Krensavage Asset Management, LLC
20 holdingsFiling period: 2026-03-31Current AUM: $250.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | UTHR | UNITED THERAPEUTICS CORP | 84.3K | $50.0M | $43.6M | 17.43% | -7,000 | 2026-03-31 |
| 2 | ENTA | ENANTA PHARMACEUTICALS INC | 2.87M | $36.2M | $36.1M | 14.42% | +99.7K | 2026-03-31 |
| 3 | — | JAZZ PHARMACEUTICALS PLC | 167.8K | $31.7M | $31.7M | 12.67% | -- | 2026-03-31 |
| 4 | BMRN | BIOMARIN PHARMACEUTICAL INC | 524.8K | $29.6M | $31.5M | 12.58% | -- | 2026-03-31 |
| 5 | EXEL | EXELIXIS INC | 415.7K | $17.8M | $22.0M | 8.80% | -77,833 | 2026-03-31 |
| 6 | SNY | SANOFI-ADR | 323.9K | $15.6M | $14.0M | 5.57% | -- | 2026-03-31 |
| 7 | SUPN | SUPERNUS PHARMACEUTICALS INC | 280.7K | $14.5M | $12.5M | 5.00% | -32,818 | 2026-03-31 |
| 8 | INDV | INDIVIOR PHARMACEUTICALS INC | 339.5K | $10.3M | $13.6M | 5.43% | -- | 2026-03-31 |
| 9 | RARE | ULTRAGENYX PHARMACEUTICAL IN | 390.9K | $8.2M | $9.7M | 3.89% | +241.2K | 2026-03-31 |
| 10 | VNDA | VANDA PHARMACEUTICALS INC | 1.18M | $8.2M | $6.0M | 2.40% | -- | 2026-03-31 |
| 11 | EMBC | EMBECTA CORP | 735.3K | $6.5M | $2.7M | 1.07% | -- | 2026-03-31 |
| 12 | GSK | GSK PLC-SPON ADR | 96.7K | $5.3M | $5.0M | 2.00% | -- | 2026-03-31 |
| 13 | BNTX | BIONTECH SE-ADR | 59.5K | $5.3M | $5.4M | 2.15% | -40,000 | 2026-03-31 |
| 14 | — | ALKERMES PLC | 107.8K | $3.8M | $3.8M | 1.52% | -- | 2026-03-31 |
| 15 | BIIB | BIOGEN INC | 20.0K | $3.7M | $4.1M | 1.62% | +10.0K | 2026-03-31 |
| 16 | REGN | REGENERON PHARMACEUTICALS | 4.0K | $3.1M | $3.1M | 1.22% | -- | 2026-03-31 |
| 17 | ARDX | ARDELYX INC | 500.0K | $3.0M | $2.5M | 0.99% | -- | 2026-03-31 |
| 18 | — | INMODE LTD | 120.9K | $1.7M | $1.7M | 0.66% | -- | 2026-03-31 |
| 19 | EOLS | EVOLUS INC | 158.0K | $649K | $922K | 0.37% | +58.0K | 2026-03-31 |
| 20 | ABT | ABBOTT LABORATORIES | 5.0K | $513K | $528K | 0.21% | -- | 2026-03-31 |
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