Krensavage Asset Management
Latest statistics and disclosures from Krensavage Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UTHR, ENTA, BMRN, JAZZ, EXEL, and represent 59.85% of Krensavage Asset Management's stock portfolio.
- Added to shares of these 4 stocks: ENTA (+$10M), BMRN (+$7.1M), RARE, BNTX.
- Started 1 new stock position in RARE.
- Reduced shares in these 6 stocks: GSK (-$8.6M), UTHR, ALKS, SUPN, AVDL, EXEL.
- Krensavage Asset Management was a net buyer of stock by $2.5M.
- Krensavage Asset Management has $283M in assets under management (AUM), dropping by 20.63%.
- Central Index Key (CIK): 0001609251
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Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 18 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 15.7 | $45M | -6% | 91k | 487.25 |
|
| Enanta Pharmaceuticals (ENTA) | 15.4 | $44M | +30% | 2.8M | 15.77 |
|
| BioMarin Pharmaceutical (BMRN) | 11.0 | $31M | +29% | 525k | 59.43 |
|
| Jazz Pharmaceuticals (JAZZ) | 10.1 | $29M | 168k | 170.00 |
|
|
| Exelixis (EXEL) | 7.6 | $22M | -4% | 494k | 43.83 |
|
| Avadel Pharmaceuticals (AVDL) | 6.5 | $18M | -10% | 856k | 21.55 |
|
| Sanofi-Aventis SA (SNY) | 5.5 | $16M | 324k | 48.46 |
|
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| Supernus Pharmaceuticals (SUPN) | 5.5 | $16M | -13% | 314k | 49.70 |
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| Cardinal Health (CAH) | 5.4 | $15M | 74k | 205.51 |
|
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| Indivior | 4.3 | $12M | 340k | 35.88 |
|
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| Vanda Pharmaceuticals (VNDA) | 3.7 | $10M | 1.2M | 8.82 |
|
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| Biontech Se (BNTX) | 3.3 | $9.5M | +25% | 100k | 95.20 |
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| GSK (GSK) | 1.7 | $4.7M | -64% | 97k | 49.04 |
|
| Ultragenyx Pharmaceutical (RARE) | 1.2 | $3.4M | NEW | 150k | 23.00 |
|
| Regeneron Pharmaceuticals (REGN) | 1.1 | $3.1M | 4.0k | 771.75 |
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| Alkermes (ALKS) | 1.1 | $3.0M | -48% | 108k | 27.98 |
|
| Biogen Idec (BIIB) | 0.6 | $1.8M | 10k | 176.00 |
|
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| Evolus (EOLS) | 0.2 | $665k | 100k | 6.65 |
|
Past Filings by Krensavage Asset Management
SEC 13F filings are viewable for Krensavage Asset Management going back to 2014
- Krensavage Asset Management 2025 Q4 filed Feb. 18, 2026
- Krensavage Asset Management 2025 Q3 filed Nov. 17, 2025
- Krensavage Asset Management 2025 Q2 filed Aug. 15, 2025
- Krensavage Asset Management 2025 Q1 filed May 15, 2025
- Krensavage Asset Management 2024 Q4 filed Feb. 18, 2025
- Krensavage Asset Management 2024 Q4 restated filed Feb. 18, 2025
- Krensavage Asset Management 2024 Q3 filed Nov. 15, 2024
- Krensavage Asset Management 2024 Q2 filed Aug. 15, 2024
- Krensavage Asset Management 2024 Q1 filed May 15, 2024
- Krensavage Asset Management 2023 Q4 filed Feb. 14, 2024
- Krensavage Asset Management 2023 Q3 filed Nov. 15, 2023
- Krensavage Asset Management 2023 Q2 filed Aug. 11, 2023
- Krensavage Asset Management 2023 Q1 filed May 16, 2023
- Krensavage Asset Management 2022 Q4 filed Feb. 15, 2023
- Krensavage Asset Management 2022 Q3 filed Nov. 15, 2022
- Krensavage Asset Management 2022 Q2 filed Aug. 16, 2022