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Krensavage Asset Management, LLC

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13F filer, CIK 1609251, NEW YORK, NY

Krensavage Asset Management, LLC reported $263,223,000 across 18 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 89.38% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001609251-26-000005

Period
2026-06-30
Reported value
$263M
Holdings
18
Top 10 weight
89.38%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ABTadded+195,000$17.7M
EMBCadded+400,000$1.3M
REGNadded+2,000$1.25M
ARDXadded+34,523$176K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
INDVexited-339,532-$10.3M
UTHRreduced-15,000-$8.13M
ALKSexited-107,822-$3.81M
EXELreduced-45,000-$2.45M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001609251-26-000005, largest first. % of portfolio is the value over $263,223,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ENTAENANTA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,498,074 shares; 2024Q4: 2,117,390 shares; 2025Q1: 2,116,586 shares; 2025Q2: 2,114,444 shares; 2025Q3: 2,114,444 shares; 2025Q4: 2,766,390 shares; 2026Q1: 2,866,138 shares; 2026Q2: 2,866,138 shares 2,866,138$41.8M15.88%0Timeline
JAZZJAZZ PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,257 shares; 2024Q4: 105,803 shares; 2025Q1: 100,703 shares; 2025Q2: 164,816 shares; 2025Q3: 167,816 shares; 2025Q4: 167,816 shares; 2026Q1: 167,816 shares; 2026Q2: 167,816 shares 167,816$40.4M15.36%0Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,332 shares; 2024Q4: 92,057 shares; 2025Q1: 98,228 shares; 2025Q2: 101,146 shares; 2025Q3: 97,646 shares; 2025Q4: 91,282 shares; 2026Q1: 84,282 shares; 2026Q2: 69,282 shares 69,282$37.5M14.26%-15,000Timeline
BMRNBIOMARIN PHARMACEUTICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 405,450 shares; 2025Q4: 524,786 shares; 2026Q1: 524,786 shares; 2026Q2: 524,786 shares 524,786$30M11.41%0Timeline
EXELEXELIXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,281,612 shares; 2024Q4: 965,866 shares; 2025Q1: 878,533 shares; 2025Q2: 493,526 shares; 2025Q3: 518,526 shares; 2025Q4: 493,526 shares; 2026Q1: 415,693 shares; 2026Q2: 370,693 shares 370,693$20.2M7.66%-45,000Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 200,000 shares 200,000$18.1M6.89%+195,000Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,205 shares; 2024Q4: 149,196 shares; 2025Q1: 149,096 shares; 2025Q2: 148,946 shares; 2025Q3: 323,946 shares; 2025Q4: 323,946 shares; 2026Q1: 323,946 shares; 2026Q2: 323,946 shares 323,946$13.8M5.25%0Timeline
SUPNSUPERNUS PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 431,986 shares; 2025Q2: 472,376 shares; 2025Q3: 363,479 shares; 2025Q4: 313,499 shares; 2026Q1: 280,681 shares; 2026Q2: 280,681 shares 280,681$13.1M4.96%0Timeline
RAREULTRAGENYX PHARMACEUTICAL INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149,634 shares; 2026Q1: 390,879 shares; 2026Q2: 390,879 shares 390,879$13.1M4.96%0Timeline
VNDAVANDA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414,684 shares; 2024Q4: 378,762 shares; 2025Q1: 754,381 shares; 2025Q2: 1,024,883 shares; 2025Q3: 1,180,388 shares; 2025Q4: 1,180,388 shares; 2026Q1: 1,180,388 shares; 2026Q2: 1,180,388 shares 1,180,388$7.22M2.74%0Timeline
BNTXBIONTECH SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,583 shares; 2024Q4: 88,663 shares; 2025Q1: 87,563 shares; 2025Q2: 73,382 shares; 2025Q3: 79,366 shares; 2025Q4: 99,523 shares; 2026Q1: 59,523 shares; 2026Q2: 59,523 shares 59,523$5.54M2.1%0Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 272,000 shares; 2025Q2: 271,729 shares; 2025Q3: 271,729 shares; 2025Q4: 96,729 shares; 2026Q1: 96,729 shares; 2026Q2: 96,729 shares 96,729$5.07M1.93%0Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,502 shares; 2024Q4: 108,923 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000$4.32M1.64%0Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 6,000 shares 6,000$3.74M1.42%+2,000Timeline
EMBCEMBECTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 735,340 shares; 2026Q2: 1,135,340 shares 1,135,340$3.7M1.41%+400,000Timeline
ARDXARDELYX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500,000 shares; 2026Q2: 534,523 shares 534,523$2.73M1.04%+34,523Timeline
INMDINMODE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120,942 shares; 2026Q2: 120,942 shares 120,942$1.77M0.67%0Timeline
EOLSEVOLUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 157,985 shares; 2026Q2: 157,985 shares 157,985$1.1M0.42%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
INDVINDIVIOR PHARMACEUTICALS INC339,532$10.3Mshares
ALKSALKERMES PLC107,822$3.81Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001609251-26-000005 base2026-08-14acceptance time not in the bulk data set