Sarissa Capital Management LP holds a concentrated book of 9 stocks worth $157.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed Innoviva Inc. Their largest long position is Innoviva Inc at 31% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1577524/holdings"
Use Arkolith to show Sarissa Capital Management LP's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Innoviva Inc COM | $49.7M | 2.13M | 31.5% | ▼−24% Reduced · −685K sh | |
| 2 | Ironwood Pharmaceuticals Inc COM CL A | $32.3M | 9.19M | 20.5% | ▼−42% Reduced · −6.7M sh | |
| 3 | Amarin Corp PLC SPONSORED ADR | $24.2M | 1.67M | 15.4% | —Held | |
| 4 | Neurocrine Biosciences Inc COM | $15.4M | 116.5K | 9.7% | ▼−62% Reduced · −187K sh | |
| 5 | Cytokinetics Inc COM NEW | $15.1M | 228.6K | 9.6% | ▼−42% Reduced · −168K sh | |
| 6 | Lantheus Hldgs Inc COM | $12.7M | 166.9K | 8.0% | ▼−8.0% Reduced · −15K sh | |
| 7 | Biohaven Ltd COM | $4.8M | 563.2K | 3.0% | ▲+9.7% Added · +50K sh | |
| 8 | Regeneron Pharmaceuticals COM | $3.2M | 4.2K | 2.1% | —Held | |
| 9 | Vor Biopharma Inc COM NEW | $453K | 25.4K | 0.3% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.