Krensavage Asset Management, LLC
13F filer · CIK 1609251 · New York, NY
Summary
Krensavage Asset Management, LLC reported $263.2K across 18 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are ENTA (15.9%), JAZZ (15.4%), UTHR (14.3%). Versus 2026 Q1, leaving options aside, it opened 0 new positions, added to 4, trimmed 2 and sold out of 2.
Reported value$263.2K
Positions18
Report period2026 Q2
FiledAug 14, 2026
New positions0
Added4
Trimmed2
Sold out2
Top 18 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 15.9%Value $41.8KPrice $12.61Shares 2.87MSince Jun 30 +86423.24%
Weight 15.4%Value $40.4KPrice $238.28Shares 168KSince Jun 30 +98782.75%
Weight 14.3%Value $37.5KPrice $485.54Shares 69K -17.80%Since Jun 30 +89511.29%
Weight 11.4%Value $30.0KPrice $59.87Shares 525KSince Jun 30 +104532.13%
Weight 7.7%Value $20.2KPrice $58.37Shares 371K -10.83%Since Jun 30 +107180.23%
Weight 6.9%Value $18.1KPrice $100.95Shares 200K +3900.00%Since Jun 30 +111151.93%
Weight 5.3%Value $13.8KPrice $41.18Shares 324KSince Jun 30 +96427.47%
Weight 5.0%Value $13.1KPrice $44.60Shares 281KSince Jun 30 +95796.83%
Weight 5.0%Value $13.1KPrice $14.41Shares 391KSince Jun 30 +43058.12%
Weight 2.7%Value $7.2KPrice $5.17Shares 1.18MSince Jun 30 +84376.83%
Weight 2.1%Value $5.5KPrice $98.57Shares 60KSince Jun 30 +105824.93%
Weight 1.9%Value $5.1KPrice $49.70Shares 97KSince Jun 30 +94702.43%
Weight 1.6%Value $4.3KPrice $227.07Shares 20KSince Jun 30 +105000.67%
Weight 1.4%Value $3.7KPrice $752.25Shares 6,000 +50.00%Since Jun 30 +120549.56%
Weight 1.4%Value $3.7KPrice $5.93Shares 1.14M +54.40%Since Jun 30 +181812.08%
Weight 1.0%Value $2.7KPrice $3.39Shares 535K +6.90%Since Jun 30 +66372.23%
Weight 0.7%Value $1.8KPrice $14.20Shares 121KSince Jun 30 +97070.88%
Weight 0.4%Value $1.1KPrice $7.96Shares 158KSince Jun 30 +114640.93%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 15.9% | $41.8K | +86423.24% | — | Hold | |
| 15.4% | $40.4K | +98782.75% | — | Hold | |
| 14.3% | $37.5K | +89511.29% | -17.80% | Trim | |
| 11.4% | $30.0K | +104532.13% | — | Hold | |
| 7.7% | $20.2K | +107180.23% | -10.83% | Trim | |
| 6.9% | $18.1K | +111151.93% | +3900.00% | Add | |
| 5.3% | $13.8K | +96427.47% | — | Hold | |
| 5.0% | $13.1K | +95796.83% | — | Hold | |
| 5.0% | $13.1K | +43058.12% | — | Hold | |
| 2.7% | $7.2K | +84376.83% | — | Hold | |
| 2.1% | $5.5K | +105824.93% | — | Hold | |
| 1.9% | $5.1K | +94702.43% | — | Hold | |
| 1.6% | $4.3K | +105000.67% | — | Hold | |
| 1.4% | $3.7K | +120549.56% | +50.00% | Add | |
| 1.4% | $3.7K | +181812.08% | +54.40% | Add | |
| 1.0% | $2.7K | +66372.23% | +6.90% | Add | |
| 0.7% | $1.8K | +97070.88% | — | Hold | |
| 0.4% | $1.1K | +114640.93% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.