Sarissa Capital Management LP
Top Portfolio Positions
9 positions ·
$157,636,953 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| INVA |
Innoviva, Inc.
Healthcare
|
2,130,950 | $49,651,135 | 31.50% | |
| IRWD |
Ironwood Pharmaceuticals Inc
Healthcare
|
9,188,635 | $32,252,108 | 20.46% | |
| AMRN |
Amarin Corp Plc\Uk
Healthcare
|
1,673,395 | $24,197,291 | 15.35% | |
| NBIX |
Neurocrine Biosciences Inc
Healthcare
|
116,533 | $15,352,057 | 9.74% | |
| CYTK |
Cytokinetics Inc
Healthcare
|
228,623 | $15,068,541 | 9.56% | |
| LNTH |
Lantheus Holdings, Inc.
Healthcare
|
166,919 | $12,660,806 | 8.03% | |
| BHVN |
Biohaven Ltd.
Healthcare
|
563,184 | $4,764,536 | 3.02% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
4,190 | $3,237,361 | 2.05% | |
| VOR |
Vor Biopharma Inc.
Healthcare
|
25,399 | $453,118 | 0.29% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BHVN
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,764,536 | 563,184 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,793,847 | 513,184 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||