Krensavage Asset Management as of March 31, 2021
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 12 positions in its portfolio as reported in the March 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Enanta Pharmaceuticals (ENTA) | 14.7 | $43M | 863k | 49.32 | |
United Therapeutics Corporation (UTHR) | 14.4 | $42M | 249k | 167.27 | |
Taro Pharmaceutical Industries (TARO) | 14.0 | $40M | 548k | 73.75 | |
Regeneron Pharmaceuticals (REGN) | 13.5 | $39M | 83k | 473.14 | |
Biogen Idec (BIIB) | 13.4 | $39M | 139k | 279.75 | |
McKesson Corporation (MCK) | 11.3 | $33M | 168k | 195.04 | |
Alkermes (ALKS) | 10.5 | $30M | 1.6M | 18.68 | |
Rti Biologics | 4.9 | $14M | 6.4M | 2.18 | |
Invacare Corporation | 2.5 | $7.3M | 908k | 8.02 | |
Alexion Pharmaceuticals | 0.4 | $1.1M | 6.9k | 152.92 | |
Anaptysbio Inc Common (ANAB) | 0.2 | $554k | 26k | 21.56 | |
Nextcure (NXTC) | 0.1 | $306k | 31k | 10.00 |