Sarissa Capital Management LP — 13F Holdings & Portfolio
CIK 1577524 · latest 13F-HR filed 2026-08-14
Sarissa Capital Management LP manages $177.9M in 13F-reported U.S. long-equity assets across 10 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are INVA (24.14%), IRWD (21.75%), AMRN (15.00%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 6, and trimmed 2.
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.
GREENWICH, CT 06830
$177.9M
Long-equity book
10
Distinct positions
2026-06-30
Filed 2026-08-14
+1 / −0 / ↑6 / ↓2
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- IRONWOOD PHARMACEUTICALS INC$6.4M +19.9%
- LANTHEUS HLDGS INC$5.9M +46.3%
- CYTOKINETICS INC$4.4M +29.3%
- NEUROCRINE BIOSCIENCES INC$4.3M +27.9%
- BIOHAVEN LTD$3.9M +81.9%
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 | $42.9M | 24.14% | 1,890,604 | SH |
| 2 | IRONWOOD PHARMACEUTICALS INC | IRWD | 46333X108 | $38.7M | 21.75% | 9,188,635 | SH |
| 3 | AMARIN CORP PLC | AMRN | 023111404 | $26.7M | 15.00% | 1,673,395 | SH |
| 4 | NEUROCRINE BIOSCIENCES INC | NBIX | 64125C109 | $19.6M | 11.04% | 116,533 | SH |
| 5 | CYTOKINETICS INC | CYTK | 23282W605 | $19.5M | 10.95% | 228,623 | SH |
| 6 | LANTHEUS HLDGS INC | LNTH | 516544103 | $18.5M | 10.41% | 166,919 | SH |
| 7 | BIOHAVEN LTD | BHVN | G1110E107 | $8.7M | 4.87% | 582,312 | SH |
| 8 | REGENERON PHARMACEUTICALS | REGN | 75886F107 | $2.6M | 1.47% | 4,190 | SH |
| 9 | VOR BIOPHARMA INC | VOR | 929033207 | $467.6K | 0.26% | 25,399 | SH |
| 10 | BIOGEN INC | BIIB | 09062X103 | $205.3K | 0.12% | 950 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $177.9M | 10 | 0000899140-26-000879 |
| 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 |