Krensavage Asset Management, LLC Portfolio Holdings

Krensavage Asset Management, LLC

  • $169 Million
  • Q4 2024

Krensavage Asset Management, LLC has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $169 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: United Therapeutics Corp with a value of $32.5M, Exelixis, Inc. with a value of $32.2M, Cardinal Health Inc with a value of $24.7M, Biogen Inc. with a value of $16.7M, and Jazz Pharmaceuticals PLC with a value of $13M.

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 $169 Million
Healthcare: $157 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.6B
$32.5 Million 19.22% of portfolio
92,057
Q4 2024 Reduced 38.71%
$12.5B
$32.2 Million 19.03% of portfolio
965,866
Q4 2024 Reduced 24.64%
$33.9B
$24.7 Million 14.61% of portfolio
208,845
Q4 2024 Reduced 0.67%
$20.2B
$16.7 Million 9.85% of portfolio
108,923
Q4 2024 Reduced 4.03%
$9B
$13 Million 7.71% of portfolio
105,803
Q4 2024 Reduced 4.04%
$161M
$12.2 Million 7.2% of portfolio
2,117,390
Q4 2024 Added 41.34%
$27.4B
$10.1 Million 5.98% of portfolio
88,663
Q4 2024 Reduced 5.26%
$137B
$7.2 Million 4.26% of portfolio
149,196
Q4 2024 Added 42,165.16%
$5.64B
$6.85 Million 4.05% of portfolio
238,136
Q4 2024 Reduced 5.31%
$269M
$1.81 Million 1.07% of portfolio
378,762
Q4 2024 Added 277.51%

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $169 Million
  • Prior Value $169 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 18, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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