Krensavage Asset Management, LLC
CIK: 0001609251SEC EDGAR →
Portfolio Value
$283.1M
Holdings
18
As of
Q4 2025
New Positions
3
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP | 91,282 | $44.5M | 15.71% |
| 2 | ENANTA PHARMACEUTICALS INC | 2,766,390 | $43.6M | 15.41% |
| 3 | BIOMARIN PHARMACEUTICAL INC | 524,786 | $31.2M | 11.02% |
| 4 | JAZZ PHARMACEUTICALS PLC | 167,816 | $28.5M | 10.08% |
| 5 | EXELIXIS INC | 493,526 | $21.6M | 7.64% |
| 6 | AVADEL PHARMACEUTICALS | 855,860 | $18.4M | 6.51% |
| 7 | SANOFI-ADR | 323,946 | $15.7M | 5.54% |
| 8 | SUPERNUS PHARMACEUTICALS INC | 313,499 | $15.6M | 5.50% |
| 9 | CARDINAL HEALTH INC | 73,745 | $15.2M | 5.35% |
| 10 | — INDIVIOR PLC | 339,532 | $12.2M | 4.30% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 15 | $204.8M | 72.3% |
| Unknown | 3 | $78.3M | 27.7% |