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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | INVA | INNOVIVA INC | $21.64 | -0.78% | 17.07% | 42.92% | $49.7M | 31.50% | — | HELD |
| 2 | IRWD | IRONWOOD PHARMACEUTICALS INC | $3.56 | -6.32% | 362.34% | -72.82% | $32.3M | 20.46% | — | HELD |
| 3 | AMRN | AMARIN CORP PLC | $14.16 | 1.51% | -6.60% | -86.99% | $24.2M | 15.35% | — | HELD |
| 4 | NBIX | NEUROCRINE BIOSCIENCES INC | $180.79 | -1.12% | 40.25% | 89.91% | $15.4M | 9.74% | — | HELD |
| 5 | CYTK | CYTOKINETICS INC | $78.39 | -1.33% | 115.51% | 139.82% | $15.1M | 9.56% | — | HELD |
| 6 | LNTH | LANTHEUS HLDGS INC | $100.00 | -2.57% | 45.44% | 289.23% | $12.7M | 8.03% | — | HELD |
| 7 | BHVN | BIOHAVEN LTD | $13.43 | -2.47% | -8.70% | -18.95% | $4.8M | 3.02% | — | HELD |
| 8 | REGN | REGENERON PHARMACEUTICALS | $695.42 | 0.03% | 25.16% | 4.16% | $3.2M | 2.05% | — | HELD |
| 9 | VOR | VOR BIOPHARMA INC | $19.55 | -2.25% | -52.38% | -93.19% | $453K | 0.29% | — | HELD |
Source: SEC EDGAR · accession 0000899140-26-000574. 13F discloses long positions only — shorts, foreign equities, and options are excluded.