Sarissa Capital
Alex DennerGREENWICH, CTfiles as Sarissa Capital Management LP
$178m in 10 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 8.3% of the portfolio this quarter.
Value
$178m
Stocks
10
Top 10 share
100.0%
Turnover
8.3%
What changed this quarter
New
Bought for the first time this quarter.
- BiogenBIIB0.1% of the fund
Added
Bought more of a stock they already held.
- BiohavenBHVN4.9% of the fund+3%
Cut
Sold some of their stake.
- InnovivaINVA24.1% of the fund-11%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- AmarinAMRN
- Share
- 15.0%
- Value
- $27m
- Shares
- 1,673,395
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| InnovivaINVA | 24.1% | $43m | 1,890,604 | -11% |
| Ironwood PharmaceuticalsIRWD | 21.7% | $39m | 9,188,635 | Held |
| AmarinAMRN | 15.0% | $27m | 1,673,395 | Held |
| Neurocrine BiosciencesNBIX | 11.0% | $20m | 116,533 | Held |
| CytokineticsCYTK | 10.9% | $19m | 228,623 | Held |
| Lantheus HoldingsLNTH | 10.4% | $19m | 166,919 | Held |
| BiohavenBHVN | 4.9% | $9m | 582,312 | +3% |
| Regeneron PharmaceuticalsREGN | 1.5% | $3m | 4,190 | Held |
| Vor BiopharmaVOR | 0.3% | $467,596 | 25,399 | Held |
| BiogenBIIB | 0.1% | $205,257 | 950 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 15.2% since 30 June 2025.
Where the money is
Health care85.0%
Other15.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.