Latest Krensavage Asset Management, LLC Stock Portfolio

$255Million | No. of Holdings #20

Krensavage Asset Management, LLC Performance

2026 Q1+0.01%

YTD+0.01%

2025+55.92%

About Krensavage Asset Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Krensavage Asset Management, LLC reported an equity portfolio of $255.7 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Krensavage Asset Management, LLC are UTHR, ENTA, JAZZ. The fund has invested 19.6% of it's portfolio in UNITED THERAPEUTICS CORP and 14.2% of portfolio in ENANTA PHARMACEUTICALS INC. <br><br> The fund managers got completely rid off AVADEL PHARMACEUTICALS and CARDINAL HEALTH INC (CAH) stocks. They significantly reduced their stock positions in BIONTECH SE-ADR (BNTX), EXELIXIS INC (EXEL) and SUPERNUS PHARMACEUTICALS INC (SUPN). Krensavage Asset Management, LLC opened new stock positions in INDIVIOR PHARMACEUTICALS INC, EMBECTA CORP (EMBC) and ARDELYX INC (ARDX). The fund showed a lot of confidence in some stocks as they added substantially to ULTRAGENYX PHARMACEUTICAL IN (RARE), BIOGEN INC (BIIB) and EVOLUS INC (EOLS).

Krensavage Asset Management, LLC Equity Portfolio Value

Last Reported on: 15 May, 2026

$255Million

as of May 15, 2026

Krensavage Asset Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Krensavage Asset Management, LLC made a return of 0.01% in the last quarter. In trailing 12 months, it's portfolio return was 52.43%.

Performance
S&P 500

New Buys

Ticker	$ Bought
indivior pharmaceuticals inc	10,349,000
embecta corp	6,500,000
ardelyx inc	2,995,000
inmode ltd	1,654,000
abbott laboratories	513,000

New stocks bought by Krensavage Asset Management, LLC

Additions

Ticker	% Inc.
ultragenyx pharmaceutical in	161
biogen inc	100
evolus inc	57.98
enanta pharmaceuticals inc	3.61

Additions to existing portfolio by Krensavage Asset Management, LLC

Reductions

Ticker	% Reduced
biontech se-adr	-40.19
exelixis inc	-15.77
supernus pharmaceuticals inc	-10.47
united therapeutics corp	-7.67

Krensavage Asset Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
avadel pharmaceuticals	-18,444,000
indivior plc	-12,182,000
cardinal health inc	-15,155,000

Krensavage Asset Management, LLC got rid off the above stocks

Sector Distribution

Krensavage Asset Management, LLC has about 85% of it's holdings in Healthcare sector.

Healthcare
Others

Sector	%
Healthcare	85
Others	15

Market Cap. Distribution

Krensavage Asset Management, LLC has about 53.4% of it's portfolio invested in the large-cap and mega-cap stocks.

LARGE-CAP
SMALL-CAP
UNALLOCATED
MID-CAP

Category	%
LARGE-CAP	53.4
SMALL-CAP	24.3
UNALLOCATED	15
MID-CAP	7.2

Stocks belong to which Index?

About 31.9% of the stocks held by Krensavage Asset Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Others
RUSSELL 2000
S&P 500

Index	%
Others	68
RUSSELL 2000	29.1
S&P 500	2.8

Top 5 Winners (%)		%
ALKS	alkermes plc	26.4 %
UTHR	united therapeutics corp	20.9 %
GSK	gsk plc-spon adr	12.5 %
JAZZ	jazz pharmaceuticals plc	11.2 %
SUPN	supernus pharmaceuticals inc	3.8 %

Top 5 Winners ($)		$
UTHR	united therapeutics corp	9.3 M
JAZZ	jazz pharmaceuticals plc	3.2 M
ALKS	alkermes plc	0.8 M
GSK	gsk plc-spon adr	0.6 M
SUPN	supernus pharmaceuticals inc	0.6 M

Top 5 Losers (%)		%
EOLS	evolus inc	-33.6 %
VNDA	vanda pharmaceuticals inc	-21.7 %
ENTA	enanta pharmaceuticals inc	-19.6 %
RARE	ultragenyx pharmaceutical in	-6.3 %
BNTX	biontech se-adr	-5.3 %

Top 5 Losers ($)		$
ENTA	enanta pharmaceuticals inc	-8.8 M
VNDA	vanda pharmaceuticals inc	-2.3 M
BMRN	biomarin pharmaceutical inc	-1.5 M
RARE	ultragenyx pharmaceutical in	-0.6 M
BNTX	biontech se-adr	-0.5 M

Krensavage Asset Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Krensavage Asset Management, LLC

Krensavage Asset Management, LLC has 20 stocks in it's portfolio. About 86.9% of the portfolio is in top 10 stocks. ENTA proved to be the most loss making stock for the portfolio. UTHR was the most profitable stock for Krensavage Asset Management, LLC last quarter.

$255.70MTotal Value

23.00Positions

15 May, 2026Last Reported

Current holdings of Current Stock Holdings of Krensavage Asset Management, LLC, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
ABT Abbott Laboratories Abbott LaboratoriesABT Krensavage Asset Management, LLC's holding in Abbott Laboratories over time	0.2%	5,000	$513.0K 0.2%	new position

ALKS Alkermes Plc Alkermes PlcALKS Krensavage Asset Management, LLC's holding in Alkermes Plc over time	1.49%	107,822	$3.81M 1.49%	unchanged 0 percentunchanged

ARDX Ardelyx Inc Ardelyx IncARDX Krensavage Asset Management, LLC's holding in Ardelyx Inc over time	1.17%	500,000	$3.00M 1.17%	new position

BIIB Biogen Inc Biogen IncBIIB Krensavage Asset Management, LLC's holding in Biogen Inc over time	1.43%	20,000	$3.67M 1.43%	increased 100 percentadded

BMRN Biomarin Pharmaceutical Inc Biomarin Pharmaceutical IncBMRN Krensavage Asset Management, LLC's holding in Biomarin Pharmaceutical Inc over time	11.59%	524,786	$29.64M 11.59%	unchanged 0 percentunchanged

BNTX Biontech Se-Adr Biontech Se-Adr BNTX Krensavage Asset Management, LLC's holding in Biontech Se-Adr over time	2.07%	59,523	$5.29M 2.07%	decreased 40.19 percentreduced

CAH Cardinal Health Inc Cardinal Health IncCAH Krensavage Asset Management, LLC's holding in Cardinal Health Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

EMBC Embecta Corp Embecta CorpEMBC Krensavage Asset Management, LLC's holding in Embecta Corp over time	2.54%	735,340	$6.50M 2.54%	new position

ENTA Enanta Pharmaceuticals Inc Enanta Pharmaceuticals IncENTA Krensavage Asset Management, LLC's holding in Enanta Pharmaceuticals Inc over time	14.16%	2,866,140	$36.20M 14.16%	increased 3.61 percentadded

EOLS Evolus Inc Evolus IncEOLS Krensavage Asset Management, LLC's holding in Evolus Inc over time	0.25%	157,985	$649.0K 0.25%	increased 57.98 percentadded

EXEL Exelixis Inc Exelixis IncEXEL Krensavage Asset Management, LLC's holding in Exelixis Inc over time	6.97%	415,693	$17.83M 6.97%	decreased 15.77 percentreduced

GSK Gsk Plc-Spon Adr Gsk Plc-Spon Adr GSK Krensavage Asset Management, LLC's holding in Gsk Plc-Spon Adr over time	2.09%	96,729	$5.34M 2.09%	unchanged 0 percentunchanged

INMD Inmode Ltd Inmode Ltd INMD Krensavage Asset Management, LLC's holding in Inmode Ltd over time	0.65%	120,942	$1.65M 0.65%	new position

JAZZ Jazz Pharmaceuticals Plc Jazz Pharmaceuticals PlcJAZZ Krensavage Asset Management, LLC's holding in Jazz Pharmaceuticals Plc over time	12.41%	167,816	$31.73M 12.41%	unchanged 0 percentunchanged

RARE Ultragenyx Pharmaceutical In Ultragenyx Pharmaceutical InRARE Krensavage Asset Management, LLC's holding in Ultragenyx Pharmaceutical In over time	3.2%	390,879	$8.19M 3.2%	increased 161.22 percentadded

REGN Regeneron Pharmaceuticals Regeneron PharmaceuticalsREGN Krensavage Asset Management, LLC's holding in Regeneron Pharmaceuticals over time	1.21%	4,000	$3.09M 1.21%	unchanged 0 percentunchanged

SNY Sanofi-Adr Sanofi-Adr SNY Krensavage Asset Management, LLC's holding in Sanofi-Adr over time	6.1%	323,946	$15.61M 6.1%	unchanged 0 percentunchanged

SUPN Supernus Pharmaceuticals Inc Supernus Pharmaceuticals IncSUPN Krensavage Asset Management, LLC's holding in Supernus Pharmaceuticals Inc over time	5.67%	280,681	$14.51M 5.67%	decreased 10.47 percentreduced

UTHR United Therapeutics Corp United Therapeutics CorpUTHR Krensavage Asset Management, LLC's holding in United Therapeutics Corp over time	19.55%	84,282	$49.98M 19.55%	decreased 7.67 percentreduced

VNDA Vanda Pharmaceuticals Inc Vanda Pharmaceuticals IncVNDA Krensavage Asset Management, LLC's holding in Vanda Pharmaceuticals Inc over time	3.19%	1,180,390	$8.16M 3.19%	unchanged 0 percentunchanged