Holders — by stockHoldings — by fund
Krensavage Asset Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001609251
$263.2M
disclosed book value
18
positions
15.9%
largest position share
Positions, as of 2026-06-30
top 18 of 18 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ENTAENANTA PHARMACEUTICALS INC | 2.9M | $41.8M | 15.9% |
| 2 | JAZZJAZZ PHARMACEUTICALS PLC | 167,816 | $40.4M | 15.4% |
| 3 | UTHRUNITED THERAPEUTICS CORP | 69,282 | $37.5M | 14.3% |
| 4 | BMRNBIOMARIN PHARMACEUTICAL INC | 524,786 | $30.0M | 11.4% |
| 5 | EXELEXELIXIS INC | 370,693 | $20.2M | 7.7% |
| 6 | ABTABBOTT LABORATORIES | 200,000 | $18.1M | 6.9% |
| 7 | SNYSANOFI-ADR | 323,946 | $13.8M | 5.3% |
| 8 | SUPNSUPERNUS PHARMACEUTICALS INC | 280,681 | $13.1M | 5% |
| 9 | RAREULTRAGENYX PHARMACEUTICAL IN | 390,879 | $13.1M | 5% |
| 10 | VNDAVANDA PHARMACEUTICALS INC | 1.2M | $7.2M | 2.7% |
| 11 | BNTXBIONTECH SE-ADR | 59,523 | $5.5M | 2.1% |
| 12 | GSKGSK PLC-SPON ADR | 96,729 | $5.1M | 1.9% |
| 13 | BIIBBIOGEN INC | 20,000 | $4.3M | 1.6% |
| 14 | REGNREGENERON PHARMACEUTICALS | 6,000 | $3.7M | 1.4% |
| 15 | EMBCEMBECTA CORP | 1.1M | $3.7M | 1.4% |
| 16 | ARDXARDELYX INC | 534,523 | $2.7M | 1% |
| 17 | INMDINMODE LTD | 120,942 | $1.8M | 0.7% |
| 18 | EOLSEVOLUS INC | 157,985 | $1.1M | 0.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.