StockDriftsStockDriftsTop 9 Sarissa Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| INVA | INNOVIVA INC | 31.5% | 2.13M | $49.7M | -24.33%(-685.07K) | $12.96(+72.17%) | 2026-03-31 | |
| IRWD | IRONWOOD PHARMACEUTICALS INC | 20.46% | 9.19M | $32.3M | -42.28%(-6.73M) | $11.07(-60.88%) | 2026-03-31 | |
| AMRN | AMARIN CORP PLC | 15.35% | 1.67M | $24.2M | +0.00%(+0) | $27.35(-40.14%) | 2026-03-31 | |
| NBIX | NEUROCRINE BIOSCIENCES INC | 9.74% | 116.5K | $15.4M | -61.56%(-186.62K) | $109.51(+59.13%) | 2026-03-31 | |
| CYTK | CYTOKINETICS INC | 9.56% | 228.6K | $15.1M | -42.32%(-167.73K) | $66.11(+30.84%) | 2026-03-31 | |
| LNTH | LANTHEUS HLDGS INC | 8.03% | 166.9K | $12.7M | -8.01%(-14.53K) | $82.27(+33.57%) | 2026-03-31 | |
| BHVN | BIOHAVEN LTD | 3.02% | 563.2K | $4.8M | +9.74%(+50.00K) | $12.86(+24.11%) | 2026-03-31 | |
| REGN | REGENERON PHARMACEUTICALS | 2.05% | 4.2K | $3.2M | +0.00%(+0) | $543.64(+20.35%) | 2026-03-31 | |
| VOR | VOR BIOPHARMA INC | 0.29% | 25.4K | $453K | +0.00%(+0) | $862.00(-97.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.37% | -1.12% |
| Top 20 Holdings Unweighted | +6.86% | +22.01% |
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