13F Insight
DOSSIER · 13F-HR · Q1 2026

Krensavage Asset Management, LLC

$256M in tracked AUM across 20 positions as of Q1 2026.

KA
CIK 0001609251 · last filed Mar 31, 2026
Total AUM
$256M
as of Q1 2026
Holdings
20
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Krensavage Asset Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
UTHR
UNITED THERAPEUTICS CORP
$50M84K19.5%02
ENTA
ENANTA PHARMACEUTICALS INC
$36M2.9M14.2%03
G50871105
JAZZ PHARMACEUTICALS PLC
$32M168K12.4%04
BMRN
BIOMARIN PHARMACEUTICAL INC
$30M525K11.6%05
EXEL
EXELIXIS INC
$18M416K7.0%06
SNY
SANOFI-ADR
$16M324K6.1%07
SUPN
SUPERNUS PHARMACEUTICALS INC
$15M281K5.7%08
45579U109
INDIVIOR PHARMACEUTICALS INC
$10M340K4.0%09
RARE
ULTRAGENYX PHARMACEUTICAL IN
$8M391K3.2%10
VNDA
VANDA PHARMACEUTICALS INC
$8M1.2M3.2%

Filing history

2026Q1Mar 31
$256M▼ 9.7%
20 positionsView →2025Q4Dec 31
$283M▲ 33.9%
18 positionsView →2025Q3Sep 30
$211M▲ 11.9%
15 positionsView →2025Q2Jun 30
$189M▲ 15.7%
15 positionsLocked2025Q1Mar 31
$163M▼ 3.4%
12 positionsLocked2024Q4Dec 31
$169M▼ 5.3%
12 positionsLocked2024Q3Sep 30
$178M▼ 18.1%
13 positionsLocked2024Q2Jun 30
$218M▼ 3.4%
13 positionsLocked2024Q1Mar 31
$226M▼ 20.0%
12 positionsLocked2023Q4Dec 31
$282M▲ 3.8%
12 positionsLocked2023Q3Sep 30
$272M▼ 13.9%
12 positionsLocked2023Q2Jun 30
$316M▼ 4.1%
12 positionsLocked
Showing 12 of 43