2026 Q2 Portfolio Activity
In 2026 Q2, Sarissa Capital Management LP maintained a portfolio of 10 distinct positions. The most significant new addition was BIOGEN INC, now representing 0.12% of the total fund value.
Position History
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Total Positions
10
Quarter
2026 Q2
Top Holding
INVA (24.1%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-10 of 10
Sarissa Capital Management LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
INVA
INNOVIVA INC
|
Healthcare | 24.14% | 31.50% |
#1
Prev: #1
|
6.5 |
—
|
-240,346 | -11.3% |
P
S
|
1,890,604 | $42,935,617 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IRWD
IRONWOOD PHARMA...
|
Healthcare | 21.75% | 20.46% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
9,188,635 | $38,684,153 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMRN
AMARIN CORP PLC
|
Healthcare | 15.00% | 15.35% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
1,673,395 | $26,673,916 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NBIX
NEUROCRINE BIOS...
|
Healthcare | 11.04% | 9.74% |
#4
Prev: #4
|
5.5 |
—
|
no change | no change |
P
S
|
116,533 | $19,639,889 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CYTK
CYTOKINETICS IN...
|
Healthcare | 10.95% | 9.56% |
#5
Prev: #5
|
5.5 |
—
|
no change | no change |
P
S
|
228,623 | $19,476,393 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LNTH
LANTHEUS HLDGS ...
|
Healthcare | 10.41% | 8.03% |
#6
Prev: #6
|
5.0 |
—
|
no change | no change |
P
S
|
166,919 | $18,517,994 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BHVN
BIOHAVEN LTD
|
Healthcare | 4.87% | 3.02% |
#7
Prev: #7
|
2.4 |
—
|
19,128 | 3.4% |
P
S
|
582,312 | $8,664,803 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
REGN
REGENERON PHARM...
|
Healthcare | 1.47% | 2.05% |
#8
Prev: #8
|
1.6 |
—
|
no change | no change |
P
S
|
4,190 | $2,612,633 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VOR
VOR BIOPHARMA I...
|
Healthcare | 0.26% | 0.29% |
#9
Prev: #9
|
1.1 |
—
|
no change | no change |
P
S
|
25,399 | $467,596 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BIIB
BIOGEN INC
|
Healthcare | 0.12% | — |
#10
Prev: #—
|
3.5 |
—
|
950 | — |
NEW
|
950 | $205,257 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-10 of 10 holdings