Krensavage Asset Management
Latest statistics and disclosures from Krensavage Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UTHR, REGN, ALXN, Enanta Pharmaceuticals, BIIB, and represent 66.30% of Krensavage Asset Management's stock portfolio.
- Added to shares of these 10 stocks: ALXN (+$13.34M), Enanta Pharmaceuticals (+$10.85M), Taro Pharmaceutical Industries (+$9.02M), UTHR (+$7.46M), Alkermes Plc, RTIX, BIIB, IVC, Anaptysbio Inc Common, Change Healthcare Inc.
- Started 1 new stock positions in Change Healthcare Inc.
- Reduced shares in these 3 stocks: REGN (-$8.60M), MCK, GILD.
- Krensavage Asset Management was a net buyer of stock by $31.78M.
- Krensavage Asset Management has $310.90M in assets under management (AUM), growing by 6.09%.
Portfolio Holdings for Krensavage Asset Management
Companies in the Krensavage Asset Management portfolio as of the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 16.46 | 539646 | +17% | 94.83 |
| Regeneron Pharmaceuticals (REGN) | 13.64 | 86817 | -16% | 488.29 |
| Alexion Pharmaceuticals (ALXN) | 13.35 | 462138 | +47% | 89.79 |
| Enanta Pharmaceuticals | 11.58 | 700318 | +43% | 51.43 |
| Biogen Idec (BIIB) | 11.27 | 110771 | 316.38 | |
| Taro Pharmaceutical Industries | 9.59 | 487275 | +43% | 61.20 |
| McKesson Corporation (MCK) | 9.50 | 218306 | -14% | 135.26 |
| Alkermes Plc | 5.42 | 1.17M | +29% | 14.42 |
| Gilead Sciences (GILD) | 2.83 | 117755 | -3% | 74.76 |
| RTI Biologics (RTIX) | 2.22 | 4.03M | +10% | 1.71 |
| Invacare Corporation (IVC) | 2.12 | 887246 | 7.43 | |
| Anaptysbio Inc Common | 2.02 | 443877 | 14.13 | |
| Change Healthcare Inc | 0.01 | 3639 | NEW | 9.89 |
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Past Filings by Krensavage Asset Management
View past SEC 13F filings by Krensavage Asset Management
- Krensavage Asset Management 2019 Q4 filed Feb. 18, 2020
- Krensavage Asset Management 2019 Q3 filed Nov. 15, 2019
- Krensavage Asset Management 2019 Q2 filed Aug. 14, 2019
- Krensavage Asset Management 2019 Q1 filed May 15, 2019
- Krensavage Asset Management 2018 Q4 amended filed Feb. 15, 2019
- Krensavage Asset Management 2018 Q4 filed Feb. 14, 2019
- Krensavage Asset Management 2018 Q3 filed Nov. 14, 2018
- Krensavage Asset Management 2018 Q2 filed Aug. 13, 2018
- Krensavage Asset Management 2018 Q1 filed May 14, 2018
- Krensavage Asset Management 2017 Q4 filed Feb. 14, 2018
- Krensavage Asset Management 2017 Q3 filed Nov. 14, 2017
- Krensavage Asset Management 2017 Q2 filed Aug. 14, 2017
- Krensavage Asset Management 2017 Q1 filed May 15, 2017
- Krensavage Asset Management 2016 Q4 filed Feb. 13, 2017
- Krensavage Asset Management 2016 Q3 filed Nov. 14, 2016
- Krensavage Asset Management 2016 Q2 filed Aug. 12, 2016
- Krensavage Asset Management 2015 Q4 filed Feb. 12, 2016
- Krensavage Asset Management 2015 Q3 filed Nov. 13, 2015
- Krensavage Asset Management 2015 Q2 filed Aug. 13, 2015