KA

Krensavage Asset Management, LLC

13F
Krensavage Asset Management, LLC
Last update 2024-11-15 13 Stocks (1 new)
Value $178.00 Mil Turnover 5 %
Countries:
Top Holdings: UTHR(20.14%)EXEL(18.64%)CAH(13.02%)BIIB(12.33%)ENTA(8.70%)
Portfolio Report
Summary Stock Picks Current Portfolio
Krensavage Asset Management, L... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
UTHR 		United Therapeutics Corp
100,332
35950.000
-15.12%
20.140
-2.61%
0.220
+0.60%
+2.52%
16145.244
Biotechnology
EXEL 		Exelixis Inc
1,281,612
33260.000
-23.60%
18.640
-4.08%
0.450
+30.46%
+11.65%
10643.530
Biotechnology
CAH 		Cardinal Health Inc
210,263
23240.000
-3.40%
13.020
-0.33%
0.090
+11.68%
+5.75%
30181.130
Medical Distribution
BIIB 		Biogen Inc
113,502
22000.000
-8.31%
12.330
-1.09%
0.080
-26.23%
-7.59%
20546.427
Drug Manufacturers
ENTA 		Enanta Pharmaceuticals Inc
1,498,074
15520.000
+19.72%
8.700
+1.43%
7.070
-58.87%
-16.52%
102.157
Biotechnology
JAZZ 		Jazz Pharmaceuticals PLC
110,257
12280.000
+1.08%
6.880
+0.07%
0.180
+4.96%
-0.04%
7450.424
Biotechnology
BNTX 		BioNTech SE
93,583
11120.000
-29.26%
6.230
-1.43%
0.040
-3.06%
-0.02%
27251.246
Biotechnology
SNY 		Sanofi SA
150,205
8660.000
-2.36%
4.850
-0.08%
0.010
-9.37%
+2.54%
123779.477
Drug Manufacturers
ALKS 		Alkermes PLC
251,495
7040.000
-2.35%
3.940
-0.07%
0.160
+3.63%
+0.89%
4700.363
Drug Manufacturers
INDV 		Indivior PLC
701,873
6840.000
New Holding
3.830
+3.83%
0.550
+44.88%
-6.76%
1389.429
Drug Manufacturers

Krensavage Asset Management, LLC's Historical Top Holdings Breakdowns

Krensavage Asset Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
REGN 		Regeneron Pharmaceuticals Inc2024-03-31Reduce
-10.83%
●
902.69 ($950.88) 993.35
$703.43
-26.02%
Reduce -73.56%
12,494
-34,762
ALKS 		Alkermes PLC2024-03-31Reduce
-6.50%
●
26.4 ($28.4) 32.56
$29.05
2.29%
Reduce -71.95%
257,554
-660,484
EMBC 		Embecta Corp2023-12-31Sold Out
-6.45%
●
12.87 ($16.41) 19.09
$19.39
18.16%
Sold Out
0
-1,164,876
BNTX 		BioNTech SE2024-03-31New Buy
+4.91%
●
88.96 ($95.89) 112.35
$113.67
18.54%
New holding
120,000
120,000
JAZZ 		Jazz Pharmaceuticals PLC2023-12-31New Buy
+4.36%
●
114.26 ($124.79) 136
$123.24
-1.24%
New holding
100,000
100,000
EXEL 		Exelixis Inc2024-09-30Reduce
-4.08%
●
21.96 ($24.85) 27.6
$37.27
49.98%
Reduce -23.6%
1,281,612
-395,781
UTHR 		United Therapeutics Corp2024-06-30Reduce
-3.92%
●
228.26 ($264.67) 319.04
$361.64
36.64%
Reduce -24.57%
118,208
-38,506
INDV 		Indivior PLC2024-09-30New Buy
+3.83%
●
9.27 ($11.71) 15.75
$11.60
-0.94%
New holding
701,873
701,873
REGN 		Regeneron Pharmaceuticals Inc2024-09-30Reduce
-3.62%
●
1024.09 ($1112.86) 1201.76
$703.43
-36.79%
Reduce -95.5%
353
-7,500
UTHR 		United Therapeutics Corp2024-03-31Reduce
-3.44%
●
210.76 ($225.66) 249.51
$361.64
60.26%
Reduce -21.98%
156,714
-44,158

Krensavage Asset Management, LLC Total Holding History ($B)

To

Krensavage Asset Management, LLC's Asset Allocation

To

Krensavage Asset Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Krensavage Asset Management, LLC's Hypothetical Growth since 2024-09-30

Krensavage Asset Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Krensavage Asset Management, LLC's Holdings Heat Map

Size field:

Krensavage Asset Management, LLC's Holdings Bubble Chart

Krensavage Asset Management, LLC News

  • 1

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