Krensavage Asset Management as of March 31, 2024
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 12 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Exelixis (EXEL) | 16.5 | $37M | 1.6M | 23.73 | |
| United Therapeutics Corporation (UTHR) | 16.0 | $36M | 157k | 229.72 | |
| Biogen Idec (BIIB) | 12.8 | $29M | 134k | 215.63 | |
| Taro Pharmaceutical Industries (TARO) | 12.2 | $27M | 648k | 42.34 | |
| Cardinal Health (CAH) | 11.7 | $26M | 236k | 111.90 | |
| Enanta Pharmaceuticals (ENTA) | 8.7 | $20M | 1.1M | 17.46 | |
| Jazz Pharmaceuticals (JAZZ) | 5.4 | $12M | 101k | 120.42 | |
| Regeneron Pharmaceuticals (REGN) | 5.3 | $12M | 13k | 962.46 | |
| Biontech Se (BNTX) | 4.9 | $11M | 120k | 92.25 | |
| Sanofi-Aventis SA (SNY) | 3.3 | $7.3M | 151k | 48.60 | |
| Alkermes (ALKS) | 3.1 | $7.0M | 258k | 27.07 | |
| Mural Oncology (MURA) | 0.2 | $430k | 88k | 4.89 |
