2026 Q2 Portfolio Activity
In 2026 Q2, Krensavage Asset Management, LLC maintained a portfolio of 20 distinct positions. They heavily accumulated shares in ABBOTT LABORATORIES, increasing the position by 3900.0%. Conversely, Krensavage Asset Management, LLC completely exited their position in INDIVIOR PHARMACEUTICALS INC.
Position History
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Total Positions
20
Quarter
2026 Q2
Top Holding
ENTA (15.9%)
Top 10 Concentration
89.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-20 of 20
Krensavage Asset Management, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ENTA
ENANTA PHARMACE...
|
Healthcare | 15.88% | 14.16% |
#1
1
Prev: #2
|
7.0 |
—
|
no change | no change |
P
S
|
2,866,138 | $41,788 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JAZZ
JAZZ PHARMACEUT...
|
Healthcare | 15.36% | 12.41% |
#2
1
Prev: #3
|
6.5 |
—
|
no change | no change |
P
S
|
167,816 | $40,439 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UTHR
UNITED THERAPEU...
|
Healthcare | 14.26% | 19.55% |
#3
2
Prev: #1
|
5.5 |
—
|
-15,000 | -17.8% |
P
S
|
69,282 | $37,539 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BMRN
BIOMARIN PHARMA...
|
Healthcare | 11.41% | 11.59% |
#4
Prev: #4
|
5.5 |
—
|
no change | no change |
P
S
|
524,786 | $30,028 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EXEL
EXELIXIS INC
|
Healthcare | 7.66% | 6.97% |
#5
Prev: #5
|
4.1 |
—
|
-45,000 | -10.8% |
P
S
|
370,693 | $20,169 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 6.89% | 0.20% |
#6
14
Prev: #20
|
5.8 |
—
|
195,000 | 3900.0% |
P
S
|
200,000 | $18,148 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNY
SANOFI-ADR
|
Healthcare | 5.25% | 6.10% |
#7
1
Prev: #6
|
3.1 |
—
|
no change | no change |
P
S
|
323,946 | $13,820 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SUPN
SUPERNUS PHARMA...
|
Healthcare | 4.96% | 5.67% |
#8
1
Prev: #7
|
3.0 |
—
|
no change | no change |
P
S
|
280,681 | $13,054 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RARE
ULTRAGENYX PHAR...
|
Healthcare | 4.96% | 3.20% |
#9
Prev: #9
|
3.0 |
—
|
no change | no change |
P
S
|
390,879 | $13,051 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VNDA
VANDA PHARMACEU...
|
Healthcare | 2.74% | 3.19% |
#10
Prev: #10
|
2.1 |
—
|
no change | no change |
P
S
|
1,180,388 | $7,224 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BNTX
BIONTECH SE-ADR
|
Healthcare | 2.10% | 2.07% |
#11
2
Prev: #13
|
1.8 |
—
|
no change | no change |
P
S
|
59,523 | $5,539 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GSK
GSK PLC-SPON AD...
|
Healthcare | 1.93% | 2.09% |
#12
Prev: #12
|
1.8 |
—
|
no change | no change |
P
S
|
96,729 | $5,071 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BIIB
BIOGEN INC
|
Healthcare | 1.64% | 1.43% |
#13
2
Prev: #15
|
1.7 |
—
|
no change | no change |
P
S
|
20,000 | $4,321 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
REGN
REGENERON PHARM...
|
Healthcare | 1.42% | 1.21% |
#14
2
Prev: #16
|
3.6 |
—
|
2,000 | 50.0% |
P
S
|
6,000 | $3,741 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EMBC
EMBECTA CORP
|
Healthcare | 1.41% | 2.54% |
#15
4
Prev: #11
|
3.6 |
—
|
400,000 | 54.4% |
P
S
|
1,135,340 | $3,701 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ARDX
ARDELYX INC
|
Healthcare | 1.04% | 1.17% |
#16
1
Prev: #17
|
2.4 |
—
|
34,523 | 6.9% |
P
S
|
534,523 | $2,726 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INMD
INMODE LTD
|
Healthcare | 0.67% | 0.65% |
#17
1
Prev: #18
|
1.3 |
—
|
no change | no change |
P
S
|
120,942 | $1,768 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EOLS
EVOLUS INC
|
Healthcare | 0.42% | 0.25% |
#18
1
Prev: #19
|
1.2 |
—
|
no change | no change |
P
S
|
157,985 | $1,096 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALKS
ALKERMES PLC
|
Healthcare | 0.00% | 1.49% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-107,822 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INDV
INDIVIOR PHARMA...
|
Healthcare | 0.00% | 4.05% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-339,532 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-20 of 20 holdings