Krensavage Asset Management, LLC

CIK

1609251

Location

NEW YORK, NY

Portfolio Value

Small $263,224,522

Diversification

Diversified

Filing Date

Global Rank

#5,608 / 8,798 ▼ 700 · as of Jun 2026

Top Industry

Biotechnology 62.6%

3Y Alpha vs SPY

-1.2%

Period ended 3 months ago

Filed Aug 14, 2026 · 57d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.9%

−3.7 pts

Top 5

64.6%

−0.1 pts

Top 10

89.4%

+2.5 pts

HHI

1,029

Diversified−20

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	100.0%	$263,224,522	18

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
EMBC	Embecta Corp.	+400,000	1,135,340	$3,701,208
ABT	Abbott Laboratories	+195,000	200,000	$18,148,000
ARDX	Ardelyx, Inc.	+34,523	534,523	$2,726,067
REGN	Regeneron Pharmaceuticals, Inc.	+2,000	6,000	$3,741,240
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
EXEL	Exelixis, Inc.	−45,000	370,693	$20,169,406
UTHR	UNITED THERAPEUTICS Corp	−15,000	69,282	$37,539,066
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
INDV	Indivior Pharmaceuticals, Inc.	339,532	$10,348,935
ALKS	Alkermes plc.	107,822	$3,812,585
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

18 tracked positions · $263,224,522 total · filing declares 18 positions · $263,223 · as of Jun 30, 2026

All sectors Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ENTA	Enanta Pharmaceuticals Inc Healthcare	Held	2,866,138	0	$41,788,292	+15.4%	15.88%
JAZZ	Jazz Pharmaceuticals plc Healthcare	Held	167,816	0	$40,438,621	+27.5%	15.36%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Reduced	69,282	-15,000	$37,539,066	−24.9%	14.26%
BMRN	Biomarin Pharmaceutical Inc Healthcare	Held	524,786	0	$30,028,254	+1.3%	11.41%
EXEL	Exelixis, Inc. Healthcare	Reduced	370,693	-45,000	$20,169,406	+13.1%	7.66%
ABT	Abbott Laboratories Healthcare	Added	200,000	+195,000	$18,148,000	+3435.2%	6.89%
SNY	Sanofi Healthcare	Held	323,946	0	$13,819,536	−11.5%	5.25%
SUPN	Supernus Pharmaceuticals, Inc. Healthcare	Held	280,681	0	$13,054,473	−10.0%	4.96%
RARE	Ultragenyx Pharmaceutical Inc. Healthcare	Held	390,879	0	$13,051,449	+59.4%	4.96%
VNDA	Vanda Pharmaceuticals Inc. Healthcare	Held	1,180,388	0	$7,223,974	−11.4%	2.74%
BNTX	BioNTech SE Healthcare	Held	59,523	0	$5,538,615	+4.7%	2.10%
GSK	GSK plc Healthcare	Held	96,729	0	$5,070,534	−5.0%	1.93%
BIIB	Biogen Inc. Healthcare	Held	20,000	0	$4,321,200	+17.9%	1.64%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	6,000	+2,000	$3,741,240	+21.1%	1.42%
EMBC	Embecta Corp. Healthcare	Added	1,135,340	+400,000	$3,701,208	−43.1%	1.41%
ARDX	Ardelyx, Inc. Healthcare	Added	534,523	+34,523	$2,726,067	−9.0%	1.04%
INMD	InMode Ltd. Healthcare	Held	120,942	0	$1,768,172	+6.9%	0.67%
EOLS	Evolus, Inc. Healthcare	Held	157,985	0	$1,096,415	+68.9%	0.42%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.