Krensavage Asset Management, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Krensavage Asset Management, LLC

CIK Number: 0001609251

188.94M
Market Value
14
# of Holdings
11 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 EXEL Exelixis, Inc.
37.88
+1.34% 878.53K -9.04% 32.44M 19.09 17.93% Share
2 UTHR United Therapeu...
400.52
+5.27% 98.23K +6.70% 30.28M 130.6 16.74% Share
3 CAH Cardinal Health...
149.47
+0.09% 188.75K -9.62% 26M 60.19 14.38% Share
4 SUPN Supernus Pharma...
46.00
+1.25% 431.99K +100.00% 14.15M 32.75 7.82% Share
5 JAZZ Jazz Pharmaceut...
129.50
+1.16% 100.7K -4.82% 12.5M 121.65 6.91% Share
6 ENTA Enanta Pharmace...
8.85
-0.45% 2.12M -0.04% 11.68M 20.19 6.46% Share
7 GSK GSK plc
40.48
+2.21% 272K +100.00% 10.54M 38.74 5.83% Share
8 INDV Indivior PLC
24.98
+1.01% 965.37K +3.17% 9.2M 10.39 5.09% Share
9 SNY Sanofi
46.50
+2.58% 149.1K -0.07% 8.27M 49.72 4.57% Share
10 BNTX BioNTech SE
112.46
+8.66% 87.56K -1.24% 7.97M 91.79 4.41% Share
11 AVDL Avadel Pharmace...
15.76
+5.14% 950K +100.00% 7.44M 7.83 4.11% Share
12 ALKS Alkermes plc
29.94
+3.53% 207.82K -12.73% 6.86M 19.49 3.79% Share
13 VNDA Vanda Pharmaceu...
4.61
-0.65% 754.38K +99.17% 3.46M 5.09 1.91% Share
14 MURA Mural Oncology ...
2.07
+0.24% 70.26K +0.14% 89K 5.88 0.05% Share