Sarissa Capital Management LP
CIK: 1577524
Exit Positions
0
Holdings (10)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- INVA
INNOVIVA INC
$42.94M
1.89M sh24.14%-11.3% - IRWD
IRONWOOD PHARMACEUTICALS INC
$38.68M
9.19M sh21.75%+0.0% - AMRN
AMARIN CORP PLC
$26.67M
1.67M sh15.00%+0.0% - NBIX
NEUROCRINE BIOSCIENCES INC
$19.64M
116,533 sh11.04%+0.0% - CYTK
CYTOKINETICS INC
$19.48M
228,623 sh10.95%+0.0% - LNTH
LANTHEUS HLDGS INC
$18.52M
166,919 sh10.41%+0.0% - BHVN
BIOHAVEN LTD
$8.66M
582,312 sh4.87%+3.4% - REGN
REGENERON PHARMACEUTICALS
$2.61M
4,190 sh1.47%+0.0% - VOR
VOR BIOPHARMA INC
$468K
25,399 sh0.26%+0.0% - BIIB
BIOGEN INC
$205K
950 sh0.12%New
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 INVA INNOVIVA INC | 1.89M | $42.94M | -11.3% | 24.14% | Q2 2026 |
 IRWD IRONWOOD PHARMACEUTICALS INC | 9.19M | $38.68M | +0.0% | 21.75% | Q2 2026 |
 AMRN AMARIN CORP PLC | 1.67M | $26.67M | +0.0% | 15.00% | Q2 2026 |
 NBIX NEUROCRINE BIOSCIENCES INC | 116,533 | $19.64M | +0.0% | 11.04% | Q2 2026 |
 CYTK CYTOKINETICS INC | 228,623 | $19.48M | +0.0% | 10.95% | Q2 2026 |
 LNTH LANTHEUS HLDGS INC | 166,919 | $18.52M | +0.0% | 10.41% | Q2 2026 |
 BHVN BIOHAVEN LTD | 582,312 | $8.66M | +3.4% | 4.87% | Q2 2026 |
 REGN REGENERON PHARMACEUTICALS | 4,190 | $2.61M | +0.0% | 1.47% | Q2 2026 |
 VOR VOR BIOPHARMA INC | 25,399 | $468K | +0.0% | 0.26% | Q2 2026 |
 BIIB BIOGEN INC | 950 | $205K | New | 0.12% | Q2 2026 |
1-10 of 10 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Sarissa Capital Management LP
Sarissa Capital Management LP is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1577524). Signal8 holds 20 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 10 securities, not counting options, up from 9 in Q1 2026.
Its five largest reported positions, in order, are INNOVIVA INC (INVA), IRONWOOD PHARMACEUTICALS INC (IRWD), AMARIN CORP PLC (AMRN), NEUROCRINE BIOSCIENCES INC (NBIX) and CYTOKINETICS INC (CYTK). The next five are LANTHEUS HLDGS INC (LNTH), BIOHAVEN LTD (BHVN), REGENERON PHARMACEUTICALS (REGN), VOR BIOPHARMA INC (VOR) and BIOGEN INC (BIIB).
Recent 13F filings by Sarissa Capital Management LP
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 10 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 9 securities.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 9 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 8 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 7 securities.
- Q1 2025: 13F-HR filed May 15, 2025, listing 7 securities.