Sarissa Capital Management LP - Portfolio Stock Holdings

Sarissa Capital Management LP disclosed 9 stock positions in a recent SEC 13F filing. $157,161,346 of stock holdings were filed, with the largest holdings including INVA, IRWD, and AMRN. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $298,342,350 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.