Alex Denner's portfolio
In the Q2 2026 13F, filed August 14, 2026, Sarissa Capital Management reported 10 US stock positions worth $178M. The largest was Innoviva (INVA) at 24.1% of the portfolio. New positions: Biogen (BIIB). Added to: Biohaven Pharmaceutical Holding Co (BHVN). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
Holdings
10 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| InnovivaINVA | 24.14% | $43M | 1,890,604 | Trimmed |
| Ironwood PharmaceuticalsIRWD | 21.75% | $39M | 9,188,635 | Held |
| Amarin CorporationAMRN | 15.00% | $27M | 1,673,395 | Held |
| Neurocrine BiosciencesNBIX | 11.04% | $20M | 116,533 | Held |
| CytokineticsCYTK | 10.95% | $19M | 228,623 | Held |
| Lantheus Hldgs | 10.41% | $19M | 166,919 | Held |
| Biohaven Pharmaceutical Holding CoBHVN | 4.87% | $9M | 582,312 | Added |
| Regeneron PharmaceuticalsREGN | 1.47% | $3M | 4,190 | Held |
| Vor BiopharmaVOR | 0.26% | $467,596 | 25,399 | Held |
| BiogenBIIB | 0.12% | $205,257 | 950 | New |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Alex Denner own?
In the Q2 2026 13F, Sarissa Capital Management reported 10 US stock positions worth $178M. The largest: Innoviva (INVA) 24.1%, Ironwood Pharmaceuticals (IRWD) 21.7%, Amarin Corporation (AMRN) 15.0%, Neurocrine Biosciences (NBIX) 11.0%, Cytokinetics (CYTK) 10.9%.
What did Alex Denner buy last quarter?
In Q2 2026: new position in Biogen (BIIB); added to Biohaven Pharmaceutical Holding Co (BHVN).
What did Alex Denner sell last quarter?
In Q2 2026: cut Innoviva (INVA).
When is Alex Denner's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.