Krensavage Asset Management, LLC Portfolio Holdings

Krensavage Asset Management, LLC

  • $181 Million
  • Q1 2025

Krensavage Asset Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $181 Million distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exelixis, Inc. with a value of $32.4M, United Therapeutics Corp with a value of $30.3M, Cardinal Health Inc with a value of $26M, Supernus Pharmaceuticals, Inc. with a value of $14.1M, and Jazz Pharmaceuticals PLC with a value of $12.5M.

Examining the 13F form we can see an increase of $11.9M in the current position value, from $169M to 181M.

Krensavage Asset Management, LLC is based out at New York, NY

Below you can find more details about Krensavage Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $181 Million
Healthcare: $154 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.1B
$32.4 Million 17.93% of portfolio
878,533
Q1 2025 Reduced 9.04%
$12.9B
$30.3 Million 16.74% of portfolio
98,228
Q1 2025 Added 6.7%
$43.8B
$26 Million 14.38% of portfolio
188,745
Q1 2025 Reduced 9.62%
$1.67B
$14.1 Million 7.82% of portfolio
431,986
Q1 2025 New
$6.7B
$12.5 Million 6.91% of portfolio
100,703
Q1 2025 Reduced 4.82%
$155M
$11.7 Million 6.46% of portfolio
2,116,586
Q1 2025 Reduced 0.04%
Gsk Plc Spon Adr
-
$10.5 Million 5.83% of portfolio
-
Q1 2025 New
Indivior PLC
-
$9.2 Million 5.09% of portfolio
-
Q1 2025 Added 3.17%
$120B
$8.27 Million 4.57% of portfolio
149,096
Q1 2025 Reduced 0.07%
$25.9B
$7.97 Million 4.41% of portfolio
87,563
Q1 2025 Reduced 1.24%
Avadel Pharmaceuticals
-
$7.44 Million 4.11% of portfolio
-
Q1 2025 New
$4.73B
$6.86 Million 3.79% of portfolio
207,822
Q1 2025 Reduced 12.73%
$270M
$3.46 Million 1.91% of portfolio
754,381
Q1 2025 Added 99.17%
Mural Oncology PLC
-
$89,000 0.05% of portfolio
-
Q1 2025 Added 0.14%

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $181 Million
  • Prior Value $169 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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