Krensavage Asset Management, LLC

CIK

1609251

City

NEW YORK

State / Country

Stock

UTHR — UNITED THERAPEUTICS Corp

Top Portfolio Positions

20 positions · $255,698,339 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
UTHR	UNITED THERAPEUTICS Corp Healthcare	84,282	$49,977,540	19.55%
ENTA	Enanta Pharmaceuticals Inc Healthcare	2,866,138	$36,199,322	14.16%
JAZZ	Jazz Pharmaceuticals plc Healthcare	167,816	$31,725,614	12.41%
BMRN	Biomarin Pharmaceutical Inc Healthcare	524,786	$29,645,161	11.59%
EXEL	Exelixis, Inc. Healthcare	415,693	$17,829,072	6.97%
SNY	Sanofi Healthcare	323,946	$15,607,718	6.10%
SUPN	Supernus Pharmaceuticals, Inc. Healthcare	280,681	$14,508,400	5.67%
INDV	Indivior Pharmaceuticals, Inc. Healthcare	339,532	$10,348,935	4.05%
RARE	Ultragenyx Pharmaceutical Inc. Healthcare	390,879	$8,188,915	3.20%
VNDA	Vanda Pharmaceuticals Inc. Healthcare	1,180,388	$8,156,481	3.19%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$49,977,540	84,282	-7.7%	Shares	Sole	2026-05-15
2025-12-31	$44,477,154	91,282	-6.5%	Shares	Sole	2026-02-18
2025-09-30	$40,934,179	97,646	-3.5%	Shares	Sole	2025-11-17
2025-06-30	$29,064,303	101,146	+3.0%	Shares	Sole	2025-08-15
2025-03-31	$30,280,745	98,228	+6.7%	Shares	Sole	2025-05-15
2024-12-31	$32,481,391	92,057	-8.2%	Shares	Sole	2025-02-18
2024-09-30	$35,953,972	100,332	-15.1%	Shares	Sole	2024-11-15
2024-06-30	$37,655,158	118,208	-24.6%	Shares	Sole	2024-08-15
2024-03-31	$36,000,340	156,714	-22.0%	Shares	Sole	2024-05-15
2023-12-31	$44,169,744	200,872	-0.2%	Shares	Sole	2024-02-14
2023-09-30	$45,450,013	201,222	-0.7%	Shares	Sole	2023-11-15
2023-06-30	$44,749,336	202,715	+0.3%	Shares	Sole	2023-08-11
2023-03-31	$45,264,555	202,110	+5.2%	Shares	Sole	2023-05-16
2022-12-31	$53,406,628	192,048	-4.2%	Shares	Sole	2023-02-15
2022-09-30	$41,961,217	200,407	-0.4%	Shares	Sole	2022-11-15
2022-06-30	$47,417,365	201,228	-0.2%	Shares	Sole	2022-08-16
2022-03-31	$36,171,208	201,612	-1.6%	Shares	Sole	2022-05-17
2021-12-31	$44,255,776	204,812	-1.2%	Shares	Sole	2022-02-15
2021-09-30	$38,261,034	207,287	-5.6%	Shares	Sole	2021-11-16
2021-06-30	$39,414,582	219,690	-11.9%	Shares	Sole	2021-08-13
2021-03-31	$41,720,650	249,421	-22.7%	Shares	Sole	2021-05-18
2020-12-31	$48,957,891	322,537	-24.3%	Shares	Sole	2021-02-17
2020-09-30	$43,047,715	426,215	-9.8%	Shares	Sole	2020-12-08
2020-06-30	$57,178,308	472,548	-12.4%	Shares	Sole	2020-08-20
2020-03-31	$51,174,630	539,646	—	Shares	Sole	2020-05-18
No 13F history on record for this holder in this stock.