Sarissa Capital Management LP 13F Holdings · Q2 2026
Sarissa Capital Management LP reported 10 securities worth $177.88M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: INVA (24.14%), IRWD (21.75%), AMRN (15.00%). Among its top 25 positions this quarter: 1 new, 1 added, 1 trimmed.
| 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
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR