Institutional
Sarissa Capital Management LP
CIK 0001577524
$157.6M
Reported AUM
9
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | INVA | INNOVIVA INC | $49.7M | 31.50% | -685,072 | -24.3% |
| 2 | IRWD | IRONWOOD PHARMACEUTICALS INC | $32.3M | 20.46% | -6,730,800 | -42.3% |
| 3 | AMRN | AMARIN CORP PLC | $24.2M | 15.35% | — | HELD |
| 4 | NBIX | NEUROCRINE BIOSCIENCES INC | $15.4M | 9.74% | -186,618 | -61.6% |
| 5 | CYTK | CYTOKINETICS INC | $15.1M | 9.56% | -167,734 | -42.3% |
| 6 | LNTH | LANTHEUS HLDGS INC | $12.7M | 8.03% | -14,531 | -8.0% |
| 7 | BHVN | BIOHAVEN LTD | $4.8M | 3.02% | +50,000 | +9.7% |
| 8 | REGN | REGENERON PHARMACEUTICALS | $3.2M | 2.05% | — | HELD |
| 9 | VOR | VOR BIOPHARMA INC | $453K | 0.29% | — | HELD |
Source: SEC EDGAR · accession 0000899140-26-000574. 13F discloses long positions only — shorts, foreign equities, and options are excluded.