Krensavage Asset Management, LLC
CIK 1609251 · Holdings on Dec 31, 2025 · First reported Feb 18, 2026
Top ten holdings
Q4 2025- UTHR15.71%
- ENTA15.41%
- BMRN11.02%
- JAZZ10.08%
- EXEL7.64%
- AVDL6.51%
- SNY5.54%
- SUPN5.50%
- CAH5.35%
- INDV4.30%
Share classes counted separately87.06%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ENTAWeight increased · +4.63 pp10.78% → 15.41%Shares +651.95K (+30.83%)
- GSKWeight decreased · -3.32 pp5.00% → 1.68%Shares -175.00K (-64.40%)
- SUPNWeight decreased · -1.90 pp7.40% → 5.50%Shares -49.98K (-13.75%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 18
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | UTHRUNITED THERAPEUTICS CORP View history and evidence | $44.48M | 15.71% | 91.28K shares | 17.44% → 15.71%-1.73 pp -6.36K (-6.52%) | Reduced | ↗▾ |
| 02 | ENTAENANTA PHARMACEUTICALS INC View history and evidence | $43.63M | 15.41% | 2.77M shares | 10.78% → 15.41%+4.63 pp +651.95K (+30.83%) | Added | ↗▾ |
| 03 | BMRNBIOMARIN PHARMACEUTICAL INC View history and evidence | $31.19M | 11.02% | 524.79K shares | 9.36% → 11.02%+1.66 pp +119.34K (+29.43%) | Added | ↗▾ |
| 04 | JAZZJAZZ PHARMACEUTICALS PLC View history and evidence | $28.53M | 10.08% | 167.82K shares | 9.42% → 10.08%+0.66 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | EXELEXELIXIS INC View history and evidence | $21.63M | 7.64% | 493.53K shares | 9.12% → 7.64%-1.48 pp -25.00K (-4.82%) | Reduced | ↗▾ |
| 06 | AVDLAVADEL PHARMACEUTICALS View history and evidence | $18.44M | 6.51% | 855.86K shares | 6.22% → 6.51%+0.29 pp -100.00K (-10.46%) | Reduced | ↗▾ |
| 07 | SNYSANOFI-ADR View history and evidence | $15.70M | 5.54% | 323.95K shares | 6.51% → 5.54%-0.97 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | SUPNSUPERNUS PHARMACEUTICALS INC View history and evidence | $15.58M | 5.50% | 313.50K shares | 7.40% → 5.50%-1.90 pp -49.98K (-13.75%) | Reduced | ↗▾ |
| 09 | CAHCARDINAL HEALTH INC View history and evidence | $15.15M | 5.35% | 73.75K shares | 4.93% → 5.35%+0.42 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | INDVINDIVIOR PLC View history and evidence | $12.18M | 4.30% | 339.53K shares | 3.49% → 4.30%+0.81 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1609251 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-18
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 283112
}Take these holdings further.
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