Filed: 8/14/2026ACC: 0001609251-26-000005
📋 What this filing means
KRENSAVAGE ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $263.2K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$263.2K
Total AUM (reported)
8.51M
Total Shares
Allocation by class
COM$263.2K100.0%
Portfolio Concentration
Top 3$119.8K45.5%
4–10$115.5K43.9%
11–25$28.0K10.6%
Top 3 weight
45.5%
Top 10 weight
89.4%
Voting Authority Distribution
Total shares with voting rights: 8.51M
Sole
Full voting authority
8.51M
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)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
ENANTA PHARMACEUTICALS INC
SOLEShares2.87M
TypeSH
Market value$41.8K
15.88%
Sole
2.87M
Shared
0.00
None
0.00
JAZZ PHARMACEUTICALS PLC
SOLEShares167.82K
TypeSH
Market value$40.4K
15.36%
Sole
167.82K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP
SOLEShares69.28K
TypeSH
Market value$37.5K
14.26%
Sole
69.28K
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares524.79K
TypeSH
Market value$30.0K
11.41%
Sole
524.79K
Shared
0.00
None
0.00
EXELIXIS INC
SOLEShares370.69K
TypeSH
Market value$20.2K
7.66%
Sole
370.69K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares200K
TypeSH
Market value$18.1K
6.89%
Sole
200K
Shared
0.00
None
0.00
SANOFI-ADR
SOLEShares323.95K
TypeSH
Market value$13.8K
5.25%
Sole
323.95K
Shared
0.00
None
0.00
SUPERNUS PHARMACEUTICALS INC
SOLEShares280.68K
TypeSH
Market value$13.1K
4.96%
Sole
280.68K
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares390.88K
TypeSH
Market value$13.1K
4.96%
Sole
390.88K
Shared
0.00
None
0.00
VANDA PHARMACEUTICALS INC
SOLEShares1.18M
TypeSH
Market value$7.2K
2.74%
Sole
1.18M
Shared
0.00
None
0.00
BIONTECH SE-ADR
SOLEShares59.52K
TypeSH
Market value$5.5K
2.10%
Sole
59.52K
Shared
0.00
None
0.00
GSK PLC-SPON ADR
SOLEShares96.73K
TypeSH
Market value$5.1K
1.93%
Sole
96.73K
Shared
0.00
None
0.00
BIOGEN INC
SOLEShares20K
TypeSH
Market value$4.3K
1.64%
Sole
20K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares6K
TypeSH
Market value$3.7K
1.42%
Sole
6K
Shared
0.00
None
0.00
EMBECTA CORP
SOLEShares1.14M
TypeSH
Market value$3.7K
1.41%
Sole
1.14M
Shared
0.00
None
0.00
ARDELYX INC
SOLEShares534.52K
TypeSH
Market value$2.7K
1.04%
Sole
534.52K
Shared
0.00
None
0.00
INMODE LTD
SOLEShares120.94K
TypeSH
Market value$1.8K
0.67%
Sole
120.94K
Shared
0.00
None
0.00
EVOLUS INC
SOLEShares157.99K
TypeSH
Market value$1.1K
0.42%
Sole
157.99K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ENANTA PHARMACEUTICALS INCSOLE | COM | 2.87M | SH | $41.8K 15.88% | 2.87M | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLCSOLE | COM | 167.82K | SH | $40.4K 15.36% | 167.82K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORPSOLE | COM | 69.28K | SH | $37.5K 14.26% | 69.28K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 524.79K | SH | $30.0K 11.41% | 524.79K | 0.00 | 0.00 |
EXELIXIS INCSOLE | COM | 370.69K | SH | $20.2K 7.66% | 370.69K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 200K | SH | $18.1K 6.89% | 200K | 0.00 | 0.00 |
SANOFI-ADRSOLE | COM | 323.95K | SH | $13.8K 5.25% | 323.95K | 0.00 | 0.00 |
SUPERNUS PHARMACEUTICALS INCSOLE | COM | 280.68K | SH | $13.1K 4.96% | 280.68K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 390.88K | SH | $13.1K 4.96% | 390.88K | 0.00 | 0.00 |
VANDA PHARMACEUTICALS INCSOLE | COM | 1.18M | SH | $7.2K 2.74% | 1.18M | 0.00 | 0.00 |
BIONTECH SE-ADRSOLE | COM | 59.52K | SH | $5.5K 2.10% | 59.52K | 0.00 | 0.00 |
GSK PLC-SPON ADRSOLE | COM | 96.73K | SH | $5.1K 1.93% | 96.73K | 0.00 | 0.00 |
BIOGEN INCSOLE | COM | 20K | SH | $4.3K 1.64% | 20K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 6K | SH | $3.7K 1.42% | 6K | 0.00 | 0.00 |
EMBECTA CORPSOLE | COM | 1.14M | SH | $3.7K 1.41% | 1.14M | 0.00 | 0.00 |
ARDELYX INCSOLE | COM | 534.52K | SH | $2.7K 1.04% | 534.52K | 0.00 | 0.00 |
INMODE LTDSOLE | COM | 120.94K | SH | $1.8K 0.67% | 120.94K | 0.00 | 0.00 |
EVOLUS INCSOLE | COM | 157.99K | SH | $1.1K 0.42% | 157.99K | 0.00 | 0.00 |