Krensavage Asset Management, LLC reported 18 positions worth $263.22M for the quarter ended Jun 30, 2026, up 2.9% on the prior quarter. It opened 0 new positions, added to 4, trimmed 2 and exited 2. Its largest holding is Enanta Pharmaceuticals Inc at 15.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No new positions this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | ENTA Enanta Pharmaceuticals Inc | Healthcare | 2.87M | $41.79M | 15.88% | 0 | 0.0% | Unchanged | 9.84% |
| 2 | JAZZ Jazz Pharmaceuticals plc | Healthcare | 167.8K | $40.44M | 15.36% | 0 | 0.0% | Unchanged | 0.26% |
| 3 | UTHR UNITED THERAPEUTICS Corp | Healthcare | 69.3K | $37.54M | 14.26% | -15.0K | -17.8% | Reduced | 0.16% |
| 4 | BMRN Biomarin Pharmaceutical Inc | Healthcare | 524.8K | $30.03M | 11.41% | 0 | 0.0% | Unchanged | 0.27% |
| 5 | EXEL Exelixis, Inc. | Healthcare | 370.7K | $20.17M | 7.66% | -45.0K | -10.8% | Reduced | 0.14% |
| 6 | ABT Abbott Laboratories | Healthcare | 200.0K | $18.15M | 6.89% | +195.0K | +3,900.0% | Added | 0.01% |
| 7 | SNY Sanofi | Healthcare | 323.9K | $13.82M | 5.25% | 0 | 0.0% | Unchanged | 0.03% |
| 8 | SUPN Supernus, Inc. | Healthcare | 280.7K | $13.05M | 4.96% | 0 | 0.0% | Unchanged | 0.48% |
| 9 | RARE Ultragenyx Pharmaceutical Inc. | Healthcare | 390.9K | $13.05M | 4.96% | 0 | 0.0% | Unchanged | 0.38% |
| 10 | VNDA Vanda Pharmaceuticals Inc. | Healthcare | 1.18M | $7.22M | 2.74% | 0 | 0.0% | Unchanged | 1.95% |
| 11 | BNTX BioNTech SE | Healthcare | 59.5K | $5.54M | 2.1% | 0 | 0.0% | Unchanged | 0.02% |
| 12 | GSK GSK plc | Healthcare | 96.7K | $5.07M | 1.93% | 0 | 0.0% | Unchanged | 0% |
| 13 | BIIB Biogen Inc. | Healthcare | 20.0K | $4.32M | 1.64% | 0 | 0.0% | Unchanged | 0.01% |
| 14 | REGN Regeneron Pharmaceuticals, Inc. | Healthcare | 6,000 | $3.74M | 1.42% | +2,000 | +50.0% | Added | 0% |
| 15 | EMBC Embecta Corp. | Healthcare | 1.14M | $3.70M | 1.41% | +400.0K | +54.4% | Added | 1.94% |
Tip. Select a row to see that position’s full history at Krensavage Asset Management.
As of its Q2 2026 13F filing, Krensavage Asset Management, LLC’s five largest positions were Enanta Pharmaceuticals Inc (ENTA) at 15.9%, Jazz Pharmaceuticals plc (JAZZ) at 15.4%, UNITED THERAPEUTICS Corp (UTHR) at 14.3%, Biomarin Pharmaceutical Inc (BMRN) at 11.4%, Exelixis, Inc. (EXEL) at 7.7% of the reported portfolio.
Krensavage Asset Management, LLC reported a 13F portfolio worth $263.22M across 18 positions for Q2 2026. That is up 2.9% from the previous quarter.
Its largest purchases by value were Abbott Laboratories ($17.69M), Embecta Corp. ($1.30M), Regeneron Pharmaceuticals, Inc. ($1.25M). It opened 0 new positions.
Its largest sales by value were Supernus, Inc. ($10.35M), UNITED THERAPEUTICS Corp ($8.13M), Alkermes plc. ($3.81M). It exited 2 positions entirely.
From the Form 13F-HR reports Krensavage Asset Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.