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 | $20.96 | -1.23% | 12.53% | 37.39% | $49.7M | 31.50% | — | HELD |
| 2 | IRWD | IRONWOOD PHARMACEUTICALS INC | $4.16 | 11.52% | 440.23% | -68.25% | $32.3M | 20.46% | — | HELD |
| 3 | AMRN | AMARIN CORP PLC | $14.15 | -0.60% | -6.70% | -87.00% | $24.2M | 15.35% | — | HELD |
| 4 | NBIX | NEUROCRINE BIOSCIENCES INC | $166.64 | -10.17% | 43.90% | 94.85% | $15.4M | 9.74% | — | HELD |
| 5 | CYTK | CYTOKINETICS INC | $77.74 | -3.33% | 112.78% | 136.79% | $15.1M | 9.56% | — | HELD |
| 6 | LNTH | LANTHEUS HLDGS INC | $100.00 | -0.99% | 41.33% | 278.23% | $12.7M | 8.03% | — | HELD |
| 7 | BHVN | BIOHAVEN LTD | $13.48 | -2.50% | -6.05% | -16.60% | $4.8M | 3.02% | — | HELD |
| 8 | REGN | REGENERON PHARMACEUTICALS | $739.45 | 0.15% | 29.20% | 7.52% | $3.2M | 2.05% | — | HELD |
| 9 | VOR | VOR BIOPHARMA INC | $20.60 | -5.50% | -51.02% | -93.00% | $453K | 0.29% | — | HELD |
Source: SEC EDGAR · accession 0000899140-26-000574. 13F discloses long positions only — shorts, foreign equities, and options are excluded.