Filed: 5/15/2026ACC: 0000899140-26-000574
📋 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 $157.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$157.64M
Total AUM (reported)
14.10M
Total Shares
Allocation by class
COM$85.67M54.3%
COM CL A$32.25M20.5%
SPONSORED ADR$24.20M15.4%
COM NEW$15.52M9.8%
Portfolio Concentration
Top 3$106.10M67.3%
4–10$51.54M32.7%
Top 3 weight
67.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 14.10M
Sole
Full voting authority
14.10M
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
SOLEShares2.13M
TypeSH
Market value$49.65M
31.50%
Sole
2.13M
Shared
0.00
None
0.00
IRONWOOD PHARMACEUTICALS INC
SOLEShares9.19M
TypeSH
Market value$32.25M
20.46%
Sole
9.19M
Shared
0.00
None
0.00
AMARIN CORP PLC
SOLEShares1.67M
TypeSH
Market value$24.20M
15.35%
Sole
1.67M
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares116.53K
TypeSH
Market value$15.35M
9.74%
Sole
116.53K
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares228.62K
TypeSH
Market value$15.07M
9.56%
Sole
228.62K
Shared
0.00
None
0.00
LANTHEUS HLDGS INC
SOLEShares166.92K
TypeSH
Market value$12.66M
8.03%
Sole
166.92K
Shared
0.00
None
0.00
BIOHAVEN LTD
SOLEShares563.18K
TypeSH
Market value$4.76M
3.02%
Sole
563.18K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares4.19K
TypeSH
Market value$3.24M
2.05%
Sole
4.19K
Shared
0.00
None
0.00
VOR BIOPHARMA INC
SOLEShares25.40K
TypeSH
Market value$453.1K
0.29%
Sole
25.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INNOVIVA INCSOLE | COM | 2.13M | SH | $49.65M 31.50% | 2.13M | 0.00 | 0.00 |
IRONWOOD PHARMACEUTICALS INCSOLE | COM CL A | 9.19M | SH | $32.25M 20.46% | 9.19M | 0.00 | 0.00 |
AMARIN CORP PLCSOLE | SPONSORED ADR | 1.67M | SH | $24.20M 15.35% | 1.67M | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 116.53K | SH | $15.35M 9.74% | 116.53K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 228.62K | SH | $15.07M 9.56% | 228.62K | 0.00 | 0.00 |
LANTHEUS HLDGS INCSOLE | COM | 166.92K | SH | $12.66M 8.03% | 166.92K | 0.00 | 0.00 |
BIOHAVEN LTDSOLE | COM | 563.18K | SH | $4.76M 3.02% | 563.18K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 4.19K | SH | $3.24M 2.05% | 4.19K | 0.00 | 0.00 |
VOR BIOPHARMA INCSOLE | COM NEW | 25.40K | SH | $453.1K 0.29% | 25.40K | 0.00 | 0.00 |