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Livermore
Livermore
ZHEN

Sarissa Capital Management LP

SEC CIK
0001577524
Latest filing
Aug 14, 2026

The latest 13F from Sarissa Capital Management LP covers Q2 2026 (filed Aug 14, 2026): 10 long positions worth $177.9M. The top 10 holdings make up 100.0% of the portfolio, and the largest is Innoviva, Inc. (INVA) at 24.1%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
1
Est. +$205.3K
Added
1
Est. +$284.6K
Reduced
1
Est. −$5.46M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. INVAInnoviva, Inc.
    24.1%$42.9MHistory
  2. IRWDIronwood Pharmaceuticals Inc
    21.7%$38.7MHistory
  3. AMRNAmarin Corp PLC
    15.0%$26.7MHistory
  4. NBIXNeurocrine Biosciences Inc
    11.0%$19.6MHistory
  5. CYTKCytokinetics Inc
    10.9%$19.5MHistory

Share of portfolio

Top 5 holdings and the other 5 positions, by share of portfolio value

  1. INVA24.1%
  2. IRWD21.7%
  3. AMRN15.0%
  4. NBIX11.0%
  5. CYTK10.9%
  6. Other 5 positions17.1%

Biggest buys

New and added positions, by estimated amount bought

  1. BHVNBiohaven Ltd.
    +$284.6KAddedHistory
  2. BIIBBiogen Inc.
    +$205.3KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. BHVNBiohaven Ltd.
    +1.85 pp3.0% → 4.9%History
  2. BIIBBiogen Inc.
    +0.12 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. INVAInnoviva, Inc.
    −$5.46MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. INVAInnoviva, Inc.
    −7.36 pp31.5% → 24.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$177.9M
+$20.2M (+12.8%) vs. prior quarter
Positions
10
+1 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.3%
Q2 2026, one quarter
Average holding period
14.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.27B (Q3 2021)

Q1 2021: $1.04BQ2 2021: $1.26BQ3 2021: $1.27BQ4 2021: $1.16BQ1 2022: $1.06BQ2 2022: $993.5MQ3 2022: $884.8MQ4 2022: $840.2MQ1 2023: $781.9MQ2 2023: $1.00BQ3 2023: $742.4MQ4 2023: $648.9MQ1 2024: $571.6MQ2 2024: $592.4MQ3 2024: $402.3MQ4 2024: $322.9MQ1 2025: $154.7MQ2 2025: $154.4MQ3 2025: $180.4MQ4 2025: $222.9MQ1 2026: $157.6MQ2 2026: $177.9M
Q1 2021Q2 2026
13F filings of Sarissa Capital Management LP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202610$177.9MINVAIRWDAMRNvs. Q1 2026SEC
Q1 2026May 15, 20269$157.6MINVAIRWDAMRNvs. Q4 2025SEC
Q4 2025Feb 17, 20269$222.9MINVAIRWDNBIXvs. Q3 2025SEC
Q3 2025Nov 14, 20258$180.4MINVANBIXCYTKvs. Q2 2025SEC
Q2 2025Aug 14, 20257$154.4MINVANBIXAMRNvs. Q1 2025SEC
Q1 2025May 15, 20257$154.7MINVANBIXCYTKvs. Q4 2024SEC
Q4 2024Feb 14, 20258$322.9MINVAIRWDNBIXvs. Q3 2024SEC
Q3 2024Nov 14, 202410$402.3MINVAIRWDGILDvs. Q2 2024SEC
Q2 2024Aug 14, 202410$592.4MBIIBINVAIRWDvs. Q1 2024SEC
Q1 2024May 15, 202410$571.6MIRWDBIIBINVAvs. Q4 2023SEC
Q4 2023Feb 14, 20249$648.9MIRWDBIIBINVAvs. Q3 2023SEC
Q3 2023Nov 14, 202311$742.4MALKSBIIBIRWDvs. Q2 2023SEC
Q2 2023Aug 14, 202311$1.00BALKSBIIBIRWDvs. Q1 2023SEC
Q1 2023May 15, 202311$781.9MALKSBIIBIRWDvs. Q4 2022SEC
Q4 2022Feb 14, 202311$840.2MALKSIRWDBIIBvs. Q3 2022SEC
Q3 2022Nov 14, 202211$884.8MALKSBIIBIRWDvs. Q2 2022SEC
Q2 2022Aug 15, 202211$993.5MALKSIRWDBIIBvs. Q1 2022SEC
Q1 2022May 16, 202211$1.06BALKSIRWDBIIBvs. Q4 2021SEC
Q4 2021Feb 14, 202211$1.16BALKSGILDIRWDvs. Q3 2021SEC
Q3 2021Nov 15, 202110$1.27BALKSIRWDGILDvs. Q2 2021SEC
Q2 2021Aug 16, 202114$1.26BALKSBIIBIRWDvs. Q1 2021SEC
Q1 2021May 17, 202114$1.04BIRWDBIIBGILD–SEC

13D and 13G filings

Companies where Sarissa Capital Management LP reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

2 companies, largest stake first.

Companies where Sarissa Capital Management LP owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
AMRNAmarin Corp PLC13D/A6.09%25.7M shares−1.99 ppfrom 8.08%Jan 24, 202217 filingsAug 27, 2026SEC
IRWDIronwood Pharmaceuticals Inc13D/A5.80%9.44M shares–Mar 1, 20212 filingsMar 19, 2026SEC

Latest filings

44 filings on file made by Sarissa Capital Management LP or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Sarissa Capital Management LP
CompanyFiled (ET)FormStakeChangeEvent dateFiling
AMRNAmarin Corp PLCAug 27, 20266:56 PM ET13D/A6.09%25.7M shares−1.99 ppfrom 8.08%Aug 25, 2026SEC
IRWDIronwood Pharmaceuticals IncMar 19, 20266:35 PM ET13D/A5.80%9.44M shares–Mar 17, 2026SEC
AMRNAmarin Corp PLCMar 25, 20258:37 PM ET13D/A8.08%33.5M shares–Mar 25, 2025SEC
INVAInnoviva, Inc.Mar 17, 20259:31 PM ET13D/A4.70%2.97M shares−3.70 ppfrom 8.40%Below 5%Mar 13, 2025SEC
INVAInnoviva, Inc.Mar 7, 20259:30 PM ET13D/A8.40%5.24M shares–Mar 6, 2025SEC
AMRNAmarin Corp PLCDec 5, 202313D/AOld format–––SEC
AMRNAmarin Corp PLCSep 5, 202313D/AOld format–––SEC
ALKSAlkermes plc.Aug 24, 202313D/AOld format–––SEC
ALKSAlkermes plc.Jun 28, 202313D/AOld format–––SEC
ALKSAlkermes plc.Jun 27, 202313D/AOld format–––SEC
ALKSAlkermes plc.Jun 23, 202313D/AOld format–––SEC
ALKSAlkermes plc.Jun 21, 202313D/AOld format–––SEC
ALKSAlkermes plc.Jun 16, 202313D/AOld format–––SEC
ALKSAlkermes plc.Jun 14, 202313D/AOld format–––SEC
Sarissa Capital Management LPJun 12, 20236:01 AM ET13D/AOld format–––SEC
ALKSAlkermes plc.Jun 12, 202313D/AOld format–––SEC
ALKSAlkermes plc.Jun 5, 202313D/AOld format–––SEC
INVAInnoviva, Inc.May 15, 202313D/AOld format–––SEC
AMRNAmarin Corp PLCFeb 28, 202313D/AOld format–––SEC
AMRNAmarin Corp PLCFeb 27, 202313D/AOld format–––SEC