Krensavage Asset Management as of March 31, 2026
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 | 84k | 592.99 | |
| Enanta Pharmaceuticals (ENTA) | 14.2 | $36M | 2.9M | 12.63 | |
| Jazz Pharmaceuticals (JAZZ) | 12.4 | $32M | 168k | 189.05 | |
| BioMarin Pharmaceutical (BMRN) | 11.6 | $30M | 525k | 56.49 | |
| Exelixis (EXEL) | 7.0 | $18M | 416k | 42.89 | |
| Sanofi- Adr (SNY) | 6.1 | $16M | 324k | 48.18 | |
| Supernus Pharmaceuticals (SUPN) | 5.7 | $15M | 281k | 51.69 | |
| Indivior Pharmaceuticals (INDV) | 4.0 | $10M | 340k | 30.48 | |
| Ultragenyx Pharmaceutical (RARE) | 3.2 | $8.2M | 391k | 20.95 | |
| Vanda Pharmaceuticals (VNDA) | 3.2 | $8.2M | 1.2M | 6.91 | |
| Embecta Corporation (EMBC) | 2.5 | $6.5M | 735k | 8.84 | |
| GSK PLC- Adr (GSK) | 2.1 | $5.3M | 97k | 55.19 | |
| Biontech Se- Adr (BNTX) | 2.1 | $5.3M | 60k | 88.87 | |
| Alkermes (ALKS) | 1.5 | $3.8M | 108k | 35.36 | |
| Biogen Idec (BIIB) | 1.4 | $3.7M | 20k | 183.35 | |
| Regeneron Pharmaceuticals (REGN) | 1.2 | $3.1M | 4.0k | 772.75 | |
| Ardelyx (ARDX) | 1.2 | $3.0M | 500k | 5.99 | |
| Inmode Ltd. Inmd (INMD) | 0.6 | $1.7M | 121k | 13.68 | |
| Evolus (EOLS) | 0.3 | $649k | 158k | 4.11 | |
| Abbott Laboratories (ABT) | 0.2 | $513k | 5.0k | 102.60 |
