Krensavage Asset Management, LLC Long-Term Concentrated

Location: New York, NY

CIK: 0001609251 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $256M

Holdings (20)

UTHR UNITED THERAPEUTICS CORP 19.5%

Value $49.98M Shares 84,282 Est. Cost $146.00 Unrealized +229.1%

ENTA ENANTA PHARMACEUTICALS INC 14.2%

Value $36.2M Shares 2,866,138 Est. Cost $19.71 Unrealized -31.5%

JAZZ JAZZ PHARMACEUTICALS PLC 12.4%

Value $31.73M Shares 167,816 Est. Cost $117.78 Unrealized +43.6%

BMRN BIOMARIN PHARMACEUTICAL INC 11.6%

Value $29.64M Shares 524,786 Est. Cost $56.56 Unrealized +3.8%

EXEL EXELIXIS INC 7.0%

Value $17.83M Shares 415,693 Est. Cost $19.77 Unrealized +121.4%

SNY SANOFI-ADR 6.1%

Value $15.61M Shares 323,946 Est. Cost $48.35 Unrealized —

SUPN SUPERNUS PHARMACEUTICALS INC 5.7%

Value $14.51M Shares 280,681 Est. Cost $35.15 Unrealized +43.7%

INDV INDIVIOR PHARMACEUTICALS INC 4.0%

Value $10.35M Shares 339,532 Est. Cost $34.29 Unrealized 0.0%

RARE ULTRAGENYX PHARMACEUTICAL IN 3.2%

Value $8.189M Shares 390,879 Est. Cost $27.01 Unrealized -13.5%

VNDA VANDA PHARMACEUTICALS INC 3.2%

Value $8.156M Shares 1,180,388 Est. Cost $4.75 Unrealized +57.9%

EMBC EMBECTA CORP 2.5%

Value $6.5M Shares 735,340 Est. Cost $11.20 Unrealized 0.0%

GSK GSK PLC-SPON ADR 2.1%

Value $5.338M Shares 96,729 Est. Cost $38.74 Unrealized —

BNTX BIONTECH SE-ADR 2.1%

Value $5.29M Shares 59,523 Est. Cost $92.42 Unrealized —

ALKS ALKERMES PLC 1.5%

Value $3.813M Shares 107,822 Est. Cost $18.83 Unrealized +71.8%

BIIB BIOGEN INC 1.4%

Value $3.667M Shares 20,000 Est. Cost $159.21 Unrealized +15.1%

REGN REGENERON PHARMACEUTICALS 1.2%

Value $3.091M Shares 4,000 Est. Cost $556.12 Unrealized +38.3%

ARDX ARDELYX INC 1.2%

Value $2.995M Shares 500,000 Est. Cost $7.08 Unrealized 0.0%

INMD INMODE LTD 0.6%

Value $1.654M Shares 120,942 Est. Cost $14.72 Unrealized 0.0%

EOLS EVOLUS INC 0.3%

Value $649K Shares 157,985 Est. Cost $6.73 Unrealized -27.3%

ABT ABBOTT LABORATORIES 0.2%

Value $513K Shares 5,000 Est. Cost $115.41 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
UTHR	UNITED THERAPEUTICS CORP	84,282	$49.98M	19.5%	$146.00	+229.1%	—	91307C102
ENTA	ENANTA PHARMACEUTICALS INC	2,866,138	$36.2M	14.2%	$19.71	-31.5%	—	29251M106
JAZZ	JAZZ PHARMACEUTICALS PLC	167,816	$31.73M	12.4%	$117.78	+43.6%	—	G50871105
BMRN	BIOMARIN PHARMACEUTICAL INC	524,786	$29.64M	11.6%	$56.56	+3.8%	—	09061G101
EXEL	EXELIXIS INC	415,693	$17.83M	7.0%	$19.77	+121.4%	—	30161Q104
SNY	SANOFI-ADR	323,946	$15.61M	6.1%	$48.35	—	—	80105N105
SUPN	SUPERNUS PHARMACEUTICALS INC	280,681	$14.51M	5.7%	$35.15	+43.7%	—	868459108
INDV	INDIVIOR PHARMACEUTICALS INC	339,532	$10.35M	4.0%	$34.29	0.0%	—	45579U109
RARE	ULTRAGENYX PHARMACEUTICAL IN	390,879	$8.189M	3.2%	$27.01	-13.5%	—	90400D108
VNDA	VANDA PHARMACEUTICALS INC	1,180,388	$8.156M	3.2%	$4.75	+57.9%	—	921659108
EMBC	EMBECTA CORP	735,340	$6.5M	2.5%	$11.20	0.0%	—	29082K105
GSK	GSK PLC-SPON ADR	96,729	$5.338M	2.1%	$38.74	—	—	37733W204
BNTX	BIONTECH SE-ADR	59,523	$5.29M	2.1%	$92.42	—	—	09075V102
ALKS	ALKERMES PLC	107,822	$3.813M	1.5%	$18.83	+71.8%	—	G01767105
BIIB	BIOGEN INC	20,000	$3.667M	1.4%	$159.21	+15.1%	—	09062X103
REGN	REGENERON PHARMACEUTICALS	4,000	$3.091M	1.2%	$556.12	+38.3%	—	75886F107
ARDX	ARDELYX INC	500,000	$2.995M	1.2%	$7.08	0.0%	—	039697107
INMD	INMODE LTD	120,942	$1.654M	0.6%	$14.72	0.0%	—	M5425M103
EOLS	EVOLUS INC	157,985	$649K	0.3%	$6.73	-27.3%	—	30052C107
ABT	ABBOTT LABORATORIES	5,000	$513K	0.2%	$115.41	0.0%	—	002824100