Position in ARDX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,995,000
New position
Shares Held
500,000
first reported quarter
Ownership
0.202%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Biotechnology
Healthcare · as of Mar 31, 2026Krensavage Asset Management, LLC holds $143,120,529 across 9 Biotechnology names. ARDX ranks #9 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENTA |
Enanta Pharmaceuticals Inc
|
2,866,138 | $36,199,322 | |
| 2 | JAZZ |
Jazz Pharmaceuticals plc
|
167,816 | $31,725,614 | |
| 3 | BMRN |
Biomarin Pharmaceutical Inc
|
524,786 | $29,645,161 | |
| 4 | EXEL |
Exelixis, Inc.
|
415,693 | $17,829,072 | |
| 5 | RARE |
Ultragenyx Pharmaceutical Inc.
|
390,879 | $8,188,915 | |
| 6 | VNDA |
Vanda Pharmaceuticals Inc.
|
1,180,388 | $8,156,481 | |
| 7 | BNTX |
BioNTech SE
|
59,523 | $5,290,404 | |
| 8 | REGN |
Regeneron Pharmaceuticals, Inc.
|
4,000 | $3,090,560 |
All Filings in ARDX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,995,000 | 500,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||