Sarissa Capital Management LP

Q2 2026 13F-HR Holdings

Location
Greenwich, CT
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
10
Total value ($000)
$177,878
Net value change ($000)
+20,241 (12.8%)
New positions
1
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IRWD 6,432 19.9%
LNTH 5,857 46.3%
CYTK 4,407 29.2%
NBIX 4,288 27.9%
BHVN 3,900 81.8%
AMRN 2,477 10.2%
BIIB 205 NEW
VOR 15 3.3%
Top Reduces (Value $000, Stocks/ETFs)
INVA -6,715 -13.5%
REGN -624 -19.3%
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