Sarissa Capital Management LP

Q1 2026 13F-HR Holdings

Location
Greenwich, CT
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
9
Total value ($000)
$157,637
Net value change ($000)
-65,272 (-29.3%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMRN 845 3.6%
LNTH 586 4.9%
VOR 121 36.4%
REGN 3 0.1%
Top Reduces (Value $000, Stocks/ETFs)
NBIX -27,644 -64.3%
IRWD -21,396 -39.9%
CYTK -10,116 -40.2%
INVA -6,641 -11.8%
BHVN -1,029 -17.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type