Sarissa Capital Management LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Sarissa Capital Management LP disclosed 10 US equity positions worth $177.9m in its Q2 2026 13F filing. The largest position was INVA at 24.1% of the reported book, followed by IRWD and AMRN. Against the Q1 2026 filing, it opened 1 new position, added to 1 and reduced 1 among the top 10 holdings.
What did Sarissa Capital Management LP own in Q2 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.