Institutional Fund
Krensavage Asset Management, LLC
New York, NYCIK 16092515 filings on record
Portfolio Value
$255.7K
Q1 2026
Holdings
20
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-9.7%
from $283.1K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- United Therapeutics Corp Del19.5%
- Enanta Pharmaceuticals Inc14.2%
- Jazz Pharmaceuticals PLC12.4%
- Biomarin Pharmaceutical Inc11.6%
- Exelixis Inc7.0%
- Sanofi SA6.1%
- Other29.2%
Portfolio Holdings
20 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | United Therapeutics Corp Del | 84.3K | $50.0K | 19.5% | −7.0K | Reduced |
| 2 | Enanta Pharmaceuticals Inc | 2.87M | $36.2K | 14.2% | +99.7K | Added |
| 3 | Jazz Pharmaceuticals PLC | 167.8K | $31.7K | 12.4% | 0 | Held |
| 4 | Biomarin Pharmaceutical Inc | 524.8K | $29.6K | 11.6% | 0 | Held |
| 5 | Exelixis Inc | 415.7K | $17.8K | 7.0% | −77.8K | Reduced |
| 6 | Sanofi SA | 323.9K | $15.6K | 6.1% | 0 | Held |
| 7 | Supernus Pharmaceuticals Inc | 280.7K | $14.5K | 5.7% | −32.8K | Reduced |
| 8 | Indivior Pharmaceuticals Inc | 339.5K | $10.3K | 4.0% | +339.5K | New |
| 9 | Ultragenyx Pharmaceutical In | 390.9K | $8.2K | 3.2% | +241.2K | Added |
| 10 | Vanda Pharmaceuticals Inc | 1.18M | $8.2K | 3.2% | 0 | Held |
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