Sarissa Capital Management LP
CIK
1577524
Location
GREENWICH, CT
Portfolio Value
Small
$177,878,828
Diversification
Moderately concentrated
Filing Date
Global Rank
#6,857
/ 8,795
▼ 460
· as of Jun 2026
Top Industry
Drug Manufacturers - Specialty & Generic
43.2%
Period ended 3 months ago
Filed Aug 14, 2026 · 53d
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
10 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
24.1%
−7.4 pts
Top 5
82.9%
−3.7 pts
Top 10
100.0%
0.0 pts
HHI
1,657
Moderately concentrated−254
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 100.0% | $177,878,828 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BHVN | Biohaven Ltd. | +19,128 | 582,312 | $8,664,802 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INVA | Innoviva, Inc. | −240,346 | 1,890,604 | $42,935,616 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BIIB | Biogen Inc. | 950 | $205,257 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
10 tracked positions ·
$177,878,828 total
· filing declares
10 positions · $177,878,251
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| INVA |
Innoviva, Inc.
Healthcare
|
Reduced | 1,890,604 | $42,935,616 | 24.14% | |
| IRWD |
Ironwood Pharmaceuticals Inc
Healthcare
|
Held | 9,188,635 | $38,684,153 | 21.75% | |
| AMRN |
Amarin Corp Plc\Uk
Healthcare
|
Held | 1,673,395 | $26,673,916 | 15.00% | |
| NBIX |
Neurocrine Biosciences Inc
Healthcare
|
Held | 116,533 | $19,640,471 | 11.04% | |
| CYTK |
Cytokinetics Inc
Healthcare
|
Held | 228,623 | $19,476,393 | 10.95% | |
| LNTH |
Lantheus Holdings, Inc.
Healthcare
|
Held | 166,919 | $18,517,993 | 10.41% | |
| BHVN |
Biohaven Ltd.
Healthcare
|
Added | 582,312 | $8,664,802 | 4.87% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Held | 4,190 | $2,612,632 | 1.47% | |
| VOR |
Vor Biopharma Inc.
Healthcare
|
Held | 25,399 | $467,595 | 0.26% | |
| BIIB |
Biogen Inc.
Healthcare
|
NEW | 950 | $205,257 | 0.12% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.