Q1 2026 · 13F-HR
Sarissa Capital Management LPholdings as filed
Filed 2026-05-15 · accession 0000899140-26-000574
$157.6M
Reported value
9
Positions
2026-03-31
Period end
The Brief · Sarissa Capital Management LP · Q1 2026
AI · grounded in 13F
Sarissa Capital Management LP reduced its position in Neurocrine Biosciences Inc NBIX by 61.56%. The fund also trimmed holdings in CytoKinetics Inc CYTK and Ironwood Pharmaceuticals Inc IRWD by 42.32% and 42.28% respectively. Conversely, the fund accumulated shares of Biohaven Ltd BHVN by 9.74%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45781M101 | INVA | INNOVIVA INC | $49.7M | 31.5% | 2,130,950 | Common | SOLE |
| 46333X108 | IRWD | IRONWOOD PHARMACEUTICALS INC | $32.3M | 20.5% | 9,188,635 | Common | SOLE |
| 023111404 | AMRN | AMARIN CORP PLC | $24.2M | 15.4% | 1,673,395 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $15.4M | 9.74% | 116,533 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $15.1M | 9.56% | 228,623 | Common | SOLE |
| 516544103 | LNTH | LANTHEUS HLDGS INC | $12.7M | 8.03% | 166,919 | Common | SOLE |
| G1110E107 | BHVN | BIOHAVEN LTD | $4.8M | 3.02% | 563,184 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $3.2M | 2.05% | 4,190 | Common | SOLE |
| 929033207 | VOR | VOR BIOPHARMA INC | $453,118 | 0.29% | 25,399 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.