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Krensavage Asset Management, LLC

Period ended Jun 30, 2026 · Latest filing Aug 14, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Jun 30, 2026: $263,223

More quarters will appear as history becomes available.

Top holdings

Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. ENANTA PHARMACEUTICALS INC · COM · 29251M106 · shares: $41,788
  2. JAZZ PHARMACEUTICALS PLC · COM · G50871105 · shares: $40,439
  3. UNITED THERAPEUTICS CORP · COM · 91307C102 · shares: $37,539
  4. BIOMARIN PHARMACEUTICAL INC · COM · 09061G101 · shares: $30,028
  5. EXELIXIS INC · COM · 30161Q104 · shares: $20,169
  6. ABBOTT LABORATORIES · COM · 002824100 · shares: $18,148
  7. SANOFI-ADR · COM · 80105N105 · shares: $13,820
  8. SUPERNUS PHARMACEUTICALS INC · COM · 868459108 · shares: $13,054
  9. ULTRAGENYX PHARMACEUTICAL IN · COM · 90400D108 · shares: $13,051
  10. VANDA PHARMACEUTICALS INC · COM · 921659108 · shares: $7,224

Reported holdings

18 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
ENANTA PHARMACEUTICALS INCCOM29251M106 — 2,866,138 shares $41,788
JAZZ PHARMACEUTICALS PLCCOMG50871105 — 167,816 shares $40,439
UNITED THERAPEUTICS CORPCOM91307C102 — 69,282 shares $37,539
BIOMARIN PHARMACEUTICAL INCCOM09061G101 — 524,786 shares $30,028
EXELIXIS INCCOM30161Q104 — 370,693 shares $20,169
ABBOTT LABORATORIESCOM002824100 — 200,000 shares $18,148
SANOFI-ADRCOM80105N105 — 323,946 shares $13,820
SUPERNUS PHARMACEUTICALS INCCOM868459108 — 280,681 shares $13,054
ULTRAGENYX PHARMACEUTICAL INCOM90400D108 — 390,879 shares $13,051
VANDA PHARMACEUTICALS INCCOM921659108 — 1,180,388 shares $7,224
BIONTECH SE-ADRCOM09075V102 — 59,523 shares $5,539
GSK PLC-SPON ADRCOM37733W204 — 96,729 shares $5,071
BIOGEN INCCOM09062X103 — 20,000 shares $4,321
REGENERON PHARMACEUTICALSCOM75886F107 — 6,000 shares $3,741
EMBECTA CORPCOM29082K105 — 1,135,340 shares $3,701
ARDELYX INCCOM039697107 — 534,523 shares $2,726
INMODE LTDCOMM5425M103 — 120,942 shares $1,768
EVOLUS INCCOM30052C107 — 157,985 shares $1,096