2026 Q1 Portfolio Activity
In 2026 Q1, Krensavage Asset Management, LLC maintained a portfolio of 22 distinct positions. The most significant new addition was EMBECTA CORP, now representing 2.54% of the total fund value. They heavily accumulated shares in ULTRAGENYX PHARMACEUTICAL IN, increasing the position by 161.2%. Conversely, Krensavage Asset Management, LLC completely exited their position in AVADEL PHARMACEUTICALS.
Position History
hover any row below to update
Loading…
Total Positions
22
Quarter
2026 Q1
Top Holding
UTHR (19.5%)
Top 10 Concentration
86.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-22 of 22
Krensavage Asset Management, LLC Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
UTHR
UNITED THERAPEU...
|
Healthcare | 19.55% | 15.71% |
#1
Prev: #1
|
6.5 |
—
|
-7,000 | -7.7% |
P
S
|
84,282 | $49,978 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ENTA
ENANTA PHARMACE...
|
Healthcare | 14.16% | 15.41% |
#2
Prev: #2
|
6.0 |
—
|
99,748 | 3.6% |
P
S
|
2,866,138 | $36,199 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JAZZ
JAZZ PHARMACEUT...
|
Healthcare | 12.41% | 10.08% |
#3
1
Prev: #4
|
6.0 |
—
|
no change | no change |
P
S
|
167,816 | $31,726 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BMRN
BIOMARIN PHARMA...
|
Healthcare | 11.59% | 11.02% |
#4
1
Prev: #3
|
5.5 |
—
|
no change | no change |
P
S
|
524,786 | $29,645 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EXEL
EXELIXIS INC
|
Healthcare | 6.97% | 7.64% |
#5
Prev: #5
|
3.8 |
—
|
-77,833 | -15.8% |
P
S
|
415,693 | $17,829 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SNY
SANOFI-ADR
|
Healthcare | 6.10% | 5.54% |
#6
1
Prev: #7
|
3.4 |
—
|
no change | no change |
P
S
|
323,946 | $15,608 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SUPN
SUPERNUS PHARMA...
|
Healthcare | 5.67% | 5.50% |
#7
1
Prev: #8
|
2.8 |
—
|
-32,818 | -10.5% |
P
S
|
280,681 | $14,508 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
INDV
INDIVIOR PHARMA...
|
Healthcare | 4.05% | 4.30% |
#8
2
Prev: #10
|
2.6 |
—
|
no change | no change |
P
S
|
339,532 | $10,349 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RARE
ULTRAGENYX PHAR...
|
Healthcare | 3.20% | 1.22% |
#9
5
Prev: #14
|
4.3 |
—
|
241,245 | 161.2% |
P
S
|
390,879 | $8,189 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VNDA
VANDA PHARMACEU...
|
Healthcare | 3.19% | 3.68% |
#10
1
Prev: #11
|
2.3 |
—
|
no change | no change |
P
S
|
1,180,388 | $8,156 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EMBC
EMBECTA CORP
|
Healthcare | 2.54% | — |
#11
Prev: #—
|
4.5 |
—
|
735,340 | — |
NEW
|
735,340 | $6,500 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GSK
GSK PLC-SPON AD...
|
Healthcare | 2.09% | 1.68% |
#12
1
Prev: #13
|
1.8 |
—
|
no change | no change |
P
S
|
96,729 | $5,338 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BNTX
BIONTECH SE-ADR
|
Healthcare | 2.07% | 3.35% |
#13
1
Prev: #12
|
0.8 |
—
|
-40,000 | -40.2% |
P
S
|
59,523 | $5,290 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALKS
ALKERMES PLC
|
Healthcare | 1.49% | 1.07% |
#14
2
Prev: #16
|
1.6 |
—
|
no change | no change |
P
S
|
107,822 | $3,813 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BIIB
BIOGEN INC
|
Healthcare | 1.43% | 0.62% |
#15
2
Prev: #17
|
3.6 |
—
|
10,000 | 100.0% |
P
S
|
20,000 | $3,667 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
REGN
REGENERON PHARM...
|
Healthcare | 1.21% | 1.09% |
#16
1
Prev: #15
|
1.5 |
—
|
no change | no change |
P
S
|
4,000 | $3,091 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ARDX
ARDELYX INC
|
Healthcare | 1.17% | — |
#17
Prev: #—
|
4.0 |
—
|
500,000 | — |
NEW
|
500,000 | $2,995 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
INMD
INMODE LTD
|
Healthcare | 0.65% | — |
#18
Prev: #—
|
3.8 |
—
|
120,942 | — |
NEW
|
120,942 | $1,654 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EOLS
EVOLUS INC
|
Healthcare | 0.25% | 0.23% |
#19
1
Prev: #18
|
3.1 |
—
|
57,985 | 58.0% |
P
S
|
157,985 | $649 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.20% | — |
#20
Prev: #—
|
3.6 |
—
|
5,000 | — |
NEW
|
5,000 | $513 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CAH
CARDINAL HEALTH...
|
Healthcare | 0.00% | 5.35% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-73,745 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVDL
AVADEL PHARMACE...
|
Unknown | 0.00% | 6.51% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-855,860 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-22 of 22 holdings