Filed: 2/17/2026ACC: 0000899140-26-000256
📋 What this filing means
SARISSA CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $222.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$222.91M
Total AUM (reported)
21.83M
Total Shares
Allocation by class
COM$120.39M54.0%
COM CL A$53.65M24.1%
COM NEW$25.52M11.4%
SPONSORED ADR$23.35M10.5%
Portfolio Concentration
Top 3$152.94M68.6%
4–10$69.97M31.4%
Top 3 weight
68.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 21.83M
Sole
Full voting authority
21.83M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
INNOVIVA INC
SOLEShares2.82M
TypeSH
Market value$56.29M
25.25%
Sole
2.82M
Shared
0.00
None
0.00
IRONWOOD PHARMACEUTICALS INC
SOLEShares15.92M
TypeSH
Market value$53.65M
24.07%
Sole
15.92M
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares303.15K
TypeSH
Market value$43.00M
19.29%
Sole
303.15K
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares396.36K
TypeSH
Market value$25.18M
11.30%
Sole
396.36K
Shared
0.00
None
0.00
AMARIN CORP PLC
SOLEShares1.67M
TypeSH
Market value$23.35M
10.48%
Sole
1.67M
Shared
0.00
None
0.00
LANTHEUS HLDGS INC
SOLEShares181.45K
TypeSH
Market value$12.08M
5.42%
Sole
181.45K
Shared
0.00
None
0.00
BIOHAVEN LTD
SOLEShares513.18K
TypeSH
Market value$5.79M
2.60%
Sole
513.18K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares4.19K
TypeSH
Market value$3.23M
1.45%
Sole
4.19K
Shared
0.00
None
0.00
VOR BIOPHARMA INC
SOLEShares25.40K
TypeSH
Market value$332.2K
0.15%
Sole
25.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INNOVIVA INCSOLE | COM | 2.82M | SH | $56.29M 25.25% | 2.82M | 0.00 | 0.00 |
IRONWOOD PHARMACEUTICALS INCSOLE | COM CL A | 15.92M | SH | $53.65M 24.07% | 15.92M | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 303.15K | SH | $43.00M 19.29% | 303.15K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 396.36K | SH | $25.18M 11.30% | 396.36K | 0.00 | 0.00 |
AMARIN CORP PLCSOLE | SPONSORED ADR | 1.67M | SH | $23.35M 10.48% | 1.67M | 0.00 | 0.00 |
LANTHEUS HLDGS INCSOLE | COM | 181.45K | SH | $12.08M 5.42% | 181.45K | 0.00 | 0.00 |
BIOHAVEN LTDSOLE | COM | 513.18K | SH | $5.79M 2.60% | 513.18K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 4.19K | SH | $3.23M 1.45% | 4.19K | 0.00 | 0.00 |
VOR BIOPHARMA INCSOLE | COM NEW | 25.40K | SH | $332.2K 0.15% | 25.40K | 0.00 | 0.00 |