Krensavage Asset Management, LLC 13F Holdings

CIK 0001609251 · NEW YORK, NY

As of Sep 30, 2025, Krensavage Asset Management, LLC reported 17 positions worth $234.7K in its SEC Form 13F filing.

Top 17 holdings

SecurityTickerSectorSharesValue% of portfolio
UNITED THERAPEUTICS CORPUTHRHealthcare97,646$40.9K17.44%
ENANTA PHARMACEUTICALS INCENTAHealthcare2,114,444$25.3K10.78%
JAZZ PHARMACEUTICALS PLCJAZZHealthcare167,816$22.1K9.42%
BIOMARIN PHARMACEUTICAL INCBMRNHealthcare405,450$22.0K9.36%
EXELIXIS INCEXELHealthcare518,526$21.4K9.12%
SUPERNUS PHARMACEUTICALS INCSUPNHealthcare363,479 7.4K7.40%
SANOFISNYEquity323,946 5.3K6.51%
AVADEL PHARMACEUTICALS PLCAVDLHealthcare955,860 4.6K6.22%
GSK PLCGSKHealthcare271,729 1.7K5.00%
CARDINAL HEALTH INCCAHHealthcare73,745 1.6K4.93%
INDIVIOR PLCINDVHealthcare339,532$8.2K3.49%
BIONTECH SEBNTXHealthcare79,366$7.8K3.33%
ALKERMES PLCALKSHealthcare207,822$6.2K2.66%
VANDA PHARMACEUTICALS INCVNDAHealthcare1,180,388$5.9K2.51%
REGENERON PHARMACEUTICALS INCREGNHealthcare4,000$2.2K0.96%
BIOGEN INCBIIBHealthcare10,000 .4K0.60%
EVOLUS INCEOLSHealthcare100,000$614.00.26%