Krensavage Asset Management, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Krensavage Asset Management, LLC disclosed 18 US equity positions worth $283.1m in its Q4 2025 13F filing. The largest position was UTHR at 15.7% of the reported book, followed by ENTA and BMRN. Against the Q3 2025 filing, it opened 1 new position, added to 3 and reduced 6 among the top 18 holdings.
What did Krensavage Asset Management, LLC own in Q4 2025? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | UTHR UNITED THERAPEUTICS CORP | Healthcare | 15.7% | $44.5m | 91,282 | -7% | reduced |
| 2 | ENTA ENANTA PHARMACEUTICALS INC | Healthcare | 15.4% | $43.6m | 2,766,390 | 31% | added |
| 3 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 11.0% | $31.2m | 524,786 | 29% | added |
| 4 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 10.1% | $28.5m | 167,816 | 0% | held |
| 5 | EXEL EXELIXIS INC | Healthcare | 7.6% | $21.6m | 493,526 | -5% | reduced |
| 6 | AVADEL PHARMACEUTICALS | 6.5% | $18.4m | 855,860 | -10% | reduced | |
| 7 | SNY SANOFI-ADR | 5.5% | $15.7m | 323,946 | 0% | held | |
| 8 | SUPN SUPERNUS PHARMACEUTICALS INC | Healthcare | 5.5% | $15.6m | 313,499 | -14% | reduced |
| 9 | CAH CARDINAL HEALTH INC | Healthcare | 5.4% | $15.2m | 73,745 | 0% | held |
| 10 | INDIVIOR PLC | 4.3% | $12.2m | 339,532 | 0% | held | |
| 11 | VNDA VANDA PHARMACEUTICALS INC | Healthcare | 3.7% | $10.4m | 1,180,388 | 0% | held |
| 12 | BNTX BIONTECH SE-ADR | Healthcare | 3.3% | $9.5m | 99,523 | 25% | added |
| 13 | GSK GSK PLC-SPON ADR | Healthcare | 1.7% | $4.7m | 96,729 | -64% | reduced |
| 14 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 1.2% | $3.4m | 149,634 | – | new |
| 15 | REGN REGENERON PHARMACEUTICALS | Healthcare | 1.1% | $3.1m | 4,000 | 0% | held |
| 16 | ALKS ALKERMES PLC | Healthcare | 1.1% | $3.0m | 107,822 | -48% | reduced |
| 17 | BIIB BIOGEN INC | Healthcare | 0.6% | $1.8m | 10,000 | 0% | held |
| 18 | EOLS EVOLUS INC | Healthcare | 0.2% | $665.0k | 100,000 | 0% | held |
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.