Krensavage Asset Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Krensavage Asset Management, LLC disclosed 20 US equity positions worth $255.7m in its Q1 2026 13F filing. The largest position was UTHR at 19.5% of the reported book, followed by ENTA and JAZZ.
What did Krensavage Asset Management, LLC own in Q1 2026? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | UTHR UNITED THERAPEUTICS CORP | Healthcare | 19.5% | $50.0m | 84,282 | – | |
| 2 | ENTA ENANTA PHARMACEUTICALS INC | Healthcare | 14.2% | $36.2m | 2,866,138 | – | |
| 3 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 12.4% | $31.7m | 167,816 | – | |
| 4 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 11.6% | $29.6m | 524,786 | – | |
| 5 | EXEL EXELIXIS INC | Healthcare | 7.0% | $17.8m | 415,693 | – | |
| 6 | SNY SANOFI-ADR | Healthcare | 6.1% | $15.6m | 323,946 | – | |
| 7 | SUPN SUPERNUS PHARMACEUTICALS INC | Healthcare | 5.7% | $14.5m | 280,681 | – | |
| 8 | INDV INDIVIOR PHARMACEUTICALS INC | Healthcare | 4.0% | $10.3m | 339,532 | – | |
| 9 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 3.2% | $8.2m | 390,879 | – | |
| 10 | VNDA VANDA PHARMACEUTICALS INC | Healthcare | 3.2% | $8.2m | 1,180,388 | – | |
| 11 | EMBC EMBECTA CORP | Healthcare | 2.5% | $6.5m | 735,340 | – | |
| 12 | GSK GSK PLC-SPON ADR | Healthcare | 2.1% | $5.3m | 96,729 | – | |
| 13 | BNTX BIONTECH SE-ADR | Healthcare | 2.1% | $5.3m | 59,523 | – | |
| 14 | ALKS ALKERMES PLC | Healthcare | 1.5% | $3.8m | 107,822 | – | |
| 15 | BIIB BIOGEN INC | Healthcare | 1.4% | $3.7m | 20,000 | – | |
| 16 | REGN REGENERON PHARMACEUTICALS | Healthcare | 1.2% | $3.1m | 4,000 | – | |
| 17 | ARDX ARDELYX INC | Healthcare | 1.2% | $3.0m | 500,000 | – | |
| 18 | INMD INMODE LTD | Healthcare | 0.6% | $1.7m | 120,942 | – | |
| 19 | EOLS EVOLUS INC | Healthcare | 0.3% | $649.0k | 157,985 | – | |
| 20 | ABT ABBOTT LABORATORIES | Healthcare | 0.2% | $513.0k | 5,000 | – |
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.