Sarissa Capital Management LP
13F filer · CIK 1577524 · Greenwich, CT
Summary
Sarissa Capital Management LP reported $177.88M across 10 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are INVA (24.1%), IRWD (21.7%), AMRN (15.0%). Versus 2026 Q1, leaving options aside, it opened 1 new positions, added to 1, trimmed 1 and sold out of 0.
Reported value$177.88M
Positions10
Report period2026 Q2
FiledAug 14, 2026
New positions1
Added1
Trimmed1
Sold out0
Top 10 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 24.1%Value $42.94MPrice $21.23Shares 1.89M -11.28%Since Jun 30 -6.52%
Weight 21.7%Value $38.68MPrice $4.12Shares 9.19MSince Jun 30 -2.14%
Weight 15.0%Value $26.67MPrice $13.14Shares 1.67MSince Jun 30 -17.57%
Weight 11.0%Value $19.64MPrice $140.44Shares 117KSince Jun 30 -16.67%
Weight 10.9%Value $19.48MPrice $66.16Shares 229KSince Jun 30 -22.34%
Weight 10.4%Value $18.52MPrice $99.74Shares 167KSince Jun 30 -10.10%
Weight 4.9%Value $8.66MPrice $13.29Shares 582K +3.40%Since Jun 30 -10.69%
Weight 1.5%Value $2.61MPrice $752.25Shares 4,190Since Jun 30 +20.64%
Weight 0.3%Value $467.6KPrice $18.31Shares 25KSince Jun 30 -0.54%
Weight 0.1%Value $205.3KPrice $227.07Shares 950Since Jun 30 +5.10%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 24.1% | $42.94M | -6.52% | -11.28% | Trim | |
| 21.7% | $38.68M | -2.14% | — | Hold | |
| 15.0% | $26.67M | -17.57% | — | Hold | |
| 11.0% | $19.64M | -16.67% | — | Hold | |
| 10.9% | $19.48M | -22.34% | — | Hold | |
| 10.4% | $18.52M | -10.10% | — | Hold | |
| 4.9% | $8.66M | -10.69% | +3.40% | Add | |
| 1.5% | $2.61M | +20.64% | — | Hold | |
| 0.3% | $467.6K | -0.54% | — | Hold | |
| 0.1% | $205.3K | +5.10% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.