Institutional
Krensavage Asset Management, LLC
CIK 0001609251
$255,697
Reported AUM
20
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | UTHR | UNITED THERAPEUTICS CORP | $526.19 | 0.28% | 78.31% | 144.20% | $50K | 19.55% | — | HELD |
| 2 | ENTA | ENANTA PHARMACEUTICALS INC | $12.78 | 2.65% | 82.56% | -77.31% | $36K | 14.16% | — | HELD |
| 3 | JAZZ | JAZZ PHARMACEUTICALS PLC | $257.40 | 0.56% | 122.16% | 94.86% | $32K | 12.41% | — | HELD |
| 4 | BMRN | BIOMARIN PHARMACEUTICAL INC | $60.35 | -1.66% | 4.55% | -27.81% | $30K | 11.59% | — | HELD |
| 5 | EXEL | EXELIXIS INC | $55.48 | 0.27% | 48.52% | 188.68% | $18K | 6.97% | — | HELD |
| 6 | SNY | SANOFI-ADR | $42.05 | -6.24% | 1.26% | 7.32% | $16K | 6.10% | — | HELD |
| 7 | SUPN | SUPERNUS PHARMACEUTICALS INC | $45.70 | -1.87% | 28.56% | 65.82% | $15K | 5.67% | — | HELD |
| 8 | INDV | INDIVIOR PHARMACEUTICALS INC | $40.13 | 0.07% | 90.50% | 203.21% | $10K | 4.05% | — | HELD |
| 9 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $25.20 | 0.80% | -11.85% | -73.96% | $8K | 3.20% | — | HELD |
| 10 | VNDA | VANDA PHARMACEUTICALS INC | $5.19 | 2.77% | 23.75% | -69.03% | $8K | 3.19% | — | HELD |
| 11 | EMBC | EMBECTA CORP | $3.65 | -0.68% | -61.67% | -86.11% | $7K | 2.54% | — | HELD |
| 12 | GSK | GSK PLC-SPON ADR | $52.09 | -2.12% | 47.00% | 58.50% | $5K | 2.09% | — | HELD |
| 13 | BNTX | BIONTECH SE-ADR | $92.39 | -0.60% | -13.33% | -71.36% | $5K | 2.07% | — | HELD |
| 14 | ALKS | ALKERMES PLC | $49.40 | 2.19% | 88.84% | 60.39% | $4K | 1.49% | — | HELD |
| 15 | BIIB | BIOGEN INC | $207.14 | -1.00% | 55.75% | -39.36% | $4K | 1.43% | — | HELD |
| 16 | REGN | REGENERON PHARMACEUTICALS | $711.64 | 2.33% | 29.20% | 7.52% | $3K | 1.21% | — | HELD |
| 17 | ARDX | ARDELYX INC | $5.03 | 0.50% | 16.28% | 257.09% | $3K | 1.17% | — | HELD |
| 18 | INMD | INMODE LTD | $15.05 | -0.69% | 10.26% | -76.85% | $2K | 0.65% | — | HELD |
| 19 | EOLS | EVOLUS INC | $5.97 | -0.91% | -34.10% | -43.11% | $649 | 0.25% | — | HELD |
| 20 | ABT | ABBOTT LABORATORIES | $105.43 | -2.38% | -15.48% | -8.29% | $513 | 0.20% | — | HELD |
Source: SEC EDGAR · accession 0001609251-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.