Institutional Fund
Sarissa Capital Management LP
Greenwich, CTCIK 15775245 filings on record
Portfolio Value
$157.64M
Q1 2026
Holdings
9
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-29.3%
from $222.91M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Innoviva Inc31.5%
- Ironwood Pharmaceuticals Inc20.5%
- Amarin Corp PLC15.4%
- Neurocrine Biosciences Inc9.7%
- Cytokinetics Inc9.6%
- Lantheus Hldgs Inc8.0%
- Other5.4%
Portfolio Holdings
9 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Innoviva Inc | 2.13M | $49.65M | 31.5% | −685.1K | Reduced |
| 2 | Ironwood Pharmaceuticals Inc | 9.19M | $32.25M | 20.5% | −6.73M | Reduced |
| 3 | Amarin Corp PLC | 1.67M | $24.20M | 15.4% | 0 | Held |
| 4 | Neurocrine Biosciences Inc | 116.5K | $15.35M | 9.7% | −186.6K | Reduced |
| 5 | Cytokinetics Inc | 228.6K | $15.07M | 9.6% | −167.7K | Reduced |
| 6 | Lantheus Hldgs Inc | 166.9K | $12.66M | 8.0% | −14.5K | Reduced |
| 7 | Biohaven Ltd | 563.2K | $4.76M | 3.0% | +50.0K | Added |
| 8 | Regeneron Pharmaceuticals | 4.2K | $3.24M | 2.1% | 0 | Held |
| 9 | Vor Biopharma Inc | 25.4K | $453.1K | 0.3% | 0 | Held |