Krensavage Asset Management
NEW YORK, NYfiles as Krensavage Asset Management, LLC
$263m in 18 US stocks at the end of 30 June 2026. The top 10 are 89.4% of the money. It changed about 14.5% of the portfolio this quarter.
Value
$263m
Stocks
18
Top 10 share
89.4%
Turnover
14.5%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Abbott LaboratoriesABT6.9% of the fund+3900%
- Regeneron PharmaceuticalsREGN1.4% of the fund+50%
- EmbectaEMBC1.4% of the fund+54%
- ArdelyxARDX1.0% of the fund+7%
Cut
Sold some of their stake.
- United TherapeuticsUTHR14.3% of the fund-18%
- ExelixisEXEL7.7% of the fund-11%
Sold out
Sold their entire stake.
Holdings
- Sanofi SASNY
- Share
- 5.3%
- Value
- $14m
- Shares
- 323,946
Held
- Biontech SEBNTX
- Share
- 2.1%
- Value
- $6m
- Shares
- 59,523
Held
- GSKGSK
- Share
- 1.9%
- Value
- $5m
- Shares
- 96,729
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Enanta PharmaceuticalsENTA | 15.9% | $42m | 2,866,138 | Held |
| Jazz PharmaceuticalsJAZZ | 15.4% | $40m | 167,816 | Held |
| United TherapeuticsUTHR | 14.3% | $38m | 69,282 | -18% |
| Biomarin PharmaceuticalBMRN | 11.4% | $30m | 524,786 | Held |
| ExelixisEXEL | 7.7% | $20m | 370,693 | -11% |
| Abbott LaboratoriesABT | 6.9% | $18m | 200,000 | +3900% |
| Sanofi SASNY | 5.3% | $14m | 323,946 | Held |
| Supernus PharmaceuticalsSUPN | 5.0% | $13m | 280,681 | Held |
| Ultragenyx PharmaceuticalRARE | 5.0% | $13m | 390,879 | Held |
| Vanda PharmaceuticalsVNDA | 2.7% | $7m | 1,180,388 | Held |
| Biontech SEBNTX | 2.1% | $6m | 59,523 | Held |
| GSKGSK | 1.9% | $5m | 96,729 | Held |
| BiogenBIIB | 1.6% | $4m | 20,000 | Held |
| Regeneron PharmaceuticalsREGN | 1.4% | $4m | 6,000 | +50% |
| EmbectaEMBC | 1.4% | $4m | 1,135,340 | +54% |
| ArdelyxARDX | 1.0% | $3m | 534,523 | +7% |
| InModeINMD | 0.7% | $2m | 120,942 | Held |
| EvolusEOLS | 0.4% | $1m | 157,985 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 39.3% since 30 June 2025.
Where the money is
Health care90.7%
Other9.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.