Sarissa Capital Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Sarissa Capital Management LP disclosed 9 US equity positions worth $157.6m in its Q1 2026 13F filing. The largest position was INVA at 31.5% of the reported book, followed by IRWD and AMRN.
What did Sarissa Capital Management LP own in Q1 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | INVA INNOVIVA INC | Healthcare | 31.5% | $49.7m | 2,130,950 | – | |
| 2 | IRWD IRONWOOD PHARMACEUTICALS INC | Healthcare | 20.5% | $32.3m | 9,188,635 | – | |
| 3 | AMRN AMARIN CORP PLC | 15.4% | $24.2m | 1,673,395 | – | ||
| 4 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 9.7% | $15.4m | 116,533 | – | |
| 5 | CYTK CYTOKINETICS INC | Healthcare | 9.6% | $15.1m | 228,623 | – | |
| 6 | LNTH LANTHEUS HLDGS INC | Healthcare | 8.0% | $12.7m | 166,919 | – | |
| 7 | BHVN BIOHAVEN LTD | Healthcare | 3.0% | $4.8m | 563,184 | – | |
| 8 | REGN REGENERON PHARMACEUTICALS | Healthcare | 2.1% | $3.2m | 4,190 | – | |
| 9 | VOR VOR BIOPHARMA INC | Healthcare | 0.3% | $453.1k | 25,399 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.