Sarissa Capital Management Lp Portfolio Stock Holdings
Sarissa Capital Management Lp disclosed 9 stock positions valued at approximately $157.6 million in its latest SEC 13F filing. The largest holdings include INNOVIVA INC, IRONWOOD PHARMACEUTICALS INC, and NEUROCRINE BIOSCIENCES INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 9
- Portfolio Value
- $157.6M
Holdings by Sector
Sarissa Capital Management Lp Portfolio Holdings in Q1 2026
6 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INNOVIVA INC | INVA | Healthcare | 31.50% | 2,130,950 | -685,072 | -24.33% | $49,651,135 |
| IRONWOOD PHARMACEUTICALS INC | IRWD | Healthcare | 20.46% | 9,188,635 | -6,730,800 | -42.28% | $32,252,109 |
| NEUROCRINE BIOSCIENCES INC | NBIX | Healthcare | 9.74% | 116,533 | -186,618 | -61.56% | $15,352,057 |
| CYTOKINETICS INC | CYTK | Healthcare | 9.56% | 228,623 | -167,734 | -42.32% | $15,068,542 |
| LANTHEUS HLDGS INC | LNTH | Healthcare | 8.03% | 166,919 | -14,531 | -8.01% | $12,660,806 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 2.05% | 4,190 | - | - | $3,237,362 |