DOSSIER · 13F-HR · Q1 2026
Sarissa Capital Management LP
Sarissa's family office based in San Francisco, CA — $158M in tracked AUM across 9 positions as of Q1 2026.
S
Sarissa·San Francisco, CA·Family Office
CIK 0001577524 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Sarissa Capital Management LP’s 13F filing for the period ending September 30, 2025, reveals a highly specialized and concentrated investment portfolio. With a total value of approximately $149.50 million, the fund decreased in size by 3.2% compared to the previous quarter's $154.39 million. The portfolio is exceptionally narrow, comprising only five holdings, which indicates a conviction-based strategy rather than a broad market index approach. The fund maintains a clear...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…