Holdings of Sarissa Capital Management LP
8 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Health care 2.1 %
- Unattributed 97.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 84.2 %
- GB 15.8 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 7 | 128.7M $ | 84.17 % |
| 2 | GB | 1 | 24.2M $ | 15.83 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Innoviva Inc | 2,130,950 | 49.7M $ | |
| 2 | Ironwood Pharmaceuticals Inc | 9,188,635 | 32.3M $ | |
| 3 | Amarin Corp PLC | 1,673,395 | 24.2M $ | |
| 4 | Neurocrine Biosciences Inc | 116,533 | 15.4M $ | |
| 5 | Cytokinetics Inc | 228,623 | 15.1M $ | |
| 6 | Lantheus Holdings Inc | 166,919 | 12.7M $ | |
| 7 | Regeneron Pharmaceuticals, Inc. | 4,190 | 3.2M $ | |
| 8 | Vor BioPharma Inc | 25,399 | 453.1K $ |