Q1 2026 · 13F-HR
Krensavage Asset Management, LLCholdings as filed
Filed 2026-05-15 · accession 0001609251-26-000004
$255,697
Reported value
20
Positions
2026-03-31
Period end
The Brief · Krensavage Asset Management, LLC · Q1 2026
AI · grounded in 13F
Krensavage Asset Management, LLC closed its position in AVDL for a reduction of $18,444. The fund also exited CAH and INDV (Indivior PLC), while establishing a new position in INDV (Indivior Pharmaceuticals Inc) worth $10,349. Additionally, the manager increased its stake in RARE by 161.22% and doubled its holding in BIIB.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $49,978 | 19.5% | 84,282 | Common | SOLE |
| 29251M106 | ENTA | ENANTA PHARMACEUTICALS INC | $36,199 | 14.2% | 2,866,138 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMACEUTICALS PLC | $31,726 | 12.4% | 167,816 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $29,645 | 11.6% | 524,786 | Common | SOLE |
| 30161Q104 | EXEL | EXELIXIS INC | $17,829 | 6.97% | 415,693 | Common | SOLE |
| 80105N105 | SNY | SANOFI-ADR | $15,608 | 6.10% | 323,946 | Common | SOLE |
| 868459108 | SUPN | SUPERNUS PHARMACEUTICALS INC | $14,508 | 5.67% | 280,681 | Common | SOLE |
| 45579U109 | INDV | INDIVIOR PHARMACEUTICALS INC | $10,349 | 4.05% | 339,532 | Common | SOLE |
| 90400D108 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $8,189 | 3.20% | 390,879 | Common | SOLE |
| 921659108 | VNDA | VANDA PHARMACEUTICALS INC | $8,156 | 3.19% | 1,180,388 | Common | SOLE |
| 29082K105 | EMBC | EMBECTA CORP | $6,500 | 2.54% | 735,340 | Common | SOLE |
| 37733W204 | GSK | GSK PLC-SPON ADR | $5,338 | 2.09% | 96,729 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE-ADR | $5,290 | 2.07% | 59,523 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $3,813 | 1.49% | 107,822 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $3,667 | 1.43% | 20,000 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $3,091 | 1.21% | 4,000 | Common | SOLE |
| 039697107 | ARDX | ARDELYX INC | $2,995 | 1.17% | 500,000 | Common | SOLE |
| M5425M103 | INMD | INMODE LTD | $1,654 | 0.65% | 120,942 | Common | SOLE |
| 30052C107 | EOLS | EVOLUS INC | $649 | 0.25% | 157,985 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABORATORIES | $513 | 0.20% | 5,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.