Krensavage Asset Management as of Dec. 31, 2025
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 | 91k | 487.25 | |
| Enanta Pharmaceuticals (ENTA) | 15.4 | $44M | 2.8M | 15.77 | |
| BioMarin Pharmaceutical (BMRN) | 11.0 | $31M | 525k | 59.43 | |
| Jazz Pharmaceuticals (JAZZ) | 10.1 | $29M | 168k | 170.00 | |
| Exelixis (EXEL) | 7.6 | $22M | 494k | 43.83 | |
| Avadel Pharmaceuticals (AVDL) | 6.5 | $18M | 856k | 21.55 | |
| Sanofi-Aventis SA (SNY) | 5.5 | $16M | 324k | 48.46 | |
| Supernus Pharmaceuticals (SUPN) | 5.5 | $16M | 314k | 49.70 | |
| Cardinal Health (CAH) | 5.4 | $15M | 74k | 205.51 | |
| Indivior | 4.3 | $12M | 340k | 35.88 | |
| Vanda Pharmaceuticals (VNDA) | 3.7 | $10M | 1.2M | 8.82 | |
| Biontech Se (BNTX) | 3.3 | $9.5M | 100k | 95.20 | |
| GSK (GSK) | 1.7 | $4.7M | 97k | 49.04 | |
| Ultragenyx Pharmaceutical (RARE) | 1.2 | $3.4M | 150k | 23.00 | |
| Regeneron Pharmaceuticals (REGN) | 1.1 | $3.1M | 4.0k | 771.75 | |
| Alkermes (ALKS) | 1.1 | $3.0M | 108k | 27.98 | |
| Biogen Idec (BIIB) | 0.6 | $1.8M | 10k | 176.00 | |
| Evolus (EOLS) | 0.2 | $665k | 100k | 6.65 |
