Krensavage Asset Management, LLC: 13F holdings
CIK 16092512026Q2
| Positions | 18 |
|---|
| Reported value | $263.2m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 18 (-2 vs prior quarter) |
|---|
| Reported value | $263.2m (+2.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ENTA ENANTA PHARMACEUTICALS INC | 2,866,138 | $41.8m | 15.9% |
| JAZZ PHARMACEUTICALS PLC | 167,816 | $40.4m | 15.4% |
| UTHR UNITED THERAPEUTICS CORP | 69,282 | $37.5m | 14.3% |
| BMRN BIOMARIN PHARMACEUTICAL INC | 524,786 | $30.0m | 11.4% |
| EXEL EXELIXIS INC | 370,693 | $20.2m | 7.7% |
| ABT ABBOTT LABORATORIES | 200,000 | $18.1m | 6.9% |
| SNY SANOFI-ADR | 323,946 | $13.8m | 5.3% |
| SUPN SUPERNUS PHARMACEUTICALS INC | 280,681 | $13.1m | 5.0% |
| RARE ULTRAGENYX PHARMACEUTICAL IN | 390,879 | $13.1m | 5.0% |
| VNDA VANDA PHARMACEUTICALS INC | 1,180,388 | $7.2m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1609251")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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