Krensavage Asset Management, LLC Portfolio Holdings

Krensavage Asset Management, LLC

  • $235 Million
  • Q3 2025

Krensavage Asset Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $235 Million distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: United Therapeutics Corp with a value of $40.9M, Enanta Pharmaceuticals Inc with a value of $25.3M, Jazz Pharmaceuticals PLC with a value of $22.1M, Biomarin Pharmaceutical Inc with a value of $22M, and Exelixis, Inc. with a value of $21.4M.

Examining the 13F form we can see an increase of $45.8M in the current position value, from $189M to 235M.

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 $235 Million
Healthcare: $200 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21.2B
$40.9 Million 17.44% of portfolio
97,646
Q3 2025 Reduced 3.46%
$250M
$25.3 Million 10.78% of portfolio
2,114,444
Q2 2025 Reduced 0.1%
$8.84B
$22.1 Million 9.42% of portfolio
167,816
Q3 2025 Added 1.82%
$10.2B
$22 Million 9.36% of portfolio
405,450
Q3 2025 New
$13.4B
$21.4 Million 9.12% of portfolio
518,526
Q3 2025 Added 5.07%
$2.41B
$17.4 Million 7.4% of portfolio
363,479
Q3 2025 Reduced 23.05%
$130B
$15.3 Million 6.51% of portfolio
323,946
Q3 2025 Added 117.49%
Avadel Pharmaceuticals
-
$14.6 Million 6.22% of portfolio
-
Q3 2025 Reduced 0.31%
Gsk Plc Spon Adr
-
$11.7 Million 5.0% of portfolio
-
Q2 2025 Reduced 0.1%
$53.8B
$11.6 Million 4.93% of portfolio
73,745
Q3 2025 Reduced 44.86%
Indivior PLC
-
$8.19 Million 3.49% of portfolio
-
Q3 2025 Reduced 65.16%
$25B
$7.83 Million 3.33% of portfolio
79,366
Q3 2025 Added 8.15%
$4.77B
$6.24 Million 2.66% of portfolio
207,822
Q1 2025 Reduced 12.73%
$246M
$5.89 Million 2.51% of portfolio
1,180,388
Q3 2025 Added 15.17%
$74.3B
$2.25 Million 0.96% of portfolio
4,000
Q2 2025 New
$24.1B
$1.4 Million 0.6% of portfolio
10,000
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $235 Million
  • Prior Value $189 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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