Krensavage Asset Management as of March 31, 2025
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 14 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Exelixis (EXEL) | 17.9 | $32M | 879k | 36.92 | |
| United Therapeutics Corporation (UTHR) | 16.7 | $30M | 98k | 308.27 | |
| Cardinal Health (CAH) | 14.4 | $26M | 189k | 137.77 | |
| Supernus Pharmaceuticals (SUPN) | 7.8 | $14M | 432k | 32.75 | |
| Jazz Pharmaceuticals (JAZZ) | 6.9 | $13M | 101k | 124.15 | |
| Enanta Pharmaceuticals (ENTA) | 6.5 | $12M | 2.1M | 5.52 | |
| GSK (GSK) | 5.8 | $11M | 272k | 38.74 | |
| Indivior (INDV) | 5.1 | $9.2M | 965k | 9.53 | |
| Sanofi-Aventis SA (SNY) | 4.6 | $8.3M | 149k | 55.46 | |
| Biontech Se (BNTX) | 4.4 | $8.0M | 88k | 91.05 | |
| Avadel Pharmaceuticals (AVDL) | 4.1 | $7.4M | 950k | 7.83 | |
| Alkermes (ALKS) | 3.8 | $6.9M | 208k | 33.02 | |
| Vanda Pharmaceuticals (VNDA) | 1.9 | $3.5M | 754k | 4.59 | |
| Mural Oncology (MURA) | 0.0 | $89k | 70k | 1.27 |
