Holders — by stockHoldings — by fund
Sarissa Capital Management LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001577524
$177.9M
disclosed book value
10
positions
24.1%
largest position share
Positions, as of 2026-06-30
top 10 of 10 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | INVAINNOVIVA INC | 1.9M | $42.9M | 24.1% |
| 2 | IRWDIRONWOOD PHARMACEUTICALS INC | 9.2M | $38.7M | 21.7% |
| 3 | AMRNAMARIN CORP PLC | 1.7M | $26.7M | 15% |
| 4 | NBIXNEUROCRINE BIOSCIENCES INC | 116,533 | $19.6M | 11% |
| 5 | CYTKCYTOKINETICS INC | 228,623 | $19.5M | 10.9% |
| 6 | LNTHLANTHEUS HLDGS INC | 166,919 | $18.5M | 10.4% |
| 7 | BHVNBIOHAVEN LTD | 582,312 | $8.7M | 4.9% |
| 8 | REGNREGENERON PHARMACEUTICALS | 4,190 | $2.6M | 1.5% |
| 9 | VORVOR BIOPHARMA INC | 25,399 | $467,596 | 0.3% |
| 10 | BIIBBIOGEN INC | 950 | $205,257 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.