Krensavage Asset Management, LLC
- SEC CIK
- 0001609251
- Latest filing
- Aug 13, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 12
- 0 vs. Q1 2023
- Portfolio value
- $315.6M
- −$13.7M (−4.1%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BIIBBiogen Inc. | COM | 176,826 | $50.4M | 16.0% | −300−0.2% | Reduced | History |
| UTHRUnited Therapeutics Corp | COM | 202,715 | $44.7M | 14.2% | +605+0.3% | Added | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 59,188 | $42.5M | 13.5% | −300−0.5% | Reduced | History |
| EXELExelixis, Inc. | COM | 2,133,703 | $40.8M | 12.9% | −2,165−0.1% | Reduced | History |
| ALKSAlkermes plc. | SHS | 1,103,451 | $34.5M | 10.9% | −292,346−20.9% | Reduced | History |
| CAHCardinal Health Inc | Stock | 353,714 | $33.5M | 10.6% | +436+0.1% | Added | History |
| Taro Pharmaceutical Inds LtdM8737E108 | SHS | 643,080 | $24.4M | 7.7% | +1,170+0.2% | Added | – |
| EMBCEmbecta Corp. | Stock | 1,070,810 | $23.1M | 7.3% | +8,687+0.8% | Added | History |
| ENTAEnanta Pharmaceuticals Inc | COM | 687,613 | $14.7M | 4.7% | +84,312+14.0% | Added | History |
| VNDAVanda Pharmaceuticals Inc. | COM | 362,951 | $2.39M | 0.8% | +1,391+0.4% | Added | History |
| KODKodiak Sciences Inc. | COM | 344,634 | $2.38M | 0.8% | −114,855−25.0% | Reduced | History |
| EGRXEagle Pharmaceuticals, Inc. | COM | 113,437 | $2.21M | 0.7% | −300−0.3% | Reduced | History |