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Krensavage Asset Management’s Ultragenyx Pharmaceutical RARE Stock Holding History

Krensavage Asset Management’s Portfolio RARE Stock Details RARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.19M Buy
390,879
+241,245
+161% +$5.43M 3.2% 9
2025
Q4 		$3.44M Buy
+149,634
New +$4.92M 1.22% 14

Other funds holding RARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Krensavage Asset Management's RARE Position: Q1 2026 in Review

Krensavage Asset Management increased its Ultragenyx Pharmaceutical (RARE) stake by 161% in Q1 2026, buying an estimated $5.43M and bringing the position to 390,879 shares worth $8.19M. The position accounts for 3.2% of the portfolio, ranked #9.

Krensavage Asset Management first reported a position in RARE in Q4 2025 and has held it in 2 quarters since. 296 funds tracked by Wall St. Rank hold RARE as of Q1 2026.

  • Krensavage Asset Management held 390,879 shares of Ultragenyx Pharmaceutical worth $8.19M as of Q1 2026.
  • Krensavage Asset Management bought 241,245 Ultragenyx Pharmaceutical shares in Q1 2026, an estimated $5.43M.
  • Ultragenyx Pharmaceutical made up 3.2% of Krensavage Asset Management's portfolio in Q1 2026, its #9 holding.
  • Krensavage Asset Management first reported a position in Ultragenyx Pharmaceutical in Q4 2025 and has held it in 2 quarters since.
  • 296 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q1 2026.

Based on Krensavage Asset Management's 13F filing for Q1 2026, filed 15 May 2026.