Krensavage Asset Management, LLC
Net seller this quarter
$263M
18
-$9.74M
89.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ENTA | $41.8M | 15.88% | 9.84% | Not reported | Q1 2015 |
 JAZZ | $40.4M | 15.36% | 0.27% | Not reported | Q4 2023 |
 UTHR | $37.5M | 14.26% | 0.16% | -17.8% | Q4 2014 |
 BMRN | $30M | 11.41% | 0.27% | Not reported | Q3 2025 |
 EXEL | $20.2M | 7.66% | 0.15% | -10.8% | Q3 2021 |
 ABT | $18.1M | 6.89% | 0.01% | +3900.0% | Q1 2026 |
 SNY | $13.8M | 5.25% | 0.03% | Not reported | Q4 2023 |
 SUPN | $13.1M | 4.96% | 0.48% | Not reported | Q1 2025 |
 RARE | $13.1M | 4.96% | 0.40% | Not reported | Q4 2025 |
 VNDA | $7.22M | 2.74% | 1.95% | Not reported | Q3 2022 |
 BNTX | $5.54M | 2.10% | 0.02% | Not reported | Q1 2024 |
 GSK | $5.07M | 1.93% | 0.00% | Not reported | Q1 2025 |
 BIIB | $4.32M | 1.64% | 0.01% | Not reported | Q1 2019 |
 REGN | $3.74M | 1.42% | 0.01% | +50.0% | Q4 2019 |
 EMBC | $3.7M | 1.41% | 2.00% | +54.4% | Q2 2022 |
 ARDX | $2.73M | 1.04% | 0.21% | +6.9% | Q1 2026 |
 INMD | $1.77M | 0.67% | 0.19% | Not reported | Q1 2026 |
 EOLS | $1.1M | 0.42% | 0.24% | Not reported | Q3 2025 |
| Q1 2026 | |||||
| UTHR | $50M | 19.55% | 0.20% | -7.7% | Q4 2014 |
| ENTA | $36.2M | 14.16% | 9.86% | +3.6% | Q1 2015 |
| JAZZ | $31.7M | 12.41% | 0.27% | Not reported | Q4 2023 |
| BMRN | $29.6M | 11.59% | 0.27% | Not reported | Q3 2025 |
| EXEL | $17.8M | 6.97% | 0.16% | -15.8% | Q3 2021 |
| SNY | $15.6M | 6.10% | 0.03% | Not reported | Q4 2023 |
| SUPN | $14.5M | 5.67% | 0.48% | -10.5% | Q1 2025 |
 INDV | $10.3M | 4.05% | 0.27% | Not reported | Q3 2024 |
| RARE | $8.19M | 3.20% | 0.40% | +161.2% | Q4 2025 |
| VNDA | $8.16M | 3.19% | 1.96% | Not reported | Q3 2022 |
| EMBC | $6.5M | 2.54% | 1.24% | Not reported | Q2 2022 |
| GSK | $5.34M | 2.09% | 0.00% | Not reported | Q1 2025 |
| BNTX | $5.29M | 2.07% | 0.02% | -40.2% | Q1 2024 |
 ALKS | $3.81M | 1.49% | 0.06% | Not reported | Q4 2019 |
| BIIB | $3.67M | 1.43% | 0.01% | +100.0% | Q1 2019 |
| REGN | $3.09M | 1.21% | 0.00% | Not reported | Q4 2019 |
| ARDX | $3M | 1.17% | 0.20% | New | Q1 2026 |
| INMD | $1.65M | 0.65% | 0.19% | New | Q1 2026 |
| EOLS | $649K | 0.25% | 0.24% | +58.0% | Q3 2025 |
| ABT | $513K | 0.20% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| UTHR | $44.5M | 15.71% | 0.21% | -6.5% | Q4 2014 |
| ENTA | $43.6M | 15.41% | 9.53% | +30.8% | Q1 2015 |
| BMRN | $31.2M | 11.02% | 0.27% | +29.4% | Q3 2025 |
| JAZZ | $28.5M | 10.08% | 0.27% | Not reported | Q4 2023 |
| EXEL | $21.6M | 7.64% | 0.18% | -4.8% | Q3 2021 |
| AVDL | $18.4M | 6.51% | 0.88% | -10.5% | Q1 2025 |
| SNY | $15.7M | 5.54% | 0.03% | Not reported | Q4 2023 |
| SUPN | $15.6M | 5.50% | 0.55% | -13.8% | Q1 2025 |
 CAH | $15.2M | 5.35% | 0.03% | Not reported | Q1 2022 |
| INDV | $12.2M | 4.30% | 0.27% | Not reported | Q3 2024 |
| VNDA | $10.4M | 3.68% | 2.00% | Not reported | Q3 2022 |
| BNTX | $9.48M | 3.35% | 0.04% | +25.4% | Q1 2024 |
| GSK | $4.74M | 1.68% | 0.00% | -64.4% | Q1 2025 |
| RARE | $3.44M | 1.22% | 0.15% | New | Q4 2025 |
| REGN | $3.09M | 1.09% | 0.00% | Not reported | Q4 2019 |
| ALKS | $3.02M | 1.07% | 0.07% | -48.1% | Q4 2019 |
| BIIB | $1.76M | 0.62% | 0.01% | Not reported | Q1 2019 |
| EOLS | $665K | 0.23% | 0.15% | Not reported | Q3 2025 |
| Q3 2025 | |||||
| UTHR | $40.9M | 17.44% | 0.23% | -3.5% | Q4 2014 |
| ENTA | $25.3M | 10.78% | 9.89% | Not reported | Q1 2015 |
| JAZZ | $22.1M | 9.42% | 0.28% | +1.8% | Q4 2023 |
| BMRN | $22M | 9.36% | 0.21% | New | Q3 2025 |
| EXEL | $21.4M | 9.12% | 0.19% | +5.1% | Q3 2021 |
| SUPN | $17.4M | 7.40% | 0.64% | -23.1% | Q1 2025 |
| SNY | $15.3M | 6.51% | 0.03% | +117.5% | Q4 2023 |
| AVDL | $14.6M | 6.22% | 0.98% | -0.3% | Q1 2025 |
| GSK | $11.7M | 5.00% | 0.01% | Not reported | Q1 2025 |
| CAH | $11.6M | 4.93% | 0.03% | -44.9% | Q1 2022 |
| INDV | $8.19M | 3.49% | 0.27% | -65.2% | Q3 2024 |
| BNTX | $7.83M | 3.33% | 0.03% | +8.2% | Q1 2024 |
| ALKS | $6.24M | 2.66% | 0.13% | Not reported | Q4 2019 |
| VNDA | $5.89M | 2.51% | 2.00% | +15.2% | Q3 2022 |
| REGN | $2.25M | 0.96% | 0.00% | Not reported | Q4 2019 |
| BIIB | $1.4M | 0.60% | 0.01% | Not reported | Q1 2019 |
| EOLS | $614K | 0.26% | 0.15% | New | Q3 2025 |