Krensavage Asset Management as of March 31, 2018
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 16 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 17.8 | $74M | 654k | 112.36 | |
| Enanta Pharmaceuticals (ENTA) | 14.5 | $60M | 740k | 80.91 | |
| Amgen (AMGN) | 10.8 | $45M | 261k | 170.48 | |
| McKesson Corporation (MCK) | 10.0 | $41M | 291k | 140.87 | |
| Gilead Sciences (GILD) | 9.6 | $39M | 522k | 75.39 | |
| Merck & Co (MRK) | 7.3 | $30M | 552k | 54.47 | |
| RTI Biologics | 4.9 | $20M | 4.4M | 4.60 | |
| Invacare Corporation | 4.7 | $19M | 1.1M | 17.40 | |
| Halyard Health | 4.5 | $19M | 401k | 46.08 | |
| Shire | 4.3 | $18M | 120k | 149.39 | |
| Siemens Healthineers (SEMHF) | 4.0 | $17M | 400k | 41.46 | |
| Orthofix International Nv Com Stk | 3.8 | $16M | 267k | 58.78 | |
| CONMED Corporation (CNMD) | 2.5 | $10M | 164k | 63.33 | |
| Juniper Pharmaceuticals Incorporated | 0.8 | $3.4M | 333k | 10.15 | |
| Vaxart (VXRT) | 0.3 | $1.4M | 257k | 5.32 | |
| Digirad Corporation | 0.1 | $552k | 356k | 1.55 |
