StockDriftsStockDriftsTop 18 Krensavage Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ENTA | ENANTA PHARMACEUTICALS INC | 15.88% | 2.87M | $41.8M | +0.00%(+0) | $19.74(-31.91%) | 2026-06-30 | |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 15.36% | 167.8K | $40.4M | +0.00%(+0) | $120.94(+103.29%) | 2026-06-30 | |
| UTHR | UNITED THERAPEUTICS CORP | 14.26% | 69.3K | $37.5M | -17.80%(-15.00K) | $85.49(+486.35%) | 2026-06-30 | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 11.41% | 524.8K | $30.0M | +0.00%(+0) | $55.07(+24.44%) | 2026-06-30 | |
| EXEL | EXELIXIS INC | 7.66% | 370.7K | $20.2M | -10.83%(-45.00K) | $20.32(+149.28%) | 2026-06-30 | |
| ABT | ABBOTT LABORATORIES | 6.89% | 200.0K | $18.1M | +3900.00%(+195.00K) | $96.75(+15.01%) | 2026-06-30 | |
| SNY | SANOFI-ADR | 5.25% | 323.9K | $13.8M | +0.00%(+0) | $49.53(-11.61%) | 2026-06-30 | |
| SUPN | SUPERNUS PHARMACEUTICALS INC | 4.96% | 280.7K | $13.1M | +0.00%(+0) | $34.24(+37.72%) | 2026-06-30 | |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | 4.96% | 390.9K | $13.1M | +0.00%(+0) | $23.72(+12.00%) | 2026-06-30 | |
| VNDA | VANDA PHARMACEUTICALS INC | 2.74% | 1.18M | $7.2M | +0.00%(+0) | $5.68(-11.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.48% | +88.27% | +15.88% | +108.92% |
| Top 20 Holdings Unweighted | +16.55% | +58.34% | +8.22% | +48.44% |
Krensavage Asset Management LLC reports $263.22M in US-listed equity holdings across 18 positions in its most recent 13F filing. Its largest disclosed positions are ENTA (15.9%), JAZZ (15.4%) and UTHR (14.3%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +88.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Krensavage Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1609251). View Krensavage Asset Management LLC’s 13F filings on SEC