Sarissa Capital Management LP: 13F holdings
CIK 15775242026Q2
| Positions | 10 |
|---|---|
| Reported value | $177.9m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| INVA INNOVIVA INC | 1,890,604 | $42.9m | 24.1% |
| IRWD IRONWOOD PHARMACEUTICALS INC | 9,188,635 | $38.7m | 21.7% |
| AMARIN CORP PLC | 1,673,395 | $26.7m | 15.0% |
| NBIX NEUROCRINE BIOSCIENCES INC | 116,533 | $19.6m | 11.0% |
| CYTK CYTOKINETICS INC | 228,623 | $19.5m | 10.9% |
| LNTH LANTHEUS HLDGS INC | 166,919 | $18.5m | 10.4% |
| BIOHAVEN LTD | 582,312 | $8.7m | 4.9% |
| REGN REGENERON PHARMACEUTICALS | 4,190 | $2.6m | 1.5% |
| VOR BIOPHARMA INC | 25,399 | $467,596 | 0.3% |
| BIIB BIOGEN INC | 950 | $205,257 | 0.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1577524")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.