Krensavage Asset Management, LLC
Krensavage Asset Management, LLC reported 18 holdings worth US$263K as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Krensavage Asset Management, LLC reported 18 holdings worth US$263K as of Jun 30, 2026. Largest: Enanta Pharmaceuticals, Inc., United Therapeutics Corporation and Biomarin Pharmaceutical Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 18
- Value as reported
- US$263K
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Enanta Pharmaceuticals, Inc. | 2.87M | US$41.8M | 15875.5% |
| United Therapeutics Corporation | 69,282 | US$37.5M | 14261.3% |
| Biomarin Pharmaceutical Inc. | 525K | US$30M | 11407.8% |
| Exelixis, Inc. | 371K | US$20.2M | 7662.3% |
| Abbott Laboratories | 200K | US$18.1M | 6894.5% |
| Sanofi Sa | 324K | US$13.8M | 5250.3% |
| Supernus Pharmaceuticals, Inc. | 281K | US$13.1M | 4959.3% |
| Ultragenyx Pharmaceutical Inc. | 391K | US$13.1M | 4958.2% |
| Vanda Pharmaceuticals Inc. | 1.18M | US$7.22M | 2744.4% |
| Gsk Plc | 96,729 | US$5.07M | 1926.5% |
| Biogen Inc. | 20,000 | US$4.32M | 1641.6% |
| Regeneron Pharmaceuticals, Inc. | 6,000 | US$3.74M | 1421.2% |
| Embecta Corp. | 1.14M | US$3.7M | 1406.0% |
| Ardelyx, Inc. | 535K | US$2.73M | 1035.6% |
| Evolus, Inc. Common Stock | 158K | US$1.1M | 416.4% |
| Indivior Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |