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Sarissa Capital Management LP

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13F filer, CIK 1577524, GREENWICH, CT

Sarissa Capital Management LP reported $157,636,958 across 9 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000899140-26-000574

Period
2026-03-31
Reported value
$158M
Holdings
9
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BHVNadded+50,000$423K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NBIXreduced-186,618-$24.6M
IRWDreduced-6,730,800-$23.6M
INVAreduced-685,072-$16M
CYTKreduced-167,734-$11.1M
LNTHreduced-14,531-$1.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0000899140-26-000574, largest first. % of portfolio is the value over $157,636,958, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
INVAINNOVIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,277,000 shares; 2024Q4: 7,277,000 shares; 2025Q1: 2,816,022 shares; 2025Q2: 2,816,022 shares; 2025Q3: 2,816,022 shares; 2025Q4: 2,816,022 shares; 2026Q1: 2,130,950 shares 2,130,950$49.7M31.5%-685,072Timeline
IRWDIRONWOOD PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,390,000 shares; 2024Q4: 16,390,000 shares; 2025Q1: 16,390,000 shares; 2025Q2: 15,919,435 shares; 2025Q3: 15,919,435 shares; 2025Q4: 15,919,435 shares; 2026Q1: 9,188,635 shares 9,188,635$32.3M20.46%-6,730,800Timeline
AMRNAMARIN CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,242,527 shares; 2025Q3: 1,242,527 shares; 2025Q4: 1,673,395 shares; 2026Q1: 1,673,395 shares 1,673,395$24.2M15.35%0Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410,483 shares; 2024Q4: 309,116 shares; 2025Q1: 309,116 shares; 2025Q2: 303,151 shares; 2025Q3: 303,151 shares; 2025Q4: 303,151 shares; 2026Q1: 116,533 shares 116,533$15.4M9.74%-186,618Timeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,110,000 shares; 2024Q4: 833,799 shares; 2025Q1: 600,000 shares; 2025Q2: 588,357 shares; 2025Q3: 588,357 shares; 2025Q4: 396,357 shares; 2026Q1: 228,623 shares 228,623$15.1M9.56%-167,734Timeline
LNTHLANTHEUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 63,000 shares; 2025Q1: 100,000 shares; 2025Q2: 96,251 shares; 2025Q3: 181,450 shares; 2025Q4: 181,450 shares; 2026Q1: 166,919 shares 166,919$12.7M8.03%-14,531Timeline
BHVNBIOHAVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 513,184 shares; 2026Q1: 563,184 shares 563,184$4.76M3.02%+50,000Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,190 shares; 2025Q4: 4,190 shares; 2026Q1: 4,190 shares 4,190$3.24M2.05%0Timeline
VORVOR BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,399 shares; 2025Q4: 25,399 shares; 2026Q1: 25,399 shares 25,399$453K0.29%0Timeline

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000899140-26-000574 base2026-05-15acceptance time not in the bulk data set