALS | $2.6M | 1.47% | 4,190 | Hold |
| 9 | VOR | VOR BIOPHARMA INC | $467,596 | 0.26% | 25,399 | Hold |
| 10 | BIIB | BIOGEN INC | $205,257 | 0.12% | 950 | New |
Source: SEC Form 13F filings · as of 2026-06-30