13FBOX
Sarissa Capital Management LP · 13F Holdings
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Sarissa Capital Management LP

No.7552 Data as of 2026Q2
Latest AUM (Q2 2026)
$177.9M
QoQ Change Q1 2026
+$20.2M+12.8%
Holdings
10
New Buys
1
Adds
1
Reduces
1
Exits
0
Unchanged
7
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
INNOVIVA INCINVA
24.14%31.5%$42.9M1.9M$49.7M2.1M-240,346-11.28%Reduce
IRONWOOD PHARMACEUTICALS INC COM CL AIRWD
21.75%20.46%$38.7M9.2M$32.3M9.2M00.00%Unchanged
AAMARIN CORP PLCAMRN
15%15.35%$26.7M1.7M$24.2M1.7M00.00%Unchanged
NEUROCRINE BIOSCIENCES INCNBIX
11.04%9.74%$19.6M116,533$15.4M116,53300.00%Unchanged
CYTOKINETICS INCCYTK
10.95%9.56%$19.5M228,623$15.1M228,62300.00%Unchanged
LANTHEUS HLDGS INCLNTH
10.41%8.03%$18.5M166,919$12.7M166,91900.00%Unchanged
BIOHAVEN LTDBHVN
4.87%3.02%$8.7M582,312$4.8M563,184+19,128+3.40%Add
REGENERON PHARMACEUTICALSREGN
1.47%2.05%$2.6M4,190$3.2M4,19000.00%Unchanged
VVOR BIOPHARMA INCVOR
0.26%0.29%$467,59625,399$453,11825,39900.00%Unchanged
BIOGEN INCBIIB
0.12%$205,257950$00+950New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow