Krensavage Asset Management, LLC
Position in RARE — Ultragenyx Pharmaceutical Inc.
CIK 1609251
NEW YORK, NY
Position in RARE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,051,449
+$4,862,534 QoQ
Shares Held
390,879
0.0% QoQ
Ownership
0.396%
of shares outstanding
% of Portfolio
4.96%
of 13F equity value
Holder Rank
#49
of 310 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RARE Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Krensavage Asset Management, LLC holds $164,705,918 across 9 Biotechnology names. RARE ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENTA |
Enanta Pharmaceuticals Inc
|
2,866,138 | $41,788,292 | |
| 2 | JAZZ |
Jazz Pharmaceuticals plc
|
167,816 | $40,438,621 | |
| 3 | BMRN |
Biomarin Pharmaceutical Inc
|
524,786 | $30,028,254 | |
| 4 | EXEL |
Exelixis, Inc.
|
370,693 | $20,169,406 | |
| 5 | RARE |
Ultragenyx Pharmaceutical Inc.
This page
|
390,879 | $13,051,449 | |
| 6 | VNDA |
Vanda Pharmaceuticals Inc.
|
1,180,388 | $7,223,974 | |
| 7 | BNTX |
BioNTech SE
|
59,523 | $5,538,615 | |
| 8 | REGN |
Regeneron Pharmaceuticals, Inc.
|
6,000 | $3,741,240 |
All Filings in RARE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,051,449 | 390,879 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,188,915 | 390,879 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,441,582 | 149,634 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||