Filed: 5/15/2026ACC: 0001609251-26-000004
📋 What this filing means
KRENSAVAGE ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $255.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$255.7K
Total AUM (reported)
8.38M
Total Shares
Allocation by class
COM$229.5K89.7%
ADR$26.2K10.3%
Portfolio Concentration
Top 3$117.9K46.1%
4–10$104.3K40.8%
11–25$33.5K13.1%
Top 3 weight
46.1%
Top 10 weight
86.9%
Voting Authority Distribution
Total shares with voting rights: 8.38M
Sole
Full voting authority
8.38M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
UNITED THERAPEUTICS CORP
SOLEShares84.28K
TypeSH
Market value$50.0K
19.55%
Sole
84.28K
Shared
0.00
None
0.00
ENANTA PHARMACEUTICALS INC
SOLEShares2.87M
TypeSH
Market value$36.2K
14.16%
Sole
2.87M
Shared
0.00
None
0.00
JAZZ PHARMACEUTICALS PLC
SOLEShares167.82K
TypeSH
Market value$31.7K
12.41%
Sole
167.82K
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares524.79K
TypeSH
Market value$29.6K
11.59%
Sole
524.79K
Shared
0.00
None
0.00
EXELIXIS INC
SOLEShares415.69K
TypeSH
Market value$17.8K
6.97%
Sole
415.69K
Shared
0.00
None
0.00
SANOFI-ADR
SOLEShares323.95K
TypeSH
Market value$15.6K
6.10%
Sole
323.95K
Shared
0.00
None
0.00
SUPERNUS PHARMACEUTICALS INC
SOLEShares280.68K
TypeSH
Market value$14.5K
5.67%
Sole
280.68K
Shared
0.00
None
0.00
INDIVIOR PHARMACEUTICALS INC
SOLEShares339.53K
TypeSH
Market value$10.3K
4.05%
Sole
339.53K
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares390.88K
TypeSH
Market value$8.2K
3.20%
Sole
390.88K
Shared
0.00
None
0.00
VANDA PHARMACEUTICALS INC
SOLEShares1.18M
TypeSH
Market value$8.2K
3.19%
Sole
1.18M
Shared
0.00
None
0.00
EMBECTA CORP
SOLEShares735.34K
TypeSH
Market value$6.5K
2.54%
Sole
735.34K
Shared
0.00
None
0.00
GSK PLC-SPON ADR
SOLEShares96.73K
TypeSH
Market value$5.3K
2.09%
Sole
96.73K
Shared
0.00
None
0.00
BIONTECH SE-ADR
SOLEShares59.52K
TypeSH
Market value$5.3K
2.07%
Sole
59.52K
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares107.82K
TypeSH
Market value$3.8K
1.49%
Sole
107.82K
Shared
0.00
None
0.00
BIOGEN INC
SOLEShares20K
TypeSH
Market value$3.7K
1.43%
Sole
20K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares4K
TypeSH
Market value$3.1K
1.21%
Sole
4K
Shared
0.00
None
0.00
ARDELYX INC
SOLEShares500K
TypeSH
Market value$3.0K
1.17%
Sole
500K
Shared
0.00
None
0.00
INMODE LTD
SOLEShares120.94K
TypeSH
Market value$1.7K
0.65%
Sole
120.94K
Shared
0.00
None
0.00
EVOLUS INC
SOLEShares157.99K
TypeSH
Market value$649.00
0.25%
Sole
157.99K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares5K
TypeSH
Market value$513.00
0.20%
Sole
5K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITED THERAPEUTICS CORPSOLE | COM | 84.28K | SH | $50.0K 19.55% | 84.28K | 0.00 | 0.00 |
ENANTA PHARMACEUTICALS INCSOLE | COM | 2.87M | SH | $36.2K 14.16% | 2.87M | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLCSOLE | COM | 167.82K | SH | $31.7K 12.41% | 167.82K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 524.79K | SH | $29.6K 11.59% | 524.79K | 0.00 | 0.00 |
EXELIXIS INCSOLE | COM | 415.69K | SH | $17.8K 6.97% | 415.69K | 0.00 | 0.00 |
SANOFI-ADRSOLE | ADR | 323.95K | SH | $15.6K 6.10% | 323.95K | 0.00 | 0.00 |
SUPERNUS PHARMACEUTICALS INCSOLE | COM | 280.68K | SH | $14.5K 5.67% | 280.68K | 0.00 | 0.00 |
INDIVIOR PHARMACEUTICALS INCSOLE | COM | 339.53K | SH | $10.3K 4.05% | 339.53K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 390.88K | SH | $8.2K 3.20% | 390.88K | 0.00 | 0.00 |
VANDA PHARMACEUTICALS INCSOLE | COM | 1.18M | SH | $8.2K 3.19% | 1.18M | 0.00 | 0.00 |
EMBECTA CORPSOLE | COM | 735.34K | SH | $6.5K 2.54% | 735.34K | 0.00 | 0.00 |
GSK PLC-SPON ADRSOLE | ADR | 96.73K | SH | $5.3K 2.09% | 96.73K | 0.00 | 0.00 |
BIONTECH SE-ADRSOLE | ADR | 59.52K | SH | $5.3K 2.07% | 59.52K | 0.00 | 0.00 |
ALKERMES PLCSOLE | COM | 107.82K | SH | $3.8K 1.49% | 107.82K | 0.00 | 0.00 |
BIOGEN INCSOLE | COM | 20K | SH | $3.7K 1.43% | 20K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 4K | SH | $3.1K 1.21% | 4K | 0.00 | 0.00 |
ARDELYX INCSOLE | COM | 500K | SH | $3.0K 1.17% | 500K | 0.00 | 0.00 |
INMODE LTDSOLE | COM | 120.94K | SH | $1.7K 0.65% | 120.94K | 0.00 | 0.00 |
EVOLUS INCSOLE | COM | 157.99K | SH | $649.00 0.25% | 157.99K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 5K | SH | $513.00 0.20% | 5K | 0.00 | 0.00 |