Krensavage Asset Management as of June 30, 2026
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 | |
| Jazz Pharmaceuticals (JAZZ) | 15.4 | $40M | 168k | 240.97 | |
| United Therapeutics Corporation (UTHR) | 14.3 | $38M | 69k | 541.83 | |
| BioMarin Pharmaceutical (BMRN) | 11.4 | $30M | 525k | 57.22 | |
| Exelixis (EXEL) | 7.7 | $20M | 371k | 54.41 | |
| Abbott Laboratories (ABT) | 6.9 | $18M | 200k | 90.74 | |
| Sanofi-Aventis SA (SNY) | 5.3 | $14M | 324k | 42.66 | |
| Supernus Pharmaceuticals (SUPN) | 5.0 | $13M | 281k | 46.51 | |
| Ultragenyx Pharmaceutical (RARE) | 5.0 | $13M | 391k | 33.39 | |
| Vanda Pharmaceuticals (VNDA) | 2.7 | $7.2M | 1.2M | 6.12 | |
| Biontech Se (BNTX) | 2.1 | $5.5M | 60k | 93.06 | |
| GSK (GSK) | 1.9 | $5.1M | 97k | 52.42 | |
| Biogen Idec (BIIB) | 1.6 | $4.3M | 20k | 216.05 | |
| Regeneron Pharmaceuticals (REGN) | 1.4 | $3.7M | 6.0k | 623.50 | |
| Embecta Corporation (EMBC) | 1.4 | $3.7M | 1.1M | 3.26 | |
| Ardelyx (ARDX) | 1.0 | $2.7M | 535k | 5.10 | |
| Inmode Ltd. Inmd (INMD) | 0.7 | $1.8M | 121k | 14.62 | |
| Evolus (EOLS) | 0.4 | $1.1M | 158k | 6.94 |
