Sarissa Capital Management LP
CIK 0001577524 · GREENWICH, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Sarissa Capital Management LP reported 10 positions worth $177.9M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: INVA (24.1%).
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$177.9M
2026 Q2
Positions
10
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
10 positions shown
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | INVA | SH | $42.9M | 24.14% | 1,890,604 | — | — | |
| ▸ 2 | IRWD | SH | $38.7M | 21.75% | 9,188,635 | — | — | |
| ▸ 3 | AMRN | SH | $26.7M | 15.00% | 1,673,395 | — | — | |
| ▸ 4 | NBIX | SH | $19.6M | 11.04% | 116,533 | — | — | |
| ▸ 5 | CYTK | SH | $19.5M | 10.95% | 228,623 | — | — | |
| ▸ 6 | LNTH | SH | $18.5M | 10.41% | 166,919 | — | — | |
| ▸ 7 | BHVN | SH | $8.7M | 4.87% | 582,312 | — | — | |
| ▸ 8 | REGN | SH | $2.6M | 1.47% | 4,190 | — | — | |
| ▸ 9 | VOR | SH | $467.6K | 0.26% | 25,399 | — | — | |
| ▸ 10 | BIIB | SH | $205.3K | 0.12% | 950 | — | — |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Sarissa Capital Management LP hold as of Q2 2026?
Sarissa Capital Management LP reported 10 positions worth $177.9M in its Q2 2026 13F filing. Largest positions: INVA (24.1%), IRWD (21.7%), AMRN (15.0%), NBIX (11.0%) and CYTK (10.9%).
What did Sarissa Capital Management LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sarissa Capital Management LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.