Krensavage Asset Management

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

  • Top 5 stock holdings are UTHR, EXEL, BIIB, REGN, ALKS, and represent 70.86% of Krensavage Asset Management's stock portfolio.
  • Added to shares of these 2 stocks: EMBC, ENTA.
  • Reduced shares in these 10 stocks: REGN (-$9.8M), ALKS (-$5.5M), CAH (-$5.4M), EXEL (-$5.1M), BIIB, UTHR, TARO, EGRX, VNDA, KOD.
  • Krensavage Asset Management was a net seller of stock by $-29M.
  • Krensavage Asset Management has $272M in assets under management (AUM), dropping by -13.95%.
  • Central Index Key (CIK): 0001609251

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Portfolio Holdings for Krensavage Asset Management

Krensavage Asset Management holds 12 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Therapeutics Corporation (UTHR) 16.7 $45M 201k 225.87
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Exelixis (EXEL) 15.3 $42M -10% 1.9M 21.85
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Biogen Idec (BIIB) 15.2 $41M -9% 161k 257.01
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Regeneron Pharmaceuticals (REGN) 14.3 $39M -20% 47k 822.96
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Alkermes (ALKS) 9.3 $25M -17% 906k 28.01
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Cardinal Health (CAH) 9.3 $25M -17% 291k 86.82
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Taro Pharmaceutical Industries (TARO) 8.9 $24M 641k 37.71
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Embecta Corporation (EMBC) 6.5 $18M +8% 1.2M 15.05
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Enanta Pharmaceuticals (ENTA) 3.0 $8.2M +6% 735k 11.17
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Eagle Pharmaceuticals (EGRX) 0.7 $1.8M 113k 15.77
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Vanda Pharmaceuticals (VNDA) 0.6 $1.6M 360k 4.32
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Kodiak Sciences (KOD) 0.2 $616k 342k 1.80
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Past Filings by Krensavage Asset Management

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

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