Krensavage Asset Management as of June 30, 2024
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 13 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Exelixis (EXEL) | 17.3 | $38M | 1.7M | 22.47 | |
| United Therapeutics Corporation (UTHR) | 17.3 | $38M | 118k | 318.55 | |
| Biogen Idec (BIIB) | 13.2 | $29M | 124k | 231.82 | |
| Taro Pharmaceutical Industries (TARO) | 12.8 | $28M | 650k | 43.00 | |
| Cardinal Health (CAH) | 9.8 | $21M | 218k | 98.32 | |
| Enanta Pharmaceuticals (ENTA) | 7.5 | $16M | 1.3M | 12.97 | |
| Jazz Pharmaceuticals (JAZZ) | 5.3 | $12M | 109k | 106.73 | |
| Biontech Se (BNTX) | 4.9 | $11M | 132k | 80.36 | |
| Regeneron Pharmaceuticals (REGN) | 3.8 | $8.3M | 7.9k | 1051.06 | |
| Sanofi-Aventis SA (SNY) | 3.4 | $7.5M | 154k | 48.52 | |
| Alkermes (ALKS) | 2.8 | $6.2M | 258k | 24.10 | |
| Vanda Pharmaceuticals (VNDA) | 1.7 | $3.7M | 662k | 5.65 | |
| Mural Oncology (MURA) | 0.1 | $236k | 75k | 3.14 |
