§ 13F · FUND PROFILE
Krensavage Asset Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 18Turnover · — · Q4Filed · Feb 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$283.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | UTHR | UNITED THERAPEUTICS CORP | 91K | $44.5B | 15.7% | NEW |
| 2 | ENTA | ENANTA PHARMACEUTICALS INC | 2.77M | $43.6B | 15.4% | NEW |
| 3 | BMRN | BIOMARIN PHARMACEUTICAL INC | 525K | $31.2B | 11.0% | NEW |
| 4 | JAZZ | JAZZ PHARMACEUTICALS PLC | 168K | $28.5B | 10.1% | NEW |
| 5 | EXEL | EXELIXIS INC | 494K | $21.6B | 7.6% | NEW |
| 6 | AVDL | AVADEL PHARMACEUTICALS | 856K | $18.4B | 6.5% | NEW |
| 7 | SNY | SANOFI-ADR | 324K | $15.7B | 5.5% | NEW |
| 8 | SUPN | SUPERNUS PHARMACEUTICALS INC | 313K | $15.6B | 5.5% | NEW |
| 9 | CAH | CARDINAL HEALTH INC | 74K | $15.2B | 5.4% | NEW |
| 10 | INDV | INDIVIOR PLC | 340K | $12.2B | 4.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KRENSAVAGE SIGNAL
AC read
Krensavage Asset Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed