Krensavage Asset Management

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

  • Top 5 stock holdings are REGN, ALXN, UTHR, BIIB, ENTA, and represent 67.23% of Krensavage Asset Management's stock portfolio.
  • Added to shares of these 6 stocks: SRGA (+$11M), ENTA, REGN, TARO, ALKS, IVC.
  • Started 1 new stock positions in SRGA.
  • Reduced shares in these 6 stocks: , ALXN (-$11M), UTHR, MCK, BIIB, ANAB.
  • Sold out of its positions in RTI Biologics.
  • Krensavage Asset Management was a net seller of stock by $-27M.
  • Krensavage Asset Management has $314M in assets under management (AUM), dropping by -14.55%.

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Portfolio Holdings for Krensavage Asset Management

Companies in the Krensavage Asset Management portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Regeneron Pharmaceuticals (REGN) 14.7 $46M +3% 82k 559.78
Alexion Pharmaceuticals (ALXN) 14.4 $45M -19% 397k 114.43
United Therapeutics Corporation (UTHR) 13.7 $43M -9% 426k 101.00
Biogen Idec (BIIB) 12.4 $39M -9% 137k 283.68
Enanta Pharmaceuticals (ENTA) 12.0 $38M +8% 825k 45.78
Taro Pharmaceutical Industries (TARO) 9.4 $30M +3% 537k 54.85
McKesson Corporation (MCK) 8.8 $28M -13% 186k 148.93
Alkermes (ALKS) 8.3 $26M 1.6M 16.57
Rti Biologics (SRGA) 3.6 $11M NEW 6.3M 1.81
Invacare Corporation (IVC) 2.1 $6.6M 881k 7.52
Anaptysbio Inc Common (ANAB) 0.6 $1.8M -35% 119k 14.75

Past Filings by Krensavage Asset Management

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

View all past filings