Sarissa Capital Management LP
Net seller this quarter
$178M
10
-$4.97M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 INVA | $42.9M | 24.14% | 2.60% | -11.3% | Q3 2016 |
 IRWD | $38.7M | 21.75% | 5.56% | Not reported | Q4 2017 |
 AMRN | $26.7M | 15.00% | 0.40% | Not reported | Q3 2021 |
 NBIX | $19.6M | 11.04% | 0.11% | Not reported | Q2 2023 |
 CYTK | $19.5M | 10.95% | 0.18% | Not reported | Q1 2024 |
 LNTH | $18.5M | 10.41% | 0.26% | Not reported | Q3 2024 |
 BHVN | $8.66M | 4.87% | 0.39% | +3.4% | Q4 2025 |
 REGN | $2.61M | 1.47% | 0.00% | Not reported | Q3 2025 |
 VOR | $468K | 0.26% | 0.05% | Not reported | Q1 2021 |
 BIIB | $205K | 0.12% | 0.00% | Not reported | Q4 2015 |
| Q1 2026 | |||||
| INVA | $49.7M | 31.50% | 2.89% | -24.3% | Q3 2016 |
| IRWD | $32.3M | 20.46% | 5.58% | -42.3% | Q4 2017 |
| AMRN | $24.2M | 15.35% | 0.40% | Not reported | Q3 2021 |
| NBIX | $15.4M | 9.74% | 0.12% | -61.6% | Q2 2023 |
| CYTK | $15.1M | 9.56% | 0.19% | -42.3% | Q1 2024 |
| LNTH | $12.7M | 8.03% | 0.26% | -8.0% | Q3 2024 |
| BHVN | $4.76M | 3.02% | 0.37% | +9.7% | Q4 2025 |
| REGN | $3.24M | 2.05% | 0.00% | Not reported | Q3 2025 |
| VOR | $453K | 0.29% | 0.05% | Not reported | Q1 2021 |
| Q4 2025 | |||||
| INVA | $56.3M | 25.25% | 3.77% | Not reported | Q3 2016 |
| IRWD | $53.6M | 24.07% | 9.76% | Not reported | Q4 2017 |
| NBIX | $43M | 19.29% | 0.30% | Not reported | Q2 2023 |
| CYTK | $25.2M | 11.30% | 0.32% | -32.6% | Q1 2024 |
| AMRN | $23.4M | 10.48% | 0.40% | +34.7% | Q3 2021 |
| LNTH | $12.1M | 5.42% | 0.28% | Not reported | Q3 2024 |
| BHVN | $5.79M | 2.60% | 0.39% | New | Q4 2025 |
| REGN | $3.23M | 1.45% | 0.00% | Not reported | Q3 2025 |
| VOR | $332K | 0.15% | 0.07% | Not reported | Q1 2021 |
| Q3 2025 | |||||
| INVA | $51.4M | 28.49% | 3.77% | Not reported | Q3 2016 |
| NBIX | $42.6M | 23.59% | 0.30% | Not reported | Q2 2023 |
| CYTK | $32.3M | 17.93% | 0.49% | Not reported | Q1 2024 |
| IRWD | $20.9M | 11.56% | 9.79% | Not reported | Q4 2017 |
| AMRN | $20.4M | 11.28% | 0.30% | Not reported | Q3 2021 |
| LNTH | $9.31M | 5.16% | 0.25% | +88.5% | Q3 2024 |
| REGN | $2.36M | 1.31% | 0.00% | New | Q3 2025 |
| VOR | $1.24M | 0.69% | 0.28% | 0.0% | Q1 2021 |