Krensavage Asset Management, LLC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1609251) · Explore on the interactive board
Krensavage Asset Management, LLC disclosed 18 US equity positions worth $263.2m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is ENTA at 15.9% of the reported book, followed by JAZZ, UTHR. The top ten holdings are 89.4% of the book, and the portfolio behaves like about 10 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 4, reduced 2 and exited 2. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Krensavage Asset Management, LLC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 4 added, 2 reduced, 2 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | ENTA ENANTA PHARMACEUTICALS INC | Healthcare | 15.9% | $41.8m | 2,866,138 | 0% | held |
| 2 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 15.4% | $40.4m | 167,816 | 0% | held |
| 3 | UTHR UNITED THERAPEUTICS CORP | Healthcare | 14.3% | $37.5m | 69,282 | -18% | reduced |
| 4 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 11.4% | $30.0m | 524,786 | 0% | held |
| 5 | EXEL EXELIXIS INC | Healthcare | 7.7% | $20.2m | 370,693 | -11% | reduced |
| 6 | ABT ABBOTT LABORATORIES | Healthcare | 6.9% | $18.1m | 200,000 | 3900% | added |
| 7 | SNY SANOFI-ADR | Healthcare | 5.3% | $13.8m | 323,946 | 0% | held |
| 8 | SUPN SUPERNUS PHARMACEUTICALS INC | Healthcare | 5.0% | $13.1m | 280,681 | 0% | held |
| 9 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 5.0% | $13.1m | 390,879 | 0% | held |
| 10 | VNDA VANDA PHARMACEUTICALS INC | Healthcare | 2.7% | $7.2m | 1,180,388 | 0% | held |
| 11 | BNTX BIONTECH SE-ADR | Healthcare | 2.1% | $5.5m | 59,523 | 0% | held |
| 12 | GSK GSK PLC-SPON ADR | Healthcare | 1.9% | $5.1m | 96,729 | 0% | held |
| 13 | BIIB BIOGEN INC | Healthcare | 1.6% | $4.3m | 20,000 | 0% | held |
| 14 | REGN REGENERON PHARMACEUTICALS | Healthcare | 1.4% | $3.7m | 6,000 | 50% | added |
| 15 | EMBC EMBECTA CORP | Healthcare | 1.4% | $3.7m | 1,135,340 | 54% | added |
| 16 | ARDX ARDELYX INC | Healthcare | 1.0% | $2.7m | 534,523 | 7% | added |
| 17 | INMD INMODE LTD | Healthcare | 0.7% | $1.8m | 120,942 | 0% | held |
| 18 | EOLS EVOLUS INC | Healthcare | 0.4% | $1.1m | 157,985 | 0% | held |
What did Krensavage Asset Management, LLC sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| INDV INDIVIOR PHARMACEUTICALS INC | 73.1% | $10.3m |
| ALKS ALKERMES PLC | 26.9% | $3.8m |
Sector mix
| Sector | Weight |
|---|---|
| Healthcare | 100.0% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Krensavage Asset Management, LLC's portfolio?
Across every quarter Krensavage Asset Management, LLC has filed, its median largest position is 17.7% of the book and its median top-ten weight is 88.1%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 2.0 completed holding spells, the median lasted 1.0 quarters; 18.0 positions are still open and their final length is unknown.