StockDriftsStockDriftsTop 10 Sarissa Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| INVA | INNOVIVA INC | 24.14% | 1.89M | $42.9M | -11.28%(-240.35K) | $12.96(+63.52%) | 2026-06-30 | |
| IRWD | IRONWOOD PHARMACEUTICALS INC | 21.75% | 9.19M | $38.7M | +0.00%(+0) | $11.07(-61.06%) | 2026-06-30 | |
| AMRN | AMARIN CORP PLC | 15% | 1.67M | $26.7M | +0.00%(+0) | $27.35(-48.55%) | 2026-06-30 | |
| NBIX | NEUROCRINE BIOSCIENCES INC | 11.04% | 116.5K | $19.6M | +0.00%(+0) | $109.51(+39.46%) | 2026-06-30 | |
| CYTK | CYTOKINETICS INC | 10.95% | 228.6K | $19.5M | +0.00%(+0) | $66.11(+12.37%) | 2026-06-30 | |
| LNTH | LANTHEUS HLDGS INC | 10.41% | 166.9K | $18.5M | +0.00%(+0) | $82.27(+22.69%) | 2026-06-30 | |
| BHVN | BIOHAVEN LTD | 4.87% | 582.3K | $8.7M | +3.40%(+19.13K) | $12.81(+14.25%) | 2026-06-30 | |
| REGN | REGENERON PHARMACEUTICALS | 1.47% | 4.2K | $2.6M | +0.00%(+0) | $543.64(+48.75%) | 2026-06-30 | |
| VOR | VOR BIOPHARMA INC | 0.26% | 25.4K | $468K | +0.00%(+0) | $862.00(-97.33%) | 2026-06-30 | |
| BIIB | BIOGEN INC | 0.12% | 950 | $205K | new | $201.82(+3.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +2.87% | +8.85% | -0.10% | -0.48% |
| Top 20 Holdings Unweighted | +15.47% | +53.96% | +0.75% | +3.80% |
Sarissa Capital Management LP reports $177.88M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are INVA (24.1%), IRWD (21.8%) and AMRN (15.0%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +8.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sarissa Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1577524). View Sarissa Capital Management LP’s 13F filings on SEC