Sarissa Capital Management LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Sarissa Capital Management LP reported 10 stock positions worth $177.9 million. Its top holding was Innoviva (INVA) at 24.1% of the portfolio, followed by Ironwood Pharmaceuticals (IRWD, 21.7%) and Amarin Corp. PLC -ADR (AMRN, 15.0%). Compared with Q1 2026, it opened 1 new position, added to 1 and reduced 1. The biggest buy was Biohaven (BHVN, shares +3%) and the biggest sale Innoviva (INVA, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001577524
- Portfolio Value
- $177.9M (Q2 2026)
- SEC Filing
- 0000899140-26-000879 ↗ filed Aug 14, 2026
Holdings Value
Holdings 10 stocks · $177.9M
| INVA Innoviva Inc. | 24.14% | 1,890,604 | $42.9M | Reduce -11.3% |
| IRWD Ironwood Pharmaceuticals Inc. | 21.75% | 9,188,635 | $38.7M | No change |
| AMRN Amarin Corp. PLC -ADR | 15.00% | 1,673,395 | $26.7M | No change |
| NBIX Neurocrine Biosciences Inc. | 11.04% | 116,533 | $19.6M | No change |
| CYTK Cytokinetics Inc. | 10.95% | 228,623 | $19.5M | No change |
| LNTH Lantheus Holdings Inc. | 10.41% | 166,919 | $18.5M | No change |
| BHVN Biohaven Ltd. | 4.87% | 582,312 | $8.7M | Add +3.4% |
| REGN Regeneron Pharmaceuticals | 1.47% | 4,190 | $2.6M | No change |
| VOR Vor Biopharma Inc. | 0.26% | 25,399 | $468K | No change |
| BIIB Biogen Inc. | 0.12% | 950 | $205K | New |
Portfolio Sells Q1 2026 → Q2 2026
| INVA Innoviva Inc. | Reduce -11.3% | 24.14% | −7.36 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $177.9M | INVA, IRWD, AMRN, NBIX, CYTK |
| Q1 2026 | 9 | $157.6M | INVA, IRWD, AMRN, NBIX, CYTK |
| Q4 2025 | 9 | $222.9M | INVA, IRWD, NBIX, CYTK, AMRN |
| Q3 2025 | 8 | $180.4M | INVA, NBIX, CYTK, IRWD, AMRN |
| Q2 2025 | 7 | $154.4M | INVA, NBIX, AMRN, CYTK, IRWD |
| Q1 2025 | 7 | $154.7M | INVA, NBIX, CYTK, IRWD, AMARIN CORP PLC |
| Q4 2024 | 8 | $322.9M | INVA, IRWD, NBIX, CYTK, GILD |
| Q3 2024 | 10 | $402.3M | INVA, IRWD, GILD, CYTK, NBIX |
| Q2 2024 | 10 | $592.4M | BIIB, INVA, IRWD, GILD, CYTK |
| Q1 2024 | 10 | $571.6M | IRWD, BIIB, INVA, GILD, NBIX |