Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Krensavage Asset Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Name: Krensavage Asset Management, LLC 13F Holdings (2026-06-30)
Creator: ko.io

Krensavage Asset Management, LLC (CIK 1609251) reported $263.2M across 18 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ENTA ($41.8M, 15.88%), JAZZ ($40.4M, 15.36%), UTHR ($37.5M, 14.26%), BMRN ($30.0M, 11.41%), EXEL ($20.2M, 7.66%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	ENTA	ENANTA PHARMACEUTICALS INC	$41.8M	15.88%	2.9M	Hold
2	JAZZ	JAZZ PHARMACEUTICALS PLC	$40.4M	15.36%	167,816	Hold
3	UTHR	UNITED THERAPEUTICS CORP	$37.5M	14.26%	69,282	Trimmed
4	BMRN	BIOMARIN PHARMACEUTICAL INC	$30.0M	11.41%	524,786	Hold
5	EXEL	EXELIXIS INC	$20.2M	7.66%	370,693	Trimmed
6	ABT	ABBOTT LABORATORIES	$18.1M	6.89%	200,000	Added
7	SNY	SANOFI-ADR	$13.8M	5.25%	323,946	Hold
8	SUPN	SUPERNUS PHARMACEUTICALS INC	$13.1M	4.96%	280,681	Hold
9	RARE	ULTRAGENYX PHARMACEUTICAL IN	$13.1M	4.96%	390,879	Hold
10	VNDA	VANDA PHARMACEUTICALS INC	$7.2M	2.74%	1.2M	Hold
11	BNTX	BIONTECH SE-ADR	$5.5M	2.10%	59,523	Hold
12	GSK	GSK PLC-SPON ADR	$5.1M	1.93%	96,729	Hold
13	BIIB	BIOGEN INC	$4.3M	1.64%	20,000	Hold
14	REGN	REGENERON PHARMACEUTICALS	$3.7M	1.42%	6,000	Added
15	EMBC	EMBECTA CORP	$3.7M	1.41%	1.1M	Added
16	ARDX	ARDELYX INC	$2.7M	1.04%	534,523	Added
17	INMD	INMODE LTD	$1.8M	0.67%	120,942	Hold
18	EOLS	EVOLUS INC	$1.1M	0.42%	157,985	Hold
19	INDV	INDIVIOR PHARMACEUTICALS INC	$0	0.00%	0	Exited
20	ALKS	ALKERMES PLC	$0	0.00%	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30