Krensavage Asset Management

Latest statistics and disclosures from Krensavage Asset Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are ENTA, UTHR, TARO, REGN, BIIB, and represent 70.11% of Krensavage Asset Management's stock portfolio.
  • Added to shares of these 8 stocks: REGN, ENTA, BIIB, MCK, ALKS, SRGA, IVC, NXTC.
  • Reduced shares in these 4 stocks: ALXN (-$55M), UTHR (-$12M), ANAB, TARO.
  • Krensavage Asset Management was a net seller of stock by $-68M.
  • Krensavage Asset Management has $289M in assets under management (AUM), dropping by -15.63%.
  • Central Index Key (CIK): 0001609251

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Portfolio Holdings for Krensavage Asset Management

Companies in the Krensavage Asset Management portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Enanta Pharmaceuticals (ENTA) 14.7 $43M 863k 49.32
United Therapeutics Corporation (UTHR) 14.4 $42M -22% 249k 167.27
Taro Pharmaceutical Industries (TARO) 14.0 $40M 548k 73.75
Regeneron Pharmaceuticals (REGN) 13.5 $39M 83k 473.14
Biogen Idec (BIIB) 13.4 $39M 139k 279.75
McKesson Corporation (MCK) 11.3 $33M 168k 195.04
Alkermes (ALKS) 10.5 $30M 1.6M 18.68
Rti Biologics (SRGA) 4.9 $14M 6.4M 2.18
Invacare Corporation (IVC) 2.5 $7.3M 908k 8.02
Alexion Pharmaceuticals (ALXN) 0.4 $1.1M -98% 6.9k 152.92
Anaptysbio Inc Common (ANAB) 0.2 $554k -76% 26k 21.56
Nextcure (NXTC) 0.1 $306k 31k 10.00

Past Filings by Krensavage Asset Management

SEC 13F filings are viewable for Krensavage Asset Management going back to 2014

View all past filings