KA
| |
Krensavage Asset Management, LLC13F | |
| Krensavage Asset Management, LLC | |
| Last update 2025-05-15 | 14 Stocks (3 new) |
| Value $181.00 Mil | Turnover 20 % |
Krensavage Asset Management, L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXEL | Exelixis Inc | 878,533 | 32,440.0 | -9.04% | 17.930 | -1.72% | 0.320 | +22.88% | +33.54% | 12,127.3 | Biotechnology | |
UTHR | United Therapeutics Corp | 98,228 | 30,280.0 | +6.70% | 16.740 | +1.05% | 0.220 | +2.56% | -17.24% | 13,171.6 | Drug Manufacturers | |
CAH | Cardinal Health Inc | 188,745 | 26,000.0 | -9.62% | 14.370 | -1.41% | 0.080 | +18.81% | +36.40% | 38,083.3 | Medical Distribution | |
SUPN | Supernus Pharmaceuticals Inc | 431,986 | 14,150.0 | New Holding | 7.820 | +7.82% | 0.770 | +5.14% | -10.56% | 1,810.7 | Drug Manufacturers | |
JAZZ | Jazz Pharmaceuticals PLC | 100,703 | 12,500.0 | -4.82% | 6.910 | -0.37% | 0.160 | +9.82% | -8.35% | 6,829.9 | Biotechnology | |
ENTA | Enanta Pharmaceuticals Inc | 2,116,586 | 11,680.0 | -0.04% | 6.460 | 0% | 9.920 | +47.84% | +31.13% | 161.2 | Biotechnology | |
GSK | GSK PLC | 272,000 | 10,540.0 | New Holding | 5.830 | +5.83% | 0.010 | +2.24% | +9.83% | 73,345.5 | Drug Manufacturers | |
INDV | Indivior PLC | 965,368 | 9,200.0 | +3.17% | 5.090 | +0.16% | 0.770 | +77.69% | +28.80% | 2,007.6 | Drug Manufacturers | |
SNY | Sanofi SA | 149,096 | 8,270.0 | -0.07% | 4.570 | 0% | 0.010 | -0.86% | +4.63% | 117,620.5 | Drug Manufacturers | |
BNTX | BioNTech SE | 87,563 | 7,970.0 | -1.24% | 4.410 | -0.07% | 0.040 | +11.40% | -3.45% | 26,448.8 | Biotechnology |
Krensavage Asset Management, LLC's Historical Top Holdings Breakdowns
Krensavage Asset Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIIB | Biogen Inc | 2025-03-31 | Sold Out Sold Out | -9.86% | 133.43 ($142.96) 153.27 | $124.99 | -12.57% | Sold Out | 0 | -108,923 | |
SUPN | Supernus Pharmaceuticals Inc | 2025-03-31 | New Buy New Buy | +7.82% | 31.17 ($35.44) 40 | $32.34 | -8.75% | New holding | 431,986 | 431,986 | |
GSK | GSK PLC | 2025-03-31 | New Buy New Buy | +5.83% | 32.08 ($36.61) 40.39 | $36.31 | -0.82% | New holding | 272,000 | 272,000 | |
AVDL | Avadel Pharmaceuticals PLC | 2025-03-31 | New Buy New Buy | +4.11% | 7.49 ($8.37) 11.06 | $10.83 | 29.39% | New holding | 950,000 | 950,000 | |
EXEL | Exelixis Inc | 2025-03-31 | Reduce Reduce | -1.72% | 32.38 ($35.63) 39.16 | $44.47 | 24.81% | Reduce -9.04% | 878,533 | -87,333 | |
CAH | Cardinal Health Inc | 2025-03-31 | Reduce Reduce | -1.41% | 118.02 ($127.47) 137.77 | $159.56 | 25.17% | Reduce -9.62% | 188,745 | -20,100 | |
UTHR | United Therapeutics Corp | 2025-03-31 | Add Add | +1.05% | 304.42 ($342.7) 380.78 | $292.01 | -14.79% | Add 6.7% | 98,228 | 6,171 | |
VNDA | Vanda Pharmaceuticals Inc | 2025-03-31 | Add Add | +0.95% | 4.31 ($4.66) 5.13 | $4.78 | 2.58% | Add 99.17% | 754,381 | 375,619 | |
ALKS | Alkermes PLC | 2025-03-31 | Reduce Reduce | -0.52% | 28.08 ($32.61) 36 | $29.22 | -10.40% | Reduce -12.73% | 207,822 | -30,314 | |
JAZZ | Jazz Pharmaceuticals PLC | 2025-03-31 | Reduce Reduce | -0.37% | 120.07 ($130.46) 144.17 | $112.87 | -13.48% | Reduce -4.82% | 100,703 | -5,100 |
Krensavage Asset Management, LLC Total Holding History ($B)
Krensavage Asset Management, LLC's Asset Allocation
Krensavage Asset Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Krensavage Asset Management, LLC's Hypothetical Growth since 2025-03-31
Krensavage Asset Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Krensavage Asset Management, LLC's Holdings Heat Map
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Krensavage Asset Management, LLC's Holdings Bubble Chart
Krensavage Asset Management, LLC News
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