Krensavage Asset Management, LLC
CIK 1609251 · View on SEC EDGAR ↗
- Portfolio value
- $263K
- Positions
- 18
- As of
- June 30, 2026
#9,319 of 9,443 by 13F value · top 98.7%
Portfolio value QoQ: +2.9% 13F does not disclose cash
- Top 10 holdings weight
- 89.38%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 16
- Effective number of positions
- 9.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 7.87% Est. buys $20,421 · sells $24,738
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 72.0% still held
- New positions
- 0
- Increased
- 4
- Decreased
- 2
- Closed
- 2
On this page
Sector breakdown
Healthcare
100.0%
Full portfolio 18 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| ENTA Enanta Pharmaceuticals, Inc. - Common Stock | $41,788 | 15.88% | 2,866,138 | $5,589 | |||
| JAZZ Jazz Pharmaceuticals plc - Ordinary Shares | $40,439 | 15.36% | 167,816 | $8,713 | |||
| UTHR United Therapeutics Corporation - Common Stock | $37,539 | 14.26% | 69,282 | $-12,439 | Down ×4 | ||
| BMRN BioMarin Pharmaceutical Inc. - Common Stock | $30,028 | 11.41% | 524,786 | $383 | |||
| EXEL Exelixis, Inc. - Common Stock | $20,169 | 7.66% | 370,693 | $2,340 | Down ×3 | ||
| ABT Abbott Laboratories Common Stock | $18,148 | 6.89% | 200,000 | $17,635 | Up ×1 | ||
| SNY Sanofi - American Depositary Shares | $13,820 | 5.25% | 323,946 | $-1,788 | |||
| SUPN Supernus Pharmaceuticals, Inc. - Common Stock | $13,054 | 4.96% | 280,681 | $-1,454 | |||
| RARE Ultragenyx Pharmaceutical Inc. - Common Stock | $13,051 | 4.96% | 390,879 | $4,862 | |||
| VNDA Vanda Pharmaceuticals Inc. - Common Stock | $7,224 | 2.74% | 1,180,388 | $-932 | |||
| BNTX BioNTech SE - American Depositary Shares | $5,539 | 2.10% | 59,523 | $249 | |||
| GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) | $5,071 | 1.93% | 96,729 | $-267 | |||
| BIIB Biogen Inc. - Common Stock | $4,321 | 1.64% | 20,000 | $654 | |||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $3,741 | 1.42% | 6,000 | $650 | Up ×1 | ||
| EMBC Embecta Corp. - Common Stock | $3,701 | 1.41% | 1,135,340 | $-2,799 | Up ×1 | ||
| ARDX Ardelyx, Inc. - Common Stock | $2,726 | 1.04% | 534,523 | $-269 | Up ×1 | ||
| INMD InMode Ltd. - Ordinary Shares | $1,768 | 0.67% | 120,942 | $114 | |||
| EOLS Evolus, Inc. - Common Stock | $1,096 | 0.42% | 157,985 | $447 | |||
| No matches | |||||||
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| UTHR | Trimmed | -15K | -$12K |
| JAZZ | Price move only | +0 | +$9K |
| ENTA | Price move only | +0 | +$6K |
| RARE | Price move only | +0 | +$5K |
| EMBC | Bought more | +400K | -$3K |
| EXEL | Trimmed | -45K | +$2K |
| SNY | Price move only | +0 | -$2K |
| SUPN | Price move only | +0 | -$1K |
| VNDA | Price move only | +0 | -$932 |
| BIIB | Price move only | +0 | +$654 |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| AVDL | March 31, 2026 | 855,860 | $18,444 | No longer tracked |
| BIIB | March 31, 2025 | 108,923 | $16,657 | 57.6% |
| CAH | March 31, 2026 | 73,745 | $15,155 | 9.1% |
| INDV | June 30, 2026 | 339,532 | $10,349 | -7.5% |
| JNJ | Sept. 30, 2025 | 40,000 | $6,110 | 44.1% |
| ALKS | June 30, 2026 | 107,822 | $3,813 | -8.3% |
| MURA | June 30, 2025 | 70,263 | $89 | No longer tracked |