Krensavage Asset Management, LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
18
Total value ($000)
$263,223
Net value change ($000)
+7,526 (2.9%)
New positions
0
Sold out positions
2
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
ABT 17,635 3437.6%
JAZZ 8,713 27.5%
ENTA 5,589 15.4%
RARE 4,862 59.4%
EXEL 2,340 13.1%
BIIB 654 17.8%
REGN 650 21.0%
EOLS 447 68.9%
BMRN 383 1.3%
BNTX 249 4.7%
Top Reduces (Value $000, Stocks/ETFs)
UTHR -12,439 -24.9%
INDV -10,349 -100.0%
ALKERMES PLC -3,813 -100.0%
EMBC -2,799 -43.1%
SNY -1,788 -11.5%
SUPN -1,454 -10.0%
VNDA -932 -11.4%
ARDX -269 -9.0%
GSK -267 -5.0%
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