Krensavage Asset Management, LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
20
Total value ($000)
$255,697
Net value change ($000)
-27,415 (-9.7%)
New positions
5
Sold out positions
3
Turnover %
26.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/18/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
INDV 10,349 NEW
EMBC 6,500 NEW
UTHR 5,501 12.4%
RARE 4,747 137.9%
JAZZ 3,197 11.2%
ARDX 2,995 NEW
BIIB 1,907 108.4%
INMD 1,654 NEW
ALKERMES PLC 796 26.4%
GSK 594 12.5%
Top Reduces (Value $000, Stocks/ETFs)
AVDL -18,444 -100.0%
CAH -15,155 -100.0%
INDV -12,182 -100.0%
ENTA -7,427 -17.0%
BNTX -4,185 -44.2%
EXEL -3,802 -17.6%
VNDA -2,255 -21.7%
BMRN -1,543 -4.9%
SUPN -1,073 -6.9%
SNY -90 -0.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type