Sarissa Capital Management LP — 13F Holdings

2026 Q1  ·  9 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Sarissa Capital Management LP maintained a portfolio of 9 distinct positions. They heavily accumulated shares in BIOHAVEN LTD, increasing the position by 9.7%. The fund also reduced its exposure to NEUROCRINE BIOSCIENCES INC by 61.6%.
Position History hover any row below to update
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Sarissa Capital Management LP Greenwich, CT Hedge Fund / Activist Investor AUM $158M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
9
Quarter
2026 Q1
Top Holding
INVA (31.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-9 of 9
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
INVA
INNOVIVA INC
Healthcare 31.50% 25.25% #1
Prev: #1
6.0
—
-685,072 -24.3%
P
S
2,130,950 $49,651,135 2016 Q3 13F Filing 2026-03-31 2026-05-15
IRWD
IRONWOOD PHARMA...
Healthcare 20.46% 24.07% #2
Prev: #2
5.5
—
-6,730,800 -42.3%
P
S
9,188,635 $32,252,109 2017 Q4 13F Filing 2026-03-31 2026-05-15
AMRN
AMARIN CORP PLC
Healthcare 15.35% 10.48% #3 2
Prev: #5
6.0
—
no change no change
P
S
1,673,395 $24,197,292 2021 Q3 13F Filing 2026-03-31 2026-05-15
NBIX
NEUROCRINE BIOS...
Healthcare 9.74% 19.29% #4 1
Prev: #3
4.4
—
-186,618 -61.6%
P
S
116,533 $15,352,057 2023 Q2 13F Filing 2026-03-31 2026-05-15
CYTK
CYTOKINETICS IN...
Healthcare 9.56% 11.30% #5 1
Prev: #4
4.3
—
-167,734 -42.3%
P
S
228,623 $15,068,542 2024 Q1 13F Filing 2026-03-31 2026-05-15
LNTH
LANTHEUS HLDGS ...
Healthcare 8.03% 5.42% #6
Prev: #6
3.7
—
-14,531 -8.0%
P
S
166,919 $12,660,806 2024 Q3 13F Filing 2026-03-31 2026-05-15
BHVN
BIOHAVEN LTD
Healthcare 3.02% 2.60% #7
Prev: #7
3.2
—
50,000 9.7%
P
S
563,184 $4,764,537 2025 Q4 13F Filing 2026-03-31 2026-05-15
REGN
REGENERON PHARM...
Healthcare 2.05% 1.45% #8
Prev: #8
1.8
—
no change no change
P
S
4,190 $3,237,362 2025 Q3 13F Filing 2026-03-31 2026-05-15
VOR
VOR BIOPHARMA I...
Healthcare 0.29% 0.15% #9
Prev: #9
1.1
—
no change no change
P
S
25,399 $453,118 2021 Q1 13F Filing 2026-03-31 2026-05-15
Showing 1-9 of 9 holdings

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