Sarissa Capital Management LP — 13F Holdings & Portfolio
CIK 1577524 · latest 13F-HR filed 2026-05-15
Sarissa Capital Management LP manages $157.6M in 13F-reported U.S. long-equity assets across 9 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are INVA (31.50%), IRWD (20.46%), AMRN (15.35%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 1, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$157.6M
Long-equity book
9
Distinct positions
2026-03-31
Filed 2026-05-15
+0 / −0 / ↑1 / ↓5
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- NEUROCRINE BIOSCIENCES INC-$27.6M -64.3%
- IRONWOOD PHARMACEUTICALS INC-$21.4M -39.9%
- CYTOKINETICS INC-$10.1M -40.2%
- INNOVIVA INC-$6.6M -11.8%
- BIOHAVEN LTD-$1.0M -17.8%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | INNOVIVA INC | INVA | 45781M101 | $49.7M | 31.50% | 2,130,950 | SH |
| 2 | IRONWOOD PHARMACEUTICALS INC | IRWD | 46333X108 | $32.3M | 20.46% | 9,188,635 | SH |
| 3 | AMARIN CORP PLC | AMRN | 023111404 | $24.2M | 15.35% | 1,673,395 | SH |
| 4 | NEUROCRINE BIOSCIENCES INC | NBIX | 64125C109 | $15.4M | 9.74% | 116,533 | SH |
| 5 | CYTOKINETICS INC | CYTK | 23282W605 | $15.1M | 9.56% | 228,623 | SH |
| 6 | LANTHEUS HLDGS INC | LNTH | 516544103 | $12.7M | 8.03% | 166,919 | SH |
| 7 | BIOHAVEN LTD | BHVN | G1110E107 | $4.8M | 3.02% | 563,184 | SH |
| 8 | REGENERON PHARMACEUTICALS | REGN | 75886F107 | $3.2M | 2.05% | 4,190 | SH |
| 9 | VOR BIOPHARMA INC | VOR | 929033207 | $453.1K | 0.29% | 25,399 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $157.6M | 9 | 0000899140-26-000574 |
| 2025-12-31 | 2026-02-17 | $222.9M | 9 | 0000899140-26-000256 |
| 2025-09-30 | 2025-11-14 | $180.4M | 8 | 0000899140-25-001320 |