Krensavage Asset Management, LLC
13F Reported Value
ⓘ$255,697
Holdings
20
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Krensavage Asset Management, LLC disclosed 20 positions worth $255,697 in its Form 13F-HR for Q1 2026, led by $UTHR (UNITED THERAPEUTICS Corp) at 19.6% of the equity portfolio, followed by $ENTA and $JAZZ. During the quarter the fund opened 4 new positions and exited 2 — including a new stake in $EMBC and a full exit from $AVDL. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from Krensavage Asset Management, LLC’s Form 13F-HR filing with the SEC under CIK 1609251.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 80.1#46
Quality
$50.0K84,282 sh - 15.5#2,746
Quality
$36.2K2,866,138 sh - —
Quality
$31.7K167,816 sh - 74.1
Quality
$29.6K524,786 sh - 79.4
Quality
$17.8K415,693 sh - —
Quality
$15.6K323,946 sh - 45.3
Quality
$14.5K280,681 sh - 64.6
Quality
$10.3K339,532 sh - 31.0
Quality
$8.2K390,879 sh - 24.8
Quality
$8.2K1,180,388 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 UNITED THERAPEUTICS Corp$UTHR | 80.1#46 | $50.0K | 84,282 |
 ENANTA PHARMACEUTICALS INC$ENTA | 15.5#2,746 | $36.2K | 2,866,138 |
 Jazz Pharmaceuticals plc$JAZZ | — | $31.7K | 167,816 |
 BIOMARIN PHARMACEUTICAL INC$BMRN | 74.1 | $29.6K | 524,786 |
 EXELIXIS, INC.$EXEL | 79.4 | $17.8K | 415,693 |
 Sanofi$SNY | — | $15.6K | 323,946 |
 SUPERNUS PHARMACEUTICALS, INC.$SUPN | 45.3 | $14.5K | 280,681 |
 Indivior Pharmaceuticals, Inc.$INDV | 64.6 | $10.3K | 339,532 |
 Ultragenyx Pharmaceutical Inc.$RARE | 31.0 | $8.2K | 390,879 |
 Vanda Pharmaceuticals Inc.$VNDA | 24.8 | $8.2K | 1,180,388 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Krensavage Asset Management, LLC's 20 positions.
Showing top 10 of 20 holdings.
Sector Allocation
Healthcare
$255,697
Full Holdings — Krensavage Asset Management, LLC (Q1 2026)
All 20 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $UTHR | UNITED THERAPEUTICS Corp | $49,978 | 19.6% | -8% | 80.1 |
| 2 | $ENTA | ENANTA PHARMACEUTICALS INC | $36,199 | 14.2% | +4% | 15.5 |
| 3 | $JAZZ | Jazz Pharmaceuticals plc | $31,726 | 12.4% | +0% | — |
| 4 | $BMRN | BIOMARIN PHARMACEUTICAL INC | $29,645 | 11.6% | +0% | 74.1 |
| 5 | $EXEL | EXELIXIS, INC. | $17,829 | 7.0% | -16% | 79.4 |
| 6 | $SNY | Sanofi | $15,608 | 6.1% | +0% | — |
| 7 | $SUPN | SUPERNUS PHARMACEUTICALS, INC. | $14,508 | 5.7% | -10% | 45.3 |
| 8 | $INDV | Indivior Pharmaceuticals, Inc. | $10,349 | 4.0% | +0% | 64.6 |
| 9 | $RARE | Ultragenyx Pharmaceutical Inc. | $8,189 | 3.2% | +161% | 31 |
| 10 | $VNDA | Vanda Pharmaceuticals Inc. | $8,156 | 3.2% | +0% | 24.8 |
| 11 |  $EMBC | Embecta Corp. | $6,500 | 2.5% | NEW | 60.2 |
| 12 |  $GSK | GSK plc | $5,338 | 2.1% | +0% | — |
| 13 |  $BNTX | BioNTech SE | $5,290 | 2.1% | -40% | — |
| 14 |  $ALKS | Alkermes plc. | $3,813 | 1.5% | +0% | — |
| 15 |  $BIIB | BIOGEN INC. | $3,667 | 1.4% | +100% | 65.6 |
| 16 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $3,091 | 1.2% | +0% | 75.1 |
| 17 |  $ARDX | ARDELYX, INC. | $2,995 | 1.2% | NEW | 35.3 |
| 18 |  $INMD | InMode Ltd. | $1,654 | 0.7% | NEW | — |
| 19 |  $EOLS | Evolus, Inc. | $649 | 0.3% | +58% | 30 |
| 20 |  $ABT | ABBOTT LABORATORIES | $513 | 0.2% | NEW | 67 |
New Positions (4)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Krensavage Asset Management, LLC including:
Track Krensavage Asset Management, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Krensavage Asset Management, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Krensavage Asset Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Krensavage Asset Management, LLC (SEC CIK: 1609251), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Krensavage Asset Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.