Krensavage Asset Management, LLC - Portfolio Stock Holdings

Krensavage Asset Management, LLC disclosed 21 stock positions in a recent SEC 13F filing. $254,750,165 of stock holdings were filed, with the largest holdings including UTHR, ENTA, and JAZZ. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.

We estimate the fund has a total AUM of $300,227,111 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.