Q2 2026 13F · SEC CIK 1577524
Sarissa Capital Management LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $177.9M
- Reported positions
- 10
- Top holdings a year, 3 yrs
- -2.6%
- Assets under management
- $298.3M
Sarissa Capital Management LP is a hedge fund that reported 10 positions worth $177.9M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Innoviva Inc (INVA, 24.1%), Ironwood Pharmaceuticals Inc Com (IRWD, 21.7%), Amarin Corp PLC (AMRN, 15.0%). A portfolio copying its top holdings returned -2.6% a year over the last 3 years, against 20.4% for the S&P 500.
Sarissa Capital Management LP holdings all 10 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| INVAInnoviva Inc | 24.1% | -11.3% | $42.9M |
| IRWDIronwood Pharmaceuticals Inc Com | 21.7% | +0.0% | $38.7M |
| AMRNAmarin Corp PLC | 15.0% | +0.0% | $26.7M |
| NBIXNeurocrine Biosciences Inc | 11.0% | +0.0% | $19.6M |
| CYTKCytokinetics | 10.9% | +0.0% | $19.5M |
| LNTHLantheus Hldgs Inc | 10.4% | +0.0% | $18.5M |
| BHVNBiohaven Ltd | 4.9% | +3.4% | $8.7M |
| REGNRegeneron Pharmaceuticals | 1.5% | +0.0% | $2.6M |
| VORVor Biopharma Inc | 0.3% | +0.0% | $468K |
| BIIBBiogen Inc | 0.1% | — | $205K |
What Sarissa Capital Management LP bought and sold in Q2 2026, against Q1 2026.
New positions
- BIIB Biogen Inc0.1% of 13F
Added to
No position grew by more than 5%.
Reduced
- INVA Innoviva Inc-11.3% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +34.7% /yr
- S&P 500 +20.1%
- 3 years
- -2.6% /yr
- S&P 500 +20.4%
- 5 years
- -4.1% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $177.9M | 10 |
| Q1 2026 | $157.6M | 9 |
| Q4 2025 | $222.9M | 9 |
| Q3 2025 | $180.4M | 8 |
| Q2 2025 | $154.4M | 7 |
| Q1 2025 | $154.7M | 7 |
| Q4 2024 | $322.9M | 8 |
| Q3 2024 | $402.3M | 10 |
| Q2 2024 | $592.4M | 10 |
| Q1 2024 | $571.6M | 10 |
| Q4 2023 | $648.9M | 9 |
| Q3 2023 | $742.4M | 11 |
Questions about Sarissa Capital Management LP's portfolio
What stocks does Sarissa Capital Management LP own?
Sarissa Capital Management LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 10 positions worth $177.9M. The largest are Innoviva Inc (INVA) at 24.1%, Ironwood Pharmaceuticals Inc Com (IRWD) at 21.7%, Amarin Corp PLC (AMRN) at 15.0%, Neurocrine Biosciences Inc (NBIX) at 11.0% and Cytokinetics (CYTK) at 10.9%.
What did Sarissa Capital Management LP buy last quarter?
In Q2 2026, Sarissa Capital Management LP added a new position in Biogen Inc (BIIB), compared with its Q1 2026 filing.
What did Sarissa Capital Management LP sell last quarter?
In Q2 2026, Sarissa Capital Management LP Innoviva Inc (INVA) (-11.3% shares), compared with its Q1 2026 filing.
How has Sarissa Capital Management LP's portfolio performed?
A portfolio copying Sarissa Capital Management LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned -2.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +34.7% against +20.1%. Over 5 years: -4.1% a year against +11.6%.
When is Sarissa Capital Management LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Sarissa Capital Management LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Sarissa Capital Management LP manage?
Sarissa Capital Management LP reported $298.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $177.9M.