Krensavage Asset Management
Latest statistics and disclosures from Krensavage Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ENTA, JAZZ, UTHR, BMRN, EXEL, and represent 64.57% of Krensavage Asset Management's stock portfolio.
- Added to shares of these 4 stocks: ABT (+$18M), EMBC, REGN, ARDX.
- Reduced shares in these 4 stocks: INDV (-$10M), UTHR (-$8.1M), , EXEL.
- Sold out of its positions in INDV, ALKS.
- Krensavage Asset Management was a net seller of stock by $-4.3M.
- Krensavage Asset Management has $263M in assets under management (AUM), dropping by 2.94%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Enanta Pharmaceuticals (ENTA) | 15.9 | $42M | 2.9M | 14.58 |
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| Jazz Pharmaceuticals (JAZZ) | 15.4 | $40M | 168k | 240.97 |
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| United Therapeutics Corporation (UTHR) | 14.3 | $38M | -17% | 69k | 541.83 |
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| BioMarin Pharmaceutical (BMRN) | 11.4 | $30M | 525k | 57.22 |
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| Exelixis (EXEL) | 7.7 | $20M | -10% | 371k | 54.41 |
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| Abbott Laboratories (ABT) | 6.9 | $18M | +3900% | 200k | 90.74 |
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| Sanofi-Aventis SA (SNY) | 5.3 | $14M | 324k | 42.66 |
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| Supernus Pharmaceuticals (SUPN) | 5.0 | $13M | 281k | 46.51 |
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| Ultragenyx Pharmaceutical (RARE) | 5.0 | $13M | 391k | 33.39 |
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| Vanda Pharmaceuticals (VNDA) | 2.7 | $7.2M | 1.2M | 6.12 |
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| Biontech Se (BNTX) | 2.1 | $5.5M | 60k | 93.06 |
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| GSK (GSK) | 1.9 | $5.1M | 97k | 52.42 |
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| Biogen Idec (BIIB) | 1.6 | $4.3M | 20k | 216.05 |
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| Regeneron Pharmaceuticals (REGN) | 1.4 | $3.7M | +50% | 6.0k | 623.50 |
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| Embecta Corporation (EMBC) | 1.4 | $3.7M | +54% | 1.1M | 3.26 |
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| Ardelyx (ARDX) | 1.0 | $2.7M | +6% | 535k | 5.10 |
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| Inmode Ltd. Inmd (INMD) | 0.7 | $1.8M | 121k | 14.62 |
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| Evolus (EOLS) | 0.4 | $1.1M | 158k | 6.94 |
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Past Filings by Krensavage Asset Management
SEC 13F filings are viewable for Krensavage Asset Management going back to 2014
- Krensavage Asset Management 2026 Q2 filed Aug. 14, 2026
- Krensavage Asset Management 2026 Q1 filed May 15, 2026
- 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