Krensavage Asset Management

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

  • Top 5 stock holdings are UTHR, ALXN, REGN, BIIB, ENTA, and represent 65.58% of Krensavage Asset Management's stock portfolio.
  • Added to shares of these 1 stocks: ALKS (+$30M).
  • Krensavage Asset Management was a net buyer of stock by $30M.
  • Krensavage Asset Management has $368M in assets under management (AUM), growing by 0.00%.

Portfolio Holdings for Krensavage Asset Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Therapeutics Corporation (UTHR) 15.6 $57M 473k 121.00
Alexion Pharmaceuticals (ALXN) 15.1 $55M 493k 112.24
Regeneron Pharmaceuticals (REGN) 13.5 $50M 80k 623.65
Biogen Idec (BIIB) 11.0 $41M 151k 267.55
Enanta Pharmaceuticals (ENTA) 10.4 $38M 763k 50.21
Taro Pharmaceutical Industries (TARO) 9.4 $35M 522k 66.49
McKesson Corporation (MCK) 9.0 $33M 216k 153.42
Alkermes (ALKS) 8.3 $30M +156466400% 1.6M 19.40
RTI Biologics (RTIX) 5.1 $19M 5.9M 3.18
Invacare Corporation (IVC) 1.5 $5.6M 876k 6.37
Anaptysbio Inc Common (ANAB) 1.1 $4.1M 185k 22.34

Past Filings by Krensavage Asset Management

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

View all past filings