Krensavage Asset Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Krensavage Asset Management, LLC disclosed 18 US equity positions worth $263.2m in its Q2 2026 13F filing. The largest position was ENTA at 15.9% of the reported book, followed by JAZZ and UTHR. Against the Q1 2026 filing, it opened 0 new positions, added to 4 and reduced 2 among the top 18 holdings.
What did Krensavage Asset Management, LLC own in Q2 2026? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.