Krensavage Asset Management, LLC
18 holdingsFiling period: 2026-06-30Current AUM: $258.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ENTA | Enanta Pharmaceuticals Inc | 2.87M | $41.8M | $34.4M | 13.31% | -- | 2026-06-30 |
| 2 | — | Jazz Pharmaceuticals PLC | 167.8K | $40.4M | $40.4M | 15.65% | -- | 2026-06-30 |
| 3 | UTHR | United Therapeutics Corp | 69.3K | $37.5M | $41.1M | 15.89% | -15,000 | 2026-06-30 |
| 4 | BMRN | Biomarin Pharmaceutical Inc | 524.8K | $30.0M | $29.3M | 11.32% | -- | 2026-06-30 |
| 5 | EXEL | Exelixis Inc | 370.7K | $20.2M | $24.1M | 9.34% | -45,000 | 2026-06-30 |
| 6 | ABT | Abbott Laboratories | 200.0K | $18.1M | $21.0M | 8.12% | +195.0K | 2026-06-30 |
| 7 | SNY | Sanofi-ADR | 323.9K | $13.8M | $13.5M | 5.24% | -- | 2026-06-30 |
| 8 | SUPN | Supernus Pharmaceuticals Inc | 280.7K | $13.1M | $11.4M | 4.43% | -- | 2026-06-30 |
| 9 | RARE | Ultragenyx Pharmaceutical in | 390.9K | $13.1M | $6.3M | 2.43% | -- | 2026-06-30 |
| 10 | VNDA | Vanda Pharmaceuticals Inc | 1.18M | $7.2M | $4.7M | 1.80% | -- | 2026-06-30 |
| 11 | BNTX | Biontech SE-ADR | 59.5K | $5.5M | $5.2M | 2.00% | -- | 2026-06-30 |
| 12 | GSK | Gsk PLC-Spon ADR | 96.7K | $5.1M | $4.9M | 1.91% | -- | 2026-06-30 |
| 13 | BIIB | Biogen Inc | 20.0K | $4.3M | $5.0M | 1.95% | -- | 2026-06-30 |
| 14 | REGN | Regeneron Pharmaceuticals | 6.0K | $3.7M | $4.8M | 1.88% | +2.0K | 2026-06-30 |
| 15 | EMBC | Embecta Corp | 1.14M | $3.7M | $7.7M | 2.99% | +400.0K | 2026-06-30 |
| 16 | ARDX | Ardelyx Inc | 534.5K | $2.7M | $1.6M | 0.62% | +34.5K | 2026-06-30 |
| 17 | — | Inmode Ltd | 120.9K | $1.8M | $1.8M | 0.68% | -- | 2026-06-30 |
| 18 | EOLS | Evolus Inc | 158.0K | $1.1M | $1.1M | 0.44% | -- | 2026-06-30 |
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