Sarissa Capital Management LP reported 10 positions worth $177.88M for the quarter ended Jun 30, 2026, up 12.8% on the prior quarter. It opened 1 new position, added to 1, trimmed 1 and exited 0. Its largest holding is Innoviva, Inc. at 24.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| INVA Innoviva, Inc. | -240.3K | -11.3% | $5.46M | 24.14% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| BIIB Biogen Inc. | +950 | $205.26K | 0.115% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | INVA Innoviva, Inc. | Healthcare | 1.89M | $42.94M | 24.14% | -240.3K | -11.3% | Reduced | 2.58% |
| 2 | IRWD Ironwood Pharmaceuticals Inc | Healthcare | 9.19M | $38.68M | 21.75% | 0 | 0.0% | Unchanged | 5.59% |
| 3 | AMRN Amarin Corp Plc\Uk | Healthcare | 1.67M | $26.67M | 15% | 0 | 0.0% | Unchanged | 0.4% |
| 4 | NBIX Neurocrine Biosciences Inc | Healthcare | 116.5K | $19.64M | 11.04% | 0 | 0.0% | Unchanged | 0.11% |
| 5 | CYTK Cytokinetics Inc | Healthcare | 228.6K | $19.48M | 10.95% | 0 | 0.0% | Unchanged | 0.16% |
| 6 | LNTH Lantheus Holdings, Inc. | Healthcare | 166.9K | $18.52M | 10.41% | 0 | 0.0% | Unchanged | 0.26% |
| 7 | BHVN Biohaven Ltd. | Healthcare | 582.3K | $8.66M | 4.87% | +19.1K | +3.4% | Added | 0.39% |
| 8 | REGN Regeneron Pharmaceuticals, Inc. | Healthcare | 4,190 | $2.61M | 1.47% | 0 | 0.0% | Unchanged | 0% |
| 9 | VOR Vor Biopharma Inc. | Healthcare | 25.4K | $467.60K | 0.263% | 0 | 0.0% | Unchanged | 0.05% |
| 10 | BIIB Biogen Inc. | Healthcare | 950 | $205.26K | 0.115% | +950 | – | New | 0% |
Tip. Select a row to see that position’s full history at Sarissa Capital Management.
As of its Q2 2026 13F filing, Sarissa Capital Management LP’s five largest positions were Innoviva, Inc. (INVA) at 24.1%, Ironwood Pharmaceuticals Inc (IRWD) at 21.7%, Amarin Corp Plc\Uk (AMRN) at 15.0%, Neurocrine Biosciences Inc (NBIX) at 11.0%, Cytokinetics Inc (CYTK) at 10.9% of the reported portfolio.
Sarissa Capital Management LP reported a 13F portfolio worth $177.88M across 10 positions for Q2 2026. That is up 12.8% from the previous quarter.
Its largest purchases by value were Biohaven Ltd. ($284.62K), Biogen Inc. ($205.26K). It opened 1 new positions.
Its largest sales by value were Innoviva, Inc. ($5.46M). It exited 0 positions entirely.
From the Form 13F-HR reports Sarissa Capital Management LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.