account_balance
Investment manager · 13F filer · SEC CIK 1609251
Krensavage Asset Management, LLC
Reported value$263Kas of Jun 30, 2026
Positions18 0 new, 2 sold out
Top 10 weight89.4%ENTA alone is 16%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ENTAEnanta Pharmaceuticals Inc
15.9%
JAZZJazz Pharmaceuticals PLC
15.4%
UTHRUnited Therapeutics Corp
14.3%Trimmed −18%
BMRNBiomarin Pharmaceutical Inc
11.4%
EXELExelixis Inc
7.7%Trimmed −11%
ABTAbbott Laboratories
6.9%Added +3900%
SNYSanofi-adr
5.3%
SUPNSupernus Pharmaceuticals Inc
5.0%
RAREUltragenyx Pharmaceutical In
5.0%
VNDAVanda Pharmaceuticals Inc
2.7%
BNTXBiontech Se-adr
2.1%
GSK1.9%ENTAEnanta Pharmaceuticals Inc
15.9%
JAZZJazz Pharmaceuticals PLC
15.4%
UTHRUnited Therapeutics Corp
14.3%Trimmed −18%
BMRNBiomarin Pharmaceutical Inc
11.4%
EXEL7.7%ABT6.9%SNY5.3%SUPN5.0%RARE5.0%VNDA2.7%BNTX2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ENTA Enanta Pharmaceuticals Inc 15.9% HeldJAZZ Jazz Pharmaceuticals PLC 15.4% HeldUTHR United Therapeutics Corp 14.3% Trimmed −18%BMRN Biomarin Pharmaceutical Inc 11.4% HeldEXEL Exelixis Inc 7.7% Trimmed −11%ABT Abbott Laboratories 6.9% Added +3900%SNY Sanofi-adr 5.3% HeldSUPN Supernus Pharmaceuticals Inc 5.0% HeldRARE Ultragenyx Pharmaceutical In 5.0% HeldVNDA Vanda Pharmaceuticals Inc 2.7% HeldBNTX Biontech Se-adr 2.1% HeldGSK GSK Plc-spon ADR 1.9% Held
What changed