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 $157.6M across 9 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: INVA ($49.7M, 31.50%), IRWD ($32.3M, 20.46%), AMRN ($24.2M, 15.35%), NBIX ($15.4M, 9.74%), CYTK ($15.1M, 9.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | INVA | INNOVIVA INC | $49.7M | 31.50% | 2.1M | Trimmed |
| 2 | IRWD | IRONWOOD PHARMACEUTICALS INC | $32.3M | 20.46% | 9.2M | Trimmed |
| 3 | AMRN | AMARIN CORP PLC | $24.2M | 15.35% | 1.7M | Hold |
| 4 | NBIX | NEUROCRINE BIOSCIENCES INC | $15.4M | 9.74% | 116,533 | Trimmed |
| 5 | CYTK | CYTOKINETICS INC | $15.1M | 9.56% | 228,623 | Trimmed |
| 6 | LNTH | LANTHEUS HLDGS INC | $12.7M | 8.03% | 166,919 | Trimmed |
| 7 | BHVN | BIOHAVEN LTD | $4.8M | 3.02% | 563,184 | Added |
| 8 | REGN | REGENERON PHARMACEUTICALS | $3.2M | 2.05% | 4,190 | Hold |
| 9 | VOR | VOR BIOPHARMA INC | $453,118 | 0.29% | 25,399 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31