Krensavage Asset Management, LLC

**Krensavage Asset Management, LLC** manages $235M across a concentrated portfolio of 17 positions. The fund exhibits significant conviction in select names, with UTH representing the largest single holding at $40.9M. Key allocations also include ENTA ($25.3M), MRX ($22.1M), and BMRN ($22.0M). This structure suggests a focused, high-conviction approach targeting specific market opportunities.

📌 Top Holdings