Krensavage Asset Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$256K
Q ending 2026-03-31
Prior quarter
$283K
Q ending 2025-12-31
Change
-9.7% QoQ · +41.4% YoY
Positions
20
reported holdings
Largest positions
All 20 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| United Therapeutics Corp | UTHR | Shares | $50K | 84K |
| Enanta Pharmaceuticals Inc | ENTA | Shares | $36K | 2.9M |
| Jazz Pharmaceuticals Plc | Shares | $32K | 168K | |
| Biomarin Pharmaceutical Inc | BMRN | Shares | $30K | 525K |
| Exelixis Inc | EXEL | Shares | $18K | 416K |
| Sanofi-Adr | SNY | Shares | $16K | 324K |
| Supernus Pharmaceuticals Inc | SUPN | Shares | $15K | 281K |
| Indivior Pharmaceuticals Inc | INDV | Shares | $10K | 340K |
| Ultragenyx Pharmaceutical In | RARE | Shares | $8K | 391K |
| Vanda Pharmaceuticals Inc | VNDA | Shares | $8K | 1.2M |
| Embecta Corp | EMBC | Shares | $7K | 735K |
| Gsk Plc-Spon Adr | GSK | Shares | $5K | 97K |
| Biontech Se-Adr | BNTX | Shares | $5K | 60K |
| Alkermes Plc | Shares | $4K | 108K | |
| Biogen Inc | BIIB | Shares | $4K | 20K |
| Regeneron Pharmaceuticals | REGN | Shares | $3K | 4K |
| Ardelyx Inc | ARDX | Shares | $3K | 500K |
| Inmode Ltd | Shares | $2K | 121K | |
| Evolus Inc | EOLS | Shares | $649 | 158K |
| Abbott Laboratories | ABT | Shares | $513 | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.