Holdings
Krensavage Asset Management, LLC
As of Jun 30, 2026, Krensavage Asset Management, LLC reported 15 positions worth US$215M. Largest: Enanta Pharmaceuticals, Inc., United Therapeutics Corporation and Biomarin Pharmaceutical Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Enanta Pharmaceuticals, Inc. | 2.87M | US$41.8M | no change | Jun 30, 2026 |
| United Therapeutics Corporation | 69,282 | US$37.5M | −15,000 | Jun 30, 2026 |
| Biomarin Pharmaceutical Inc. | 525K | US$30M | no change | Jun 30, 2026 |
| Exelixis, Inc. | 371K | US$20.2M | −45,000 | Jun 30, 2026 |
| Abbott Laboratories | 200K | US$18.1M | +195K | Jun 30, 2026 |
| Sanofi Sa | 324K | US$13.8M | no change | Jun 30, 2026 |
| Supernus Pharmaceuticals, Inc. | 281K | US$13.1M | no change | Jun 30, 2026 |
| Ultragenyx Pharmaceutical Inc. | 391K | US$13.1M | no change | Jun 30, 2026 |
| Vanda Pharmaceuticals Inc. | 1.18M | US$7.22M | no change | Jun 30, 2026 |
| Gsk Plc | 96,729 | US$5.07M | no change | Jun 30, 2026 |