Latest Sarissa Capital Management LP Stock Portfolio

$177Million | No. of Holdings #10

Sarissa Capital Management LP Performance

2026 Q2+16.03%

YTD+21.03%

2025+3.94%

About Sarissa Capital Management LP and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sarissa Capital Management LP reported an equity portfolio of $177.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Sarissa Capital Management LP are INVA, IRWD, AMRN. The fund has invested 24.1% of it's portfolio in INNOVIVA INC and 21.8% of portfolio in IRONWOOD PHARMACEUTICALS INC. <br><br> They significantly reduced their stock positions in INNOVIVA INC (INVA). Sarissa Capital Management LP opened new stock positions in BIOGEN INC (BIIB). The fund showed a lot of confidence in some stocks as they added substantially to BIOHAVEN LTD.

Sarissa Capital Management LP Equity Portfolio Value

Last Reported on: 14 Aug, 2026

$177Million

as of Aug 14, 2026

Sarissa Capital Management LP Annual Return Estimates Vs S&P 500

Our best estimate is that Sarissa Capital Management LP made a return of 16.03% in the last quarter. In trailing 12 months, it's portfolio return was 63%.

Performance
S&P 500

New Buys

Ticker	$ Bought
biogen inc	205,257

New stocks bought by Sarissa Capital Management LP

Additions

Ticker	% Inc.
biohaven ltd	3.4

Additions to existing portfolio by Sarissa Capital Management LP

Reductions

Ticker	% Reduced
innoviva inc	-11.28

Sarissa Capital Management LP reduced stake in above stock

Sold off

None of the stocks were completely sold off by Sarissa Capital Management LP

Sector Distribution

Sarissa Capital Management LP has about 95.1% of it's holdings in Healthcare sector.

Healthcare
Others

Sector	%
Healthcare	95.1
Others	4.9

Market Cap. Distribution

Sarissa Capital Management LP has about 12.6% of it's portfolio invested in the large-cap and mega-cap stocks.

SMALL-CAP
MID-CAP
LARGE-CAP
UNALLOCATED

Category	%
SMALL-CAP	46.1
MID-CAP	36.4
LARGE-CAP	12.6
UNALLOCATED	4.9

Stocks belong to which Index?

About 69.1% of the stocks held by Sarissa Capital Management LP either belong to S&P 500 or RUSSELL 2000 index.

RUSSELL 2000
Others
S&P 500

Index	%
RUSSELL 2000	67.5
Others	30.9
S&P 500	1.6

Top 5 Winners (%)		%
	biohaven ltd	73.7 %
LNTH	lantheus hldgs inc	46.3 %
CYTK	cytokinetics inc	29.3 %
NBIX	neurocrine biosciences inc	27.9 %
IRWD	ironwood pharmaceuticals inc	19.9 %

Top 5 Winners ($)		$
IRWD	ironwood pharmaceuticals inc	6.4 M
LNTH	lantheus hldgs inc	5.9 M
CYTK	cytokinetics inc	4.4 M
NBIX	neurocrine biosciences inc	4.3 M
	biohaven ltd	3.7 M

Top 5 Losers (%)		%
REGN	regeneron pharmaceuticals	-19.3 %
INVA	innoviva inc	-2.4 %

Top 5 Losers ($)		$
INVA	innoviva inc	-1.2 M
REGN	regeneron pharmaceuticals	-0.6 M

Sarissa Capital Management LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sarissa Capital Management LP

Sarissa Capital Management LP has 10 stocks in it's portfolio. INVA proved to be the most loss making stock for the portfolio. IRWD was the most profitable stock for Sarissa Capital Management LP last quarter.

$177.88MTotal Value

10.00Positions

14 Aug, 2026Last Reported

Current holdings of Current Stock Holdings of Sarissa Capital Management LP, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AMRN Amarin Corp Plc Amarin Corp PlcAMRN Sarissa Capital Management LP's holding in Amarin Corp Plc over time	15%	1,673,400	$26.67M 15%	unchanged 0 percentunchanged

BIIB Biogen Inc Biogen IncBIIB Sarissa Capital Management LP's holding in Biogen Inc over time	0.12%	950	$205.3K 0.12%	new position

CYTK Cytokinetics Inc Cytokinetics IncCYTK Sarissa Capital Management LP's holding in Cytokinetics Inc over time	10.95%	228,623	$19.48M 10.95%	unchanged 0 percentunchanged

INVA Innoviva Inc Innoviva IncINVA Sarissa Capital Management LP's holding in Innoviva Inc over time	24.14%	1,890,600	$42.94M 24.14%	decreased 11.28 percentreduced

IRWD Ironwood Pharmaceuticals Inc Ironwood Pharmaceuticals IncIRWD Sarissa Capital Management LP's holding in Ironwood Pharmaceuticals Inc over time	21.75%	9,188,640	$38.68M 21.75%	unchanged 0 percentunchanged

LNTH Lantheus Hldgs Inc Lantheus Hldgs IncLNTH Sarissa Capital Management LP's holding in Lantheus Hldgs Inc over time	10.41%	166,919	$18.52M 10.41%	unchanged 0 percentunchanged

NBIX Neurocrine Biosciences Inc Neurocrine Biosciences IncNBIX Sarissa Capital Management LP's holding in Neurocrine Biosciences Inc over time	11.04%	116,533	$19.64M 11.04%	unchanged 0 percentunchanged

REGN Regeneron Pharmaceuticals Regeneron PharmaceuticalsREGN Sarissa Capital Management LP's holding in Regeneron Pharmaceuticals over time	1.47%	4,190	$2.61M 1.47%	unchanged 0 percentunchanged

VOR Vor Biopharma Inc Vor Biopharma IncVOR Sarissa Capital Management LP's holding in Vor Biopharma Inc over time	0.26%	25,399	$467.6K 0.26%	unchanged 0 percentunchanged

Com Biohaven Ltd Biohaven Ltd Sarissa Capital Management LP's holding in Biohaven Ltd over time	4.87%	582,312	$8.66M 4.87%	increased 3.4 percentadded