Krensavage Asset Management
Krensavage Asset Management reported 18 stocks worth $263K in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are ENTA (15.9%), JAZZ (15.4%) and UTHR (14.3%). Compared with Q1 2026, the fund added to ABT, REGN and EMBC, trimmed UTHR and EXEL and sold out of INDV and ALKS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ENTA Enanta Pharmaceuticals Inc | $42K | 15.9% | 2.9M | No change | 8 of 8 | |
| 2 |  JAZZ Jazz Pharmaceuticals PLC | $40K | 15.4% | 168K | No change | 8 of 8 | |
| 3 |  UTHR United Therapeutics Corp Del | $38K | 14.3% | 69K | −15K (−18%) | 8 of 8 | |
| 4 |  BMRN Biomarin Pharmaceutical Inc | $30K | 11.4% | 525K | No change | 4 of 8 | |
| 5 |  EXEL Exelixis Inc | $20K | 7.7% | 371K | −45K (−11%) | 8 of 8 | |
| 6 |  ABT Abbott Labs | $18K | 6.9% | 200K | +195K (+3900%) | 2 of 8 | |
| 7 |  SNY Sanofi | $14K | 5.3% | 324K | No change | 8 of 8 | |
| 8 |  SUPN Supernus Pharmaceuticals Inc | $13K | 5.0% | 281K | No change | 6 of 8 | |
| 9 |  RARE Ultragenyx Pharmaceutical in | $13K | 5.0% | 391K | No change | 3 of 8 | |
| 10 |  VNDA Vanda Pharmaceuticals Inc | $7K | 2.7% | 1.2M | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Krensavage Asset Management 13F FAQ
What does Krensavage Asset Management own?
Krensavage Asset Management reported 18 stocks worth $263K in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are ENTA (15.9%), JAZZ (15.4%) and UTHR (14.3%). The table above lists every position in the filing (the top 10 without an account).
What did Krensavage Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 4 added to, 2 trimmed and 2 sold out. It sold all of INDV and ALKS.
When will Krensavage Asset Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Krensavage Asset Management's portfolio worth?
The Q2 2026 filing reports $263K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.