Krensavage Asset Management
Latest statistics and disclosures from Krensavage Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UTHR, ENTA, JAZZ, BMRN, EXEL, and represent 64.68% of Krensavage Asset Management's stock portfolio.
- Added to shares of these 9 stocks: INDV (+$10M), EMBC (+$6.5M), RARE (+$5.1M), ARDX, BIIB, INMD, ENTA, ABT, EOLS.
- Started 5 new stock positions in INMD, EMBC, ABT, INDV, ARDX.
- Reduced shares in these 7 stocks: AVDL (-$18M), , Indivior (-$12M), UTHR, BNTX, EXEL, SUPN.
- Sold out of its positions in CAH, AVDL, Indivior.
- Krensavage Asset Management was a net seller of stock by $-28M.
- Krensavage Asset Management has $256M in assets under management (AUM), dropping by -9.68%.
- Central Index Key (CIK): 0001609251
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Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 20 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 19.5 | $50M | -7% | 84k | 592.99 |
|
| Enanta Pharmaceuticals (ENTA) | 14.2 | $36M | +3% | 2.9M | 12.63 |
|
| Jazz Pharmaceuticals (JAZZ) | 12.4 | $32M | 168k | 189.05 |
|
|
| BioMarin Pharmaceutical (BMRN) | 11.6 | $30M | 525k | 56.49 |
|
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| Exelixis (EXEL) | 7.0 | $18M | -15% | 416k | 42.89 |
|
| Sanofi- Adr (SNY) | 6.1 | $16M | 324k | 48.18 |
|
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| Supernus Pharmaceuticals (SUPN) | 5.7 | $15M | -10% | 281k | 51.69 |
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| Indivior Pharmaceuticals (INDV) | 4.0 | $10M | NEW | 340k | 30.48 |
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| Ultragenyx Pharmaceutical (RARE) | 3.2 | $8.2M | +161% | 391k | 20.95 |
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| Vanda Pharmaceuticals (VNDA) | 3.2 | $8.2M | 1.2M | 6.91 |
|
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| Embecta Corporation (EMBC) | 2.5 | $6.5M | NEW | 735k | 8.84 |
|
| GSK PLC- Adr (GSK) | 2.1 | $5.3M | 97k | 55.19 |
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| Biontech Se- Adr (BNTX) | 2.1 | $5.3M | -40% | 60k | 88.87 |
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| Alkermes (ALKS) | 1.5 | $3.8M | 108k | 35.36 |
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| Biogen Idec (BIIB) | 1.4 | $3.7M | +100% | 20k | 183.35 |
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| Regeneron Pharmaceuticals (REGN) | 1.2 | $3.1M | 4.0k | 772.75 |
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| Ardelyx (ARDX) | 1.2 | $3.0M | NEW | 500k | 5.99 |
|
| Inmode Ltd. Inmd (INMD) | 0.6 | $1.7M | NEW | 121k | 13.68 |
|
| Evolus (EOLS) | 0.3 | $649k | +57% | 158k | 4.11 |
|
| Abbott Laboratories (ABT) | 0.2 | $513k | NEW | 5.0k | 102.60 |
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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 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
- Krensavage Asset Management 2022 Q3 filed Nov. 15, 2022