Sarissa Capital Management LP
GREENWICH CT · SEC CIK 0001577524
$1.78亿2026Q2 申报市值
10持仓数
100.0%前十大占比 · 第一大 24.1%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| INVA | INNOVIVA INC | $4,293.56万 | 24.14% | 1,890,604 | -240,346 | -11.3% | -$545.83万 | 减仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $3,868.42万 | 21.75% | 9,188,635 | 0 | 0.0% | — | 不变 |
| — | AMARIN CORP PLC | $2,667.39万 | 15.00% | 1,673,395 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1,963.99万 | 11.04% | 116,533 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC | $1,947.64万 | 10.95% | 228,623 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $1,851.80万 | 10.41% | 166,919 | 0 | 0.0% | — | 不变 |
| BHVN | BIOHAVEN LTD | $866.48万 | 4.87% | 582,312 | 19,128 | 3.4% | $28.46万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $261.26万 | 1.47% | 4,190 | 0 | 0.0% | — | 不变 |
| VOR | VOR BIOPHARMA INC | $46.76万 | 0.26% | 25,399 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $20.53万 | 0.12% | 950 | 950 | — | $20.53万 | 新建仓 |