Sarissa Capital Management LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Sarissa Capital Management LP reported 9 stock positions worth $157.6 million. Its top holding was Innoviva (INVA) at 31.5% of the portfolio, followed by Ironwood Pharmaceuticals (IRWD, 20.5%) and Amarin Corp. PLC -ADR (AMRN, 15.3%). Compared with Q4 2025, it added to 1 and reduced 5. The biggest buy was Biohaven (BHVN, shares +10%) and the biggest sale Neurocrine Biosciences (NBIX, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001577524
- Portfolio Value
- $157.6M (Q1 2026)
- SEC Filing
- 0000899140-26-000574 ↗ filed May 15, 2026
Holdings Value
Holdings 9 stocks · $157.6M
| INVA Innoviva Inc. | 31.50% | 2,130,950 | $49.7M | Reduce -24.3% |
| IRWD Ironwood Pharmaceuticals Inc. | 20.46% | 9,188,635 | $32.3M | Reduce -42.3% |
| AMRN Amarin Corp. PLC -ADR | 15.35% | 1,673,395 | $24.2M | No change |
| NBIX Neurocrine Biosciences Inc. | 9.74% | 116,533 | $15.4M | Reduce -61.6% |
| CYTK Cytokinetics Inc. | 9.56% | 228,623 | $15.1M | Reduce -42.3% |
| LNTH Lantheus Holdings Inc. | 8.03% | 166,919 | $12.7M | Reduce -8.0% |
| BHVN Biohaven Ltd. | 3.02% | 563,184 | $4.8M | Add +9.7% |
| REGN Regeneron Pharmaceuticals | 2.05% | 4,190 | $3.2M | No change |
| VOR Vor Biopharma Inc. | 0.29% | 25,399 | $453K | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| BHVN Biohaven Ltd. | Add +9.7% | 3.02% | +0.42 |
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 |