Krensavage Asset Management
Latest statistics and disclosures from Krensavage Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UTHR, ENTA, JAZZ, BMRN, EXEL, and represent 56.13% of Krensavage Asset Management's stock portfolio.
- Added to shares of these 8 stocks: BMRN (+$22M), SNY (+$8.3M), BIIB, EXEL, VNDA, EOLS, BNTX, JAZZ.
- Started 3 new stock positions in BMRN, EOLS, BIIB.
- Reduced shares in these 6 stocks: INDV (-$15M), CAH (-$9.4M), JNJ (-$6.1M), SUPN (-$5.2M), UTHR, AVDL.
- Sold out of its position in JNJ.
- Krensavage Asset Management was a net seller of stock by $-2.5M.
- Krensavage Asset Management has $235M in assets under management (AUM), dropping by 24.22%.
- Central Index Key (CIK): 0001609251
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Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 17 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 17.4 | $41M | -3% | 98k | 419.21 |
|
| Enanta Pharmaceuticals (ENTA) | 10.8 | $25M | 2.1M | 11.97 |
|
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| Jazz Pharmaceuticals (JAZZ) | 9.4 | $22M | 168k | 131.80 |
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| BioMarin Pharmaceutical (BMRN) | 9.4 | $22M | NEW | 406k | 54.16 |
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| Exelixis (EXEL) | 9.1 | $21M | +5% | 519k | 41.30 |
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| Supernus Pharmaceuticals (SUPN) | 7.4 | $17M | -23% | 364k | 47.79 |
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| Sanofi-Aventis SA (SNY) | 6.5 | $15M | +117% | 324k | 47.20 |
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| Avadel Pharmaceuticals (AVDL) | 6.2 | $15M | 956k | 15.27 |
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| GSK (GSK) | 5.0 | $12M | 272k | 43.16 |
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| Cardinal Health (CAH) | 4.9 | $12M | -44% | 74k | 156.96 |
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| Indivior (INDV) | 3.5 | $8.2M | -65% | 340k | 24.11 |
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| Biontech Se (BNTX) | 3.3 | $7.8M | +8% | 79k | 98.62 |
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| Alkermes (ALKS) | 2.7 | $6.2M | 208k | 30.00 |
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| Vanda Pharmaceuticals (VNDA) | 2.5 | $5.9M | +15% | 1.2M | 4.99 |
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| Regeneron Pharmaceuticals (REGN) | 1.0 | $2.2M | 4.0k | 562.25 |
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| Biogen Idec (BIIB) | 0.6 | $1.4M | NEW | 10k | 140.10 |
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| Evolus (EOLS) | 0.3 | $614k | NEW | 100k | 6.14 |
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Past Filings by Krensavage Asset Management
SEC 13F filings are viewable for Krensavage Asset Management going back to 2014
- Krensavage Asset Management 2025 Q3 filed Nov. 17, 2025
- Krensavage Asset Management 2025 Q2 filed Aug. 15, 2025
- Krensavage Asset Management 2025 Q1 filed May 15, 2025
- Krensavage Asset Management 2024 Q4 filed Feb. 18, 2025
- Krensavage Asset Management 2024 Q4 restated filed Feb. 18, 2025
- Krensavage Asset Management 2024 Q3 filed Nov. 15, 2024
- Krensavage Asset Management 2024 Q2 filed Aug. 15, 2024
- Krensavage Asset Management 2024 Q1 filed May 15, 2024
- Krensavage Asset Management 2023 Q4 filed Feb. 14, 2024
- Krensavage Asset Management 2023 Q3 filed Nov. 15, 2023
- Krensavage Asset Management 2023 Q2 filed Aug. 11, 2023
- Krensavage Asset Management 2023 Q1 filed May 16, 2023
- Krensavage Asset Management 2022 Q4 filed Feb. 15, 2023
- Krensavage Asset Management 2022 Q3 filed Nov. 15, 2022
- Krensavage Asset Management 2022 Q2 filed Aug. 16, 2022
- Krensavage Asset Management 2022 Q1 filed May 17, 2022