Fund · CIK 1609251 · concentrated
Krensavage Asset Management, LLC
Jun 30, 2026Filed Aug 14, 2026 · SEC filing ↗
Reported value$263M +3%
Positions18
Opened · sold out0 · 2
Holdings
Share positions at Jun 30, 2026| Stock | % of fund | Value | Shares | Since Q1 2026 |
|---|---|---|---|---|
| ENTAEnanta Pharmaceuticals IncCOMMON STOCK | 15.9% | $41.8M | 2,866,138 | Held |
| JAZZJazz Pharmaceuticals PLCStock | 15.4% | $40.4M | 167,816 | Held |
| UTHRUnited Therapeutics CorpStock | 14.3% | $37.5M | 69,282 | Cut −18% |
| BMRNBiomarin Pharmaceutical IncCOM | 11.4% | $30.0M | 524,786 | Held |
| EXELExelixis IncStock | 7.7% | $20.2M | 370,693 | Cut −11% |
| ABTAbbott LaboratoriesStock | 6.9% | $18.1M | 200,000 | Added +3900% |
| SNYSanofi-AdrADR | 5.3% | $13.8M | 323,946 | Held |
| SUPNSupernus Pharmaceuticals IncCOM | 5.0% | $13.1M | 280,681 | Held |
| RAREUltragenyx Pharmaceutical inCOM | 5.0% | $13.1M | 390,879 | Held |
| VNDAVanda Pharmaceuticals IncCOM | 2.7% | $7.2M | 1,180,388 | Held |
| BNTXBiontech Se-AdrADR | 2.1% | $5.5M | 59,523 | Held |
| GSKGsk Plc-Spon ADRADR | 1.9% | $5.1M | 96,729 | Held |
| BIIBBiogen IncStock | 1.6% | $4.3M | 20,000 | Held |
| REGNRegeneron PharmaceuticalsStock | 1.4% | $3.7M | 6,000 | Added +50% |
| EMBCEmbecta CorpCOMMON STOCK | 1.4% | $3.7M | 1,135,340 | Added +54% |
| ARDXArdelyx IncCOM | 1.0% | $2.7M | 534,523 | Added +7% |
| INMDInmode LtdStock | 0.7% | $1.8M | 120,942 | Held |
| EOLSEvolus IncCOM | 0.4% | $1.1M | 157,985 | Held |
Sold out
Held at Mar 31, 2026, gone at Jun 30, 2026| Stock | % of fund in Q1 2026 | Value in Q1 2026 |
|---|---|---|
| INDVIndivior Pharmaceuticals IncCOM | 4.0% | $10.3M |
| ALKSAlkermes PLCSHS | 1.5% | $3.8M |
This filing reported values in thousands of dollars; they are shown here in dollars.