Sarissa Capital Management LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1577524) · Explore on the interactive board
Sarissa Capital Management LP disclosed 10 US equity positions worth $177.9m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is INVA at 24.1% of the reported book, followed by IRWD, AMRN. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 6 equal-weight positions. Versus the prior filing it opened 1 new position, added to 1, reduced 1 and exited 0. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Sarissa Capital Management LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 1 new, 1 added, 1 reduced, 0 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | INVA INNOVIVA INC | Healthcare | 24.1% | $42.9m | 1,890,604 | -11% | reduced |
| 2 | IRWD IRONWOOD PHARMACEUTICALS INC | Healthcare | 21.7% | $38.7m | 9,188,635 | 0% | held |
| 3 | AMRN AMARIN CORP PLC | 15.0% | $26.7m | 1,673,395 | 0% | held | |
| 4 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 11.0% | $19.6m | 116,533 | 0% | held |
| 5 | CYTK CYTOKINETICS INC | Healthcare | 10.9% | $19.5m | 228,623 | 0% | held |
| 6 | LNTH LANTHEUS HLDGS INC | Healthcare | 10.4% | $18.5m | 166,919 | 0% | held |
| 7 | BHVN BIOHAVEN LTD | Healthcare | 4.9% | $8.7m | 582,312 | 3% | added |
| 8 | REGN REGENERON PHARMACEUTICALS | Healthcare | 1.5% | $2.6m | 4,190 | 0% | held |
| 9 | VOR VOR BIOPHARMA INC | Healthcare | 0.3% | $467.6k | 25,399 | 0% | held |
| 10 | BIIB BIOGEN INC | Healthcare | 0.1% | $205.3k | 950 | – | new |
Sector mix
| Sector | Weight |
|---|---|
| Healthcare | 85.0% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Sarissa Capital Management LP's portfolio?
Across every quarter Sarissa Capital Management LP has filed, its median largest position is 27.8% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).