Krensavage Asset Management as of Sept. 30, 2025
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 17 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 17.4 | $41M | 98k | 419.21 | |
| Enanta Pharmaceuticals (ENTA) | 10.8 | $25M | 2.1M | 11.97 | |
| Jazz Pharmaceuticals (JAZZ) | 9.4 | $22M | 168k | 131.80 | |
| BioMarin Pharmaceutical (BMRN) | 9.4 | $22M | 406k | 54.16 | |
| Exelixis (EXEL) | 9.1 | $21M | 519k | 41.30 | |
| Supernus Pharmaceuticals (SUPN) | 7.4 | $17M | 364k | 47.79 | |
| Sanofi-Aventis SA (SNY) | 6.5 | $15M | 324k | 47.20 | |
| Avadel Pharmaceuticals (AVDL) | 6.2 | $15M | 956k | 15.27 | |
| GSK (GSK) | 5.0 | $12M | 272k | 43.16 | |
| Cardinal Health (CAH) | 4.9 | $12M | 74k | 156.96 | |
| Indivior (INDV) | 3.5 | $8.2M | 340k | 24.11 | |
| Biontech Se (BNTX) | 3.3 | $7.8M | 79k | 98.62 | |
| Alkermes (ALKS) | 2.7 | $6.2M | 208k | 30.00 | |
| Vanda Pharmaceuticals (VNDA) | 2.5 | $5.9M | 1.2M | 4.99 | |
| Regeneron Pharmaceuticals (REGN) | 1.0 | $2.2M | 4.0k | 562.25 | |
| Biogen Idec (BIIB) | 0.6 | $1.4M | 10k | 140.10 | |
| Evolus (EOLS) | 0.3 | $614k | 100k | 6.14 |
