KRENSAVAGE ASSET MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ENTA | 2.77M | $43.63M |
 | VNDA | 1.18M | $10.41M |
 | AVDL | 856K | $18.44M |
 | BMRN | 525K | $31.19M |
 | EXEL | 494K | $21.63M |
 | INDV | 340K | $12.18M |
 | SNY | 324K | $15.70M |
 | SUPN | 313K | $15.58M |
 | JAZZ | 168K | $28.53M |
 | RARE | 150K | $3.44M |
 | ALKS | 108K | $3.02M |
 | EOLS | 100K | $665.00K |
 | BNTX | 100K | $9.47M |
 | GSK | 97K | $4.74M |
 | UTHR | 91K | $44.48M |
 | CAH | 74K | $15.15M |
 | BIIB | 10K | $1.76M |
 | REGN | 4K | $3.09M |
Enanta Pharmaceuticals, Inc.
ENTA
Shares Held
2.77M
Value
$43.63M
Vanda Pharmaceuticals Inc.
VNDA
Shares Held
1.18M
Value
$10.41M
Avadel Pharmaceuticals plc
AVDL
Shares Held
856K
Value
$18.44M
BioMarin Pharmaceutical Inc.
BMRN
Shares Held
525K
Value
$31.19M
Exelixis, Inc.
EXEL
Shares Held
494K
Value
$21.63M
Indivior Pharmaceuticals Inc
INDV
Shares Held
340K
Value
$12.18M
Sanofi
SNY
Shares Held
324K
Value
$15.70M
Supernus Pharmaceuticals, Inc.
SUPN
Shares Held
313K
Value
$15.58M
Jazz Pharmaceuticals plc
JAZZ
Shares Held
168K
Value
$28.53M
Ultragenyx Pharmaceutical Inc.
RARE
Shares Held
150K
Value
$3.44M
Alkermes plc
ALKS
Shares Held
108K
Value
$3.02M
Evolus, Inc.
EOLS
Shares Held
100K
Value
$665.00K
BioNTech SE
BNTX
Shares Held
100K
Value
$9.47M
GSK plc
GSK
Shares Held
97K
Value
$4.74M
United Therapeutics Corporation
UTHR
Shares Held
91K
Value
$44.48M
Cardinal Health, Inc.
CAH
Shares Held
74K
Value
$15.15M
Biogen Inc.
BIIB
Shares Held
10K
Value
$1.76M
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
4K
Value
$3.09M