Sarissa Capital portfolio — 13F holdings Q2 2026
Sarissa Capital (Alex Denner) reported 10 long positions worth $177.9 million as of 2026-06-30. Top holdings: Innoviva, Inc., IRONWOOD PHARMACEUTICALS INC, AMARIN CORP PLC\UK, NEUROCRINE BIOSCIENCES INC, CYTOKINETICS INC. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| Innoviva, Inc. | 2026-06-30 | 42935617.00 USD | 24.14% | reduce | Original filing |
| IRONWOOD PHARMACEUTICALS INC | 2026-06-30 | 38684153.00 USD | 21.75% | hold | Original filing |
| AMARIN CORP PLC\UK | 2026-06-30 | 26673916.00 USD | 15.00% | hold | Original filing |
| NEUROCRINE BIOSCIENCES INC | 2026-06-30 | 19639889.00 USD | 11.04% | hold | Original filing |
| CYTOKINETICS INC | 2026-06-30 | 19476393.00 USD | 10.95% | hold | Original filing |
| Lantheus Holdings, Inc. | 2026-06-30 | 18517994.00 USD | 10.41% | hold | Original filing |
| Biohaven Ltd. | 2026-06-30 | 8664803.00 USD | 4.87% | add | Original filing |
| REGENERON PHARMACEUTICALS, INC. | 2026-06-30 | 2612633.00 USD | 1.47% | hold | Original filing |
| Vor Biopharma Inc. | 2026-06-30 | 467596.00 USD | 0.26% | hold | Original filing |
| BIOGEN INC. | 2026-06-30 | 205257.00 USD | 0.12% | buy | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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