Krensavage Asset Management, LLC — 13F Holdings & Portfolio
CIK 1609251 · latest 13F-HR filed 2026-08-14
Krensavage Asset Management, LLC manages $263.2K in 13F-reported U.S. long-equity assets across 18 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ENTA (15.88%), JAZZ (15.36%), UTHR (14.26%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 2, added to 9, and trimmed 7.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 301
NEW YORK, NY 10020
$263.2K
Long-equity book
18
Distinct positions
2026-06-30
Filed 2026-08-14
+0 / −2 / ↑9 / ↓7
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ABBOTT LABORATORIES$17.6K +3437.6%
- JAZZ PHARMACEUTICALS PLC$8.7K +27.5%
- ENANTA PHARMACEUTICALS INC$5.6K +15.4%
- ULTRAGENYX PHARMACEUTICAL IN$4.9K +59.4%
- EXELIXIS INC$2.3K +13.1%
Top Trims
- UNITED THERAPEUTICS CORP-$12.4K -24.9%
- EMBECTA CORP-$2.8K -43.1%
- SANOFI-ADR-$1.8K -11.5%
- SUPERNUS PHARMACEUTICALS INC-$1.5K -10.0%
- VANDA PHARMACEUTICALS INC-$932 -11.4%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ENANTA PHARMACEUTICALS INC | ENTA | 29251M106 | $41.8K | 15.88% | 2,866,138 | SH |
| 2 | JAZZ PHARMACEUTICALS PLC | JAZZ | G50871105 | $40.4K | 15.36% | 167,816 | SH |
| 3 | UNITED THERAPEUTICS CORP | UTHR | 91307C102 | $37.5K | 14.26% | 69,282 | SH |
| 4 | BIOMARIN PHARMACEUTICAL INC | BMRN | 09061G101 | $30.0K | 11.41% | 524,786 | SH |
| 5 | EXELIXIS INC | EXEL | 30161Q104 | $20.2K | 7.66% | 370,693 | SH |
| 6 | ABBOTT LABORATORIES | ABT | 002824100 | $18.1K | 6.89% | 200,000 | SH |
| 7 | SANOFI-ADR | SNY | 80105N105 | $13.8K | 5.25% | 323,946 | SH |
| 8 | SUPERNUS PHARMACEUTICALS INC | SUPN | 868459108 | $13.1K | 4.96% | 280,681 | SH |
| 9 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 90400D108 | $13.1K | 4.96% | 390,879 | SH |
| 10 | VANDA PHARMACEUTICALS INC | VNDA | 921659108 | $7.2K | 2.74% | 1,180,388 | SH |
| 11 | BIONTECH SE-ADR | BNTX | 09075V102 | $5.5K | 2.10% | 59,523 | SH |
| 12 | GSK PLC-SPON ADR | GSK | 37733W204 | $5.1K | 1.93% | 96,729 | SH |
| 13 | BIOGEN INC | BIIB | 09062X103 | $4.3K | 1.64% | 20,000 | SH |
| 14 | REGENERON PHARMACEUTICALS | REGN | 75886F107 | $3.7K | 1.42% | 6,000 | SH |
| 15 | EMBECTA CORP | EMBC | 29082K105 | $3.7K | 1.41% | 1,135,340 | SH |
| 16 | ARDELYX INC | ARDX | 039697107 | $2.7K | 1.04% | 534,523 | SH |
| 17 | INMODE LTD | INMD | M5425M103 | $1.8K | 0.67% | 120,942 | SH |
| 18 | EVOLUS INC | EOLS | 30052C107 | $1.1K | 0.42% | 157,985 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $263.2K | 18 | 0001609251-26-000005 |
| 2026-03-31 | 2026-05-15 | $255.7K | 20 | 0001609251-26-000004 |
| 2025-12-31 | 2026-02-18 | $283.1K | 18 | 0001609251-26-000003 |
| 2025-09-30 | 2025-11-17 | $234.7K | 17 | 0001609251-25-000007 |