13FBOX
Krensavage Asset Management, LLC · 13F Holdings
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Krensavage Asset Management, LLC

No.6211 Data as of 2026Q2
Latest AUM (Q2 2026)
$263.2M
QoQ Change Q1 2026
+$7.5M+2.9%
Holdings
18
New Buys
0
Adds
4
Reduces
2
Exits
2
Unchanged
12
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ENANTA PHARMACEUTICALS INCENTA
15.88%14.16%$41.8M2.9M$36.2M2.9M00.00%Unchanged
JAZZ PHARMACEUTICALS PLCJAZZ
15.36%12.41%$40.4M167,816$31.7M167,81600.00%Unchanged
UNITED THERAPEUTICS CORP DELUTHR
14.26%19.55%$37.5M69,282$50.0M84,282-15,000-17.80%Reduce
BIOMARIN PHARMACEUTICAL INCBMRN
11.41%11.59%$30.0M524,786$29.6M524,78600.00%Unchanged
EXELIXIS INCEXEL
7.66%6.97%$20.2M370,693$17.8M415,693-45,000-10.83%Reduce
ABBOTT LABORATORIESABT
6.89%0.2%$18.1M200,000$513,0005,000+195,000+3,900.00%Add
SSANOFI SA SPONSORED ADRSNY
5.25%6.1%$13.8M323,946$15.6M323,94600.00%Unchanged
SUPERNUS PHARMACEUTICALSSUPN
4.96%5.67%$13.1M280,681$14.5M280,68100.00%Unchanged
UULTRAGENYX PHARMACEUTICAL INRARE
4.96%3.2%$13.1M390,879$8.2M390,87900.00%Unchanged
VANDA PHARMACEUTICALS INCVNDA
2.74%3.19%$7.2M1.2M$8.2M1.2M00.00%Unchanged
BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX
2.1%2.07%$5.5M59,523$5.3M59,52300.00%Unchanged
GSK PLC SPONSORED ADRGSK
1.93%2.09%$5.1M96,729$5.3M96,72900.00%Unchanged
BIOGEN INCBIIB
1.64%1.43%$4.3M20,000$3.7M20,00000.00%Unchanged
REGENERON PHARMACEUTICALSREGN
1.42%1.21%$3.7M6,000$3.1M4,000+2,000+50.00%Add
EEMBECTA CORPEMBC
1.41%2.54%$3.7M1.1M$6.5M735,340+400,000+54.40%Add
AARDELYX INCARDX
1.04%1.17%$2.7M534,523$3.0M500,000+34,523+6.90%Add
INMODE LTDINMD
0.67%0.65%$1.8M120,942$1.7M120,94200.00%Unchanged
EEVOLUS INC COMEOLS
0.42%0.25%$1.1M157,985$649,000157,98500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow