Krensavage Asset Management, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Krensavage Asset Management, LLC disclosed 17 US equity positions worth $234.7m in its Q3 2025 13F filing. The largest position was UTHR at 17.4% of the reported book, followed by ENTA and JAZZ. Against the Q2 2025 filing, it opened 3 new positions, added to 5 and reduced 4 among the top 17 holdings.
What did Krensavage Asset Management, LLC own in Q3 2025? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | UTHR UNITED THERAPEUTICS CORP | Healthcare | 17.4% | $40.9m | 97,646 | -3% | reduced |
| 2 | ENTA ENANTA PHARMACEUTICALS INC | Healthcare | 10.8% | $25.3m | 2,114,444 | 0% | held |
| 3 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 9.4% | $22.1m | 167,816 | 2% | added |
| 4 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 9.4% | $22.0m | 405,450 | – | new |
| 5 | EXEL EXELIXIS INC | Healthcare | 9.1% | $21.4m | 518,526 | 5% | added |
| 6 | SUPN SUPERNUS PHARMACEUTICALS INC | Healthcare | 7.4% | $17.4m | 363,479 | -23% | reduced |
| 7 | SNY SANOFI-ADR | 6.5% | $15.3m | 323,946 | 117% | added | |
| 8 | AVADEL PHARMACEUTICALS | 6.2% | $14.6m | 955,860 | -0% | held | |
| 9 | GSK GSK PLC-SPON ADR | Healthcare | 5.0% | $11.7m | 271,729 | 0% | held |
| 10 | CAH CARDINAL HEALTH INC | Healthcare | 4.9% | $11.6m | 73,745 | -45% | reduced |
| 11 | INDIVIOR PLC | 3.5% | $8.2m | 339,532 | -65% | reduced | |
| 12 | BNTX BIONTECH SE-ADR | Healthcare | 3.3% | $7.8m | 79,366 | 8% | added |
| 13 | ALKS ALKERMES PLC | Healthcare | 2.7% | $6.2m | 207,822 | 0% | held |
| 14 | VNDA VANDA PHARMACEUTICALS INC | Healthcare | 2.5% | $5.9m | 1,180,388 | 15% | added |
| 15 | REGN REGENERON PHARMACEUTICALS | Healthcare | 1.0% | $2.2m | 4,000 | 0% | held |
| 16 | BIIB BIOGEN INC | Healthcare | 0.6% | $1.4m | 10,000 | – | new |
| 17 | EOLS EVOLUS INC | Healthcare | 0.3% | $614.0k | 100,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.