Filed: 8/14/2026ACC: 0000899140-26-000879
📋 What this filing means
SARISSA CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $177.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$177.88M
Total AUM (reported)
13.88M
Total Shares
Allocation by class
COM$92.58M52.0%
COM CL A$38.68M21.7%
SPONSORED ADR$26.67M15.0%
COM NEW$19.94M11.2%
Portfolio Concentration
Top 3$108.29M60.9%
4–10$69.58M39.1%
Top 3 weight
60.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 13.88M
Sole
Full voting authority
13.88M
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
INNOVIVA INC
SOLEShares1.89M
TypeSH
Market value$42.94M
24.14%
Sole
1.89M
Shared
0.00
None
0.00
IRONWOOD PHARMACEUTICALS INC
SOLEShares9.19M
TypeSH
Market value$38.68M
21.75%
Sole
9.19M
Shared
0.00
None
0.00
AMARIN CORP PLC
SOLEShares1.67M
TypeSH
Market value$26.67M
15.00%
Sole
1.67M
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares116.53K
TypeSH
Market value$19.64M
11.04%
Sole
116.53K
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares228.62K
TypeSH
Market value$19.48M
10.95%
Sole
228.62K
Shared
0.00
None
0.00
LANTHEUS HLDGS INC
SOLEShares166.92K
TypeSH
Market value$18.52M
10.41%
Sole
166.92K
Shared
0.00
None
0.00
BIOHAVEN LTD
SOLEShares582.31K
TypeSH
Market value$8.66M
4.87%
Sole
582.31K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares4.19K
TypeSH
Market value$2.61M
1.47%
Sole
4.19K
Shared
0.00
None
0.00
VOR BIOPHARMA INC
SOLEShares25.40K
TypeSH
Market value$467.6K
0.26%
Sole
25.40K
Shared
0.00
None
0.00
BIOGEN INC
SOLEShares950.00
TypeSH
Market value$205.3K
0.12%
Sole
950.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INNOVIVA INCSOLE | COM | 1.89M | SH | $42.94M 24.14% | 1.89M | 0.00 | 0.00 |
IRONWOOD PHARMACEUTICALS INCSOLE | COM CL A | 9.19M | SH | $38.68M 21.75% | 9.19M | 0.00 | 0.00 |
AMARIN CORP PLCSOLE | SPONSORED ADR | 1.67M | SH | $26.67M 15.00% | 1.67M | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 116.53K | SH | $19.64M 11.04% | 116.53K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 228.62K | SH | $19.48M 10.95% | 228.62K | 0.00 | 0.00 |
LANTHEUS HLDGS INCSOLE | COM | 166.92K | SH | $18.52M 10.41% | 166.92K | 0.00 | 0.00 |
BIOHAVEN LTDSOLE | COM | 582.31K | SH | $8.66M 4.87% | 582.31K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 4.19K | SH | $2.61M 1.47% | 4.19K | 0.00 | 0.00 |
VOR BIOPHARMA INCSOLE | COM NEW | 25.40K | SH | $467.6K 0.26% | 25.40K | 0.00 | 0.00 |
BIOGEN INCSOLE | COM | 950.00 | SH | $205.3K 0.12% | 950.00 | 0.00 | 0.00 |