Holdings of Krensavage Asset Management, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 17 in 4 countries
- Top ten
- 90.1 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | United Therapeutics Corp | 84,282 | 50K $ | |
| 2 | Enanta Pharmaceuticals Inc | 2,866,138 | 36.2K $ | |
| 3 | BioMarin Pharmaceutical Inc | 524,786 | 29.6K $ | |
| 4 | Exelixis Inc | 415,693 | 17.8K $ | |
| 5 | Sanofi SA | 323,946 | 15.6K $ | |
| 6 | Supernus Pharmaceuticals Inc | 280,681 | 14.5K $ | |
| 7 | Indivior Pharmaceuticals Inc | 339,532 | 10.3K $ | |
| 8 | Ultragenyx Pharmaceutical Inc | 390,879 | 8.2K $ | |
| 9 | Vanda Pharmaceuticals Inc | 1,180,388 | 8.2K $ | |
| 10 | Embecta Corp | 735,340 | 6.5K $ | |
| 11 | GSK PLC | 96,729 | 5.3K $ | |
| 12 | BioNTech SE | 59,523 | 5.3K $ | |
| 13 | Biogen Inc | 20,000 | 3.7K $ | |
| 14 | Regeneron Pharmaceuticals, Inc. | 4,000 | 3.1K $ | |
| 15 | Ardelyx Inc | 500,000 | 3K $ | |
| 16 | Evolus Inc | 157,985 | 649 $ | |
| 17 | Abbott Laboratories | 5,000 | 513 $ |
Sector breakdown
- Health care 35.8 %
- Unattributed 64.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- United States 88.0 %
- France 7.1 %
- United Kingdom 2.4 %
- Germany 2.4 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 14 | 192.3K $ | 87.99 % |
| 2 | France | 1 | 15.6K $ | 7.14 % |
| 3 | United Kingdom | 1 | 5.3K $ | 2.44 % |
| 4 | Germany | 1 | 5.3K $ | 2.42 % |
Cite this page
Titelia. "Holdings of Krensavage Asset Management, LLC". https://titelia.com/en/funds/US13F1609251