Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 1609251) reported $255.7M across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: UTHR ($50.0M, 19.55%), ENTA ($36.2M, 14.16%), JAZZ ($31.7M, 12.41%), BMRN ($29.6M, 11.59%), EXEL ($17.8M, 6.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UTHR | UNITED THERAPEUTICS CORP | $50.0M | 19.55% | 84,282 | Trimmed |
| 2 | ENTA | ENANTA PHARMACEUTICALS INC | $36.2M | 14.16% | 2.9M | Added |
| 3 | JAZZ | JAZZ PHARMACEUTICALS PLC | $31.7M | 12.41% | 167,816 | Hold |
| 4 | BMRN | BIOMARIN PHARMACEUTICAL INC | $29.6M | 11.59% | 524,786 | Hold |
| 5 | EXEL | EXELIXIS INC | $17.8M | 6.97% | 415,693 | Trimmed |
| 6 | SNY | SANOFI-ADR | $15.6M | 6.10% | 323,946 | Hold |
| 7 | SUPN | SUPERNUS PHARMACEUTICALS INC | $14.5M | 5.67% | 280,681 | Trimmed |
| 8 | INDIVIOR PHARMACEUTICALS INC | $10.3M | 4.05% | 339,532 | New | |
| 9 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $8.2M | 3.20% | 390,879 | Added |
| 10 | VNDA | VANDA PHARMACEUTICALS INC | $8.2M | 3.19% | 1.2M | Hold |
| 11 | EMBC | EMBECTA CORP | $6.5M | 2.54% | 735,340 | New |
| 12 | GSK | GSK PLC-SPON ADR | $5.3M | 2.09% | 96,729 | Hold |
| 13 | BNTX | BIONTECH SE-ADR | $5.3M | 2.07% | 59,523 | Trimmed |
| 14 | ALKS | ALKERMES PLC | $3.8M | 1.49% | 107,822 | Hold |
| 15 | BIIB | BIOGEN INC | $3.7M | 1.43% | 20,000 | Added |
| 16 | REGN | REGENERON PHARMACEUTICALS | $3.1M | 1.21% | 4,000 | Hold |
| 17 | ARDX | ARDELYX INC | $3.0M | 1.17% | 500,000 | New |
| 18 | INMD | INMODE LTD | $1.7M | 0.65% | 120,942 | New |
| 19 | EOLS | EVOLUS INC | $649,000 | 0.25% | 157,985 | Added |
| 20 | ABT | ABBOTT LABORATORIES | $513,000 | 0.20% | 5,000 | New |
| 21 | CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | Exited |
| 22 | AVDL | AVADEL PHARMACEUTICALS | $0 | 0.00% | 0 | Exited |
| 23 | INDV | INDIVIOR PLC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31