Krensavage Asset Management, LLC
CIK 1609251 · Holdings on Mar 31, 2025 · First reported May 15, 2025
Top ten holdings
Q1 2025- EXEL17.93%
- UTHR16.74%
- CAH14.38%
- SUPN7.82%
- JAZZ6.91%
- ENTA6.46%
- GSK5.83%
- INDV5.09%
- SNY4.57%
- BNTX4.41%
Share classes counted separately90.14%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- UTHRWeight decreased · -2.48 pp19.22% → 16.74%Shares +6.17K (+6.70%)
- INDVWeight decreased · -1.79 pp6.88% → 5.09%Shares +29.69K (+3.17%)
- BNTXWeight decreased · -1.57 pp5.98% → 4.41%Shares -1.10K (-1.24%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 14
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | EXELEXELIXIS INC View history and evidence | $32.44M | 17.93% | 878.53K shares | 19.03% → 17.93%-1.10 pp -87.33K (-9.04%) | Reduced | ↗▾ |
| 02 | UTHRUNITED THERAPEUTICS CORP View history and evidence | $30.28M | 16.74% | 98.23K shares | 19.22% → 16.74%-2.48 pp +6.17K (+6.70%) | Added | ↗▾ |
| 03 | CAHCARDINAL HEALTH INC View history and evidence | $26.00M | 14.38% | 188.75K shares | 14.61% → 14.38%-0.23 pp -20.10K (-9.62%) | Reduced | ↗▾ |
| 04 | SUPNSUPERNUS PHARMACEUTICALS INC View history and evidence | $14.15M | 7.82% | 431.99K shares | Prior unavailable +431.99K | New | ↗▾ |
| 05 | JAZZJAZZ PHARMACEUTICALS PLC View history and evidence | $12.50M | 6.91% | 100.70K shares | 7.71% → 6.91%-0.80 pp -5.10K (-4.82%) | Reduced | ↗▾ |
| 06 | ENTAENANTA PHARMACEUTICALS INC View history and evidence | $11.68M | 6.46% | 2.12M shares | 7.20% → 6.46%-0.74 pp -804 (-0.04%) | Reduced | ↗▾ |
| 07 | GSKGSK PLC-SPON ADR View history and evidence | $10.54M | 5.83% | 272.00K shares | Prior unavailable +272.00K | New | ↗▾ |
| 08 | INDVINDIVIOR PLC View history and evidence | $9.20M | 5.09% | 965.37K shares | 6.88% → 5.09%-1.79 pp +29.69K (+3.17%) | Added | ↗▾ |
| 09 | SNYSANOFI-ADR View history and evidence | $8.27M | 4.57% | 149.10K shares | 4.26% → 4.57%+0.31 pp -100 (-0.07%) | Reduced | ↗▾ |
| 10 | BNTXBIONTECH SE-ADR View history and evidence | $7.97M | 4.41% | 87.56K shares | 5.98% → 4.41%-1.57 pp -1.10K (-1.24%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BIIB BIOGEN INC | Non-derivative | -108,923 | -$16.66M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1609251 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 180885
}Take these holdings further.
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