Sarissa Capital Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$157.6M
Q ending 2026-03-31
Prior quarter
$222.9M
Q ending 2025-12-31
Change
-29.3% QoQ · +1.9% YoY
Positions
9
reported holdings
Largest positions
All 9 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Innoviva Inc | INVA | Shares | $49.7M | 2.1M |
| Ironwood Pharmaceuticals Inc | IRWD | Shares | $32.3M | 9.2M |
| Amarin Corp Plc | AMRN | Shares | $24.2M | 1.7M |
| Neurocrine Biosciences Inc | NBIX | Shares | $15.4M | 117K |
| Cytokinetics Inc | CYTK | Shares | $15.1M | 229K |
| Lantheus Hldgs Inc | LNTH | Shares | $12.7M | 167K |
| Biohaven Ltd | Shares | $4.8M | 563K | |
| Regeneron Pharmaceuticals | REGN | Shares | $3.2M | 4K |
| Vor Biopharma Inc | VOR | Shares | $453K | 25K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.