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The Analysis of Krensavage Asset Management, LLC's Holdings & P&L

Currently, Krensavage Asset Management, LLC holds 20 types of securities in its portfolio with a total value $255.7K. In the most recent quarter, they have increased their positions in N/A (+339.5K shares, valued at $10.3K), EMBC (+735.3K shares, valued at $6.5K), RARE (+241.2K shares, valued at $5.1K); decreased their positions in UTHR (-7.0K shares, valued at $4.2K), BNTX (-40.0K shares, valued at $3.6K), EXEL (-77.8K shares, valued at $3.3K); initiated new positions in N/A (+339.5K shares, valued at $10.3K), EMBC (+735.3K shares, valued at $6.5K), ARDX (+500.0K shares, valued at $3.0K).

1M P&L

+2.3M+0.96%

3M P&L

+6.4M+2.63%

HY P&L

+15.2M+6.53%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology143.1K

59.6%

2Drug Manufacturers - Specialty & Generic68.9K

28.7%

3Drug Manufacturers - General19.3K

8.0%

Top Industries by Stock Count

1Biotechnology9 stocks

50.0%

2Drug Manufacturers - Specialty & Generic4 stocks

22.2%

3Medical Devices2 stocks

11.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

UTHR UNITED THERAPEUTICS CORP84.3K shares-7.67%2026-03-312026-05-15

ENTA ENANTA PHARMACEUTICALS INC2.9M shares3.61%2026-03-312026-05-15

JAZZ JAZZ PHARMACEUTICALS PLC167.8K shares0.00%2026-03-312026-05-15

BMRN BIOMARIN PHARMACEUTICAL INC524.8K shares0.00%2026-03-312026-05-15

EXEL EXELIXIS INC415.7K shares-15.77%2026-03-312026-05-15

SNY SANOFI-ADR323.9K shares0.00%2026-03-312026-05-15

SUPN SUPERNUS PHARMACEUTICALS INC280.7K shares-10.47%2026-03-312026-05-15

INDIVIOR PHARMACEUTICALS INC INDIVIOR PHARMACEUTICALS INC339.5K sharesnew addition2026-03-312026-05-15

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RARE ULTRAGENYX PHARMACEUTICAL IN390.9K shares161.22%2026-03-312026-05-15

VNDA VANDA PHARMACEUTICALS INC1.2M shares0.00%2026-03-312026-05-15

EMBC EMBECTA CORP735.3K sharesnew addition2026-03-312026-05-15

GSK PLC-SPON ADR GSK PLC-SPON ADR96.7K shares0.00%2026-03-312026-05-15

BNTX BIONTECH SE-ADR59.5K shares-40.19%2026-03-312026-05-15

ALKS ALKERMES PLC107.8K shares0.00%2026-03-312026-05-15

BIIB BIOGEN INC20.0K shares100.00%2026-03-312026-05-15

REGN REGENERON PHARMACEUTICALS4.0K shares0.00%2026-03-312026-05-15

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ARDX ARDELYX INC500.0K sharesnew addition2026-03-312026-05-15

INMD INMODE LTD120.9K sharesnew addition2026-03-312026-05-15

EOLS EVOLUS INC158.0K shares57.98%2026-03-312026-05-15

ABT ABBOTT LABORATORIES5.0K sharesnew addition2026-03-312026-05-15

UTHR

UNITED THERAPEUTICS CORP

-7.67%

Shares84.3K

Event2026-03-31

Filed2026-05-15

ENTA

ENANTA PHARMACEUTICALS INC

3.61%

Shares2.9M

Event2026-03-31

Filed2026-05-15

JAZZ

JAZZ PHARMACEUTICALS PLC

0.00%

Shares167.8K

Event2026-03-31

Filed2026-05-15

BMRN

BIOMARIN PHARMACEUTICAL INC

0.00%

Shares524.8K

Event2026-03-31

Filed2026-05-15

EXEL

EXELIXIS INC

-15.77%

Shares415.7K

Event2026-03-31

Filed2026-05-15

SNY

SANOFI-ADR

0.00%

Shares323.9K

Event2026-03-31

Filed2026-05-15

SUPN

SUPERNUS PHARMACEUTICALS INC

-10.47%

Shares280.7K

Event2026-03-31

Filed2026-05-15

INDIVIOR PHARMACEUTICALS INC

New

Shares339.5K

Event2026-03-31

Filed2026-05-15

RARE

ULTRAGENYX PHARMACEUTICAL IN

161.22%

Shares390.9K

Event2026-03-31

Filed2026-05-15

VNDA

VANDA PHARMACEUTICALS INC

0.00%

Shares1.2M

Event2026-03-31

Filed2026-05-15

EMBC

EMBECTA CORP

New

Shares735.3K

Event2026-03-31

Filed2026-05-15

GSK PLC-SPON ADR

0.00%

Shares96.7K

Event2026-03-31

Filed2026-05-15

BNTX

BIONTECH SE-ADR

-40.19%

Shares59.5K

Event2026-03-31

Filed2026-05-15

ALKS

ALKERMES PLC

0.00%

Shares107.8K

Event2026-03-31

Filed2026-05-15

BIIB

BIOGEN INC

100.00%

Shares20.0K

Event2026-03-31

Filed2026-05-15

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-15

ARDX

ARDELYX INC

New

Shares500.0K

Event2026-03-31

Filed2026-05-15

INMD

INMODE LTD

New

Shares120.9K

Event2026-03-31

Filed2026-05-15

EOLS

EVOLUS INC

57.98%

Shares158.0K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

New

Shares5.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available