Sarissa Capital Management Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Sarissa Capital Management Lp disclosed 9 stock positions valued at approximately $177.88M as of quarter-end June 30, 2026. The largest holdings include INNOVIVA INC, IRONWOOD PHARMACEUTICALS INC, and AMARIN CORP PLC.
- Report Period
- June 30, 2026
- No. of Stocks
- 9
- Portfolio Value
- $177.88M
Holdings by Sector
Sarissa Capital Management Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INNOVIVA INC | INVA | Healthcare | 24.14% | 1,890,604 | -240,346 | -11.28% | $42,935,617 |
| IRONWOOD PHARMACEUTICALS INC | IRWD | Healthcare | 21.75% | 9,188,635 | - | - | $38,684,153 |
| AMARIN CORP PLC | AMRN | Other | 15.00% | 1,673,395 | - | - | $26,673,916 |
| NEUROCRINE BIOSCIENCES INC | NBIX | Healthcare | 11.04% | 116,533 | - | - | $19,639,889 |
| CYTOKINETICS INC | CYTK | Healthcare | 10.95% | 228,623 | - | - | $19,476,393 |
| LANTHEUS HLDGS INC | LNTH | Healthcare | 10.41% | 166,919 | - | - | $18,517,994 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 1.47% | 4,190 | - | - | $2,612,633 |
| VOR BIOPHARMA INC | VOR | Other | 0.26% | 25,399 | - | - | $467,596 |
| BIOGEN INC | BIIB | Healthcare | 0.12% | 950 | +950 | +100.00% | $205,257 |
Showing 9 of 9 holdings in the latest reporting period.