Sarissa Capital Management LP reported 10 holdings worth US$178M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Sarissa Capital Management LP reported 10 holdings worth US$178M as of Jun 30, 2026. Largest: Innoviva, Inc., Ironwood Pharmaceuticals, Inc. and Neurocrine Biosciences, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 10
- Value as reported
- US$178M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Innoviva, Inc. | 1.89M | US$42.9M | 24.1% |
| Ironwood Pharmaceuticals, Inc. | 9.19M | US$38.7M | 21.7% |
| Neurocrine Biosciences, Inc. | 117K | US$19.6M | 11.0% |
| Cytokinetics, Incorporated | 229K | US$19.5M | 10.9% |
| Lantheus Holdings, Inc. | 167K | US$18.5M | 10.4% |
| Biohaven Ltd. | 582K | US$8.66M | 4.9% |
| Regeneron Pharmaceuticals, Inc. | 4,190 | US$2.61M | 1.5% |
| Vor Biopharma Inc. | 25,399 | US$468K | 0.26% |
| Biogen Inc. | 950 | US$205K | 0.12% |