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KRENSAVAGE ASSET MANAGEMENT, LLC 13F portfolio summary

KRENSAVAGE ASSET MANAGEMENT, LLC of KRENSAVAGE ASSET MANAGEMENT, LLC has 18 current stock holdings with a reported portfolio value of $263.2M. The portfolio 1 year return is +57.45%. Top holdings include ENTA (15.88%), JAZZ (15.36%), UTHR (14.26%), BMRN (11.41%), EXEL (7.66%).

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KRENSAVAGE ASSET MANAGEMENT, LLC

KRENSAVAGE ASSET MANAGEMENT, LLC
Latest filing: 2026-06-30

KRENSAVAGE ASSET MANAGEMENT, LLC runs KRENSAVAGE ASSET MANAGEMENT, LLC and currently holds 18 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $263.22M. Their top holdings are ENTA, JAZZ, UTHR, BMRN, EXEL. The top five represent 64.6% of reported portfolio weight. KRENSAVAGE ASSET MANAGEMENT, LLC ranks #250 out of 1000 investors tracked by Alpha Score. They added to 4 existing positions. They trimmed 2 positions. Their current best-performing preview position is EOLS with returns of +68.89%.

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Top 5 Holdings
ENTA15.9%
JAZZ15.4%
UTHR14.3%
BMRN11.4%
EXEL7.7%
Top 5: 64.6%
Portfolio Returns
1 Year
+57.45%
#142/1000
3 Year
+89.45%
#310/1000
5 Year
+108.09%
#235/1000

Portfolio Value

$263.22M

Alpha Score

82.0

#250 of 1000

Holdings

18

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18 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
ENTA
ENANTA PHARMACEUTICALS INC
15.88%$18.92$13.47-28.81%
Held
JAZZ
JAZZ PHARMACEUTICALS PLC
15.36%$115.90$254.28+119.40%
Held
UTHR
UNITED THERAPEUTICS CORP
14.26%$135.12$513.12+279.75%
Trimmed
-17.80%
BMRN
BIOMARIN PHARMACEUTICAL INC
11.41%$55.36$66.70+20.48%
Held
EXEL
EXELIXIS INC
7.66%$20.16$54.08+168.25%
Trimmed
-10.83%
ABT
ABBOTT LABORATORIES
6.89%$91.04$116.63+28.11%
Added
+3900.00%
SNY
SANOFI-ADR
5.25%$48.36$45.85-5.19%
Held
SUPN
SUPERNUS PHARMACEUTICALS INC
4.96%$32.64$45.85+40.47%
Held
RARE
ULTRAGENYX PHARMACEUTICAL IN
4.96%$21.73$25.83+18.87%
Held
VNDA
VANDA PHARMACEUTICALS INC
2.74%$4.99$5.28+5.81%
Held

Showing 1-10 of 18