Krensavage Asset Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Krensavage Asset Management, Llc disclosed 17 stock positions valued at approximately $263.22M as of quarter-end June 30, 2026. The largest holdings include ENANTA PHARMACEUTICALS INC, UNITED THERAPEUTICS CORP, and BIOMARIN PHARMACEUTICAL INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 17
- Portfolio Value
- $263.22M
Holdings by Sector
Krensavage Asset Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ENANTA PHARMACEUTICALS INC | ENTA | Healthcare | 15.88% | 2,866,138 | - | - | $41,788,000 |
| UNITED THERAPEUTICS CORP | UTHR | Healthcare | 14.26% | 69,282 | -15,000 | -17.80% | $37,539,000 |
| BIOMARIN PHARMACEUTICAL INC | BMRN | Healthcare | 11.41% | 524,786 | - | - | $30,028,000 |
| EXELIXIS INC | EXEL | Healthcare | 7.66% | 370,693 | -45,000 | -10.83% | $20,169,000 |
| ABBOTT LABORATORIES | ABT | Healthcare | 6.89% | 200,000 | +195,000 | +3900.00% | $18,148,000 |
| SANOFI-ADR | SNY | Healthcare | 5.25% | 323,946 | - | - | $13,820,000 |
| SUPERNUS PHARMACEUTICALS INC | SUPN | Healthcare | 4.96% | 280,681 | - | - | $13,054,000 |
| ULTRAGENYX PHARMACEUTICAL IN | RARE | Healthcare | 4.96% | 390,879 | - | - | $13,051,000 |
| VANDA PHARMACEUTICALS INC | VNDA | Healthcare | 2.74% | 1,180,388 | - | - | $7,224,000 |
| BIONTECH SE-ADR | BNTX | Healthcare | 2.10% | 59,523 | - | - | $5,539,000 |
| GSK PLC-SPON ADR | GSK | Healthcare | 1.93% | 96,729 | - | - | $5,071,000 |
| BIOGEN INC | BIIB | Healthcare | 1.64% | 20,000 | - | - | $4,321,000 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 1.42% | 6,000 | +2,000 | +50.00% | $3,741,000 |
| EMBECTA CORP | EMBC | Healthcare | 1.41% | 1,135,340 | +400,000 | +54.40% | $3,701,000 |
| ARDELYX INC | ARDX | Healthcare | 1.04% | 534,523 | +34,523 | +6.90% | $2,726,000 |
| INMODE LTD | INMD | Healthcare | 0.67% | 120,942 | - | - | $1,768,000 |
| EVOLUS INC | EOLS | Healthcare | 0.42% | 157,985 | - | - | $1,096,000 |
Showing 17 of 17 holdings in the latest reporting period.