Krensavage Asset Management as of June 30, 2025
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 15 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 15.4 | $29M | 101k | 287.35 | |
| Cardinal Health (CAH) | 11.9 | $23M | 134k | 168.00 | |
| Exelixis (EXEL) | 11.5 | $22M | 494k | 44.07 | |
| Jazz Pharmaceuticals (JAZZ) | 9.3 | $18M | 165k | 106.12 | |
| Enanta Pharmaceuticals (ENTA) | 8.5 | $16M | 2.1M | 7.56 | |
| Supernus Pharmaceuticals (SUPN) | 7.9 | $15M | 472k | 31.52 | |
| Indivior (INDV) | 7.6 | $14M | 975k | 14.74 | |
| GSK (GSK) | 5.5 | $10M | 272k | 38.40 | |
| Avadel Pharmaceuticals (AVDL) | 4.5 | $8.5M | 959k | 8.85 | |
| Biontech Se (BNTX) | 4.1 | $7.8M | 73k | 106.47 | |
| Sanofi-Aventis SA (SNY) | 3.8 | $7.2M | 149k | 48.31 | |
| Johnson & Johnson (JNJ) | 3.2 | $6.1M | 40k | 152.75 | |
| Alkermes (ALKS) | 3.1 | $5.9M | 208k | 28.61 | |
| Vanda Pharmaceuticals (VNDA) | 2.6 | $4.8M | 1.0M | 4.72 | |
| Regeneron Pharmaceuticals (REGN) | 1.1 | $2.1M | 4.0k | 525.00 |
