§ 13F · FUND PROFILE
Krensavage Asset Management, LLC.
AUM · $263K (13F)Positions · 18Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ENTA | ENANTA PHARMACEUTICALS INC | 2.87M | $42K | — | — |
| 2 | JAZZ | JAZZ PHARMACEUTICALS PLC | 168K | $40K | — | — |
| 3 | UTHR | UNITED THERAPEUTICS CORP | 69K | $38K | — | — |
| 4 | BMRN | BIOMARIN PHARMACEUTICAL INC | 525K | $30K | — | — |
| 5 | EXEL | EXELIXIS INC | 371K | $20K | — | — |
| 6 | ABT | ABBOTT LABORATORIES | 200K | $18K | — | — |
| 7 | SNY | SANOFI-ADR | 324K | $14K | — | — |
| 8 | SUPN | SUPERNUS PHARMACEUTICALS INC | 281K | $13K | — | — |
| 9 | RARE | ULTRAGENYX PHARMACEUTICAL IN | 391K | $13K | — | — |
| 10 | VNDA | VANDA PHARMACEUTICALS INC | 1.18M | $7K | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KRENSAVAGE SIGNAL
AC read
Krensavage Asset Management, LLC is a Other fund managing $263 thousand in assets. The fund runs a focused portfolio of just 18 positions.
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