Krensavage Asset Management, LLC Portfolio Holdings

Krensavage Asset Management, LLC

  • $189 Million
  • Q2 2025

Krensavage Asset Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $189 Million distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: United Therapeutics Corp with a value of $29.1M, Cardinal Health Inc with a value of $22.5M, Exelixis, Inc. with a value of $21.8M, Jazz Pharmaceuticals PLC with a value of $17.5M, and Enanta Pharmaceuticals Inc with a value of $16M.

Examining the 13F form we can see an increase of $8.05M in the current position value, from $181M to 189M.

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 $189 Million
Healthcare: $156 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $189 Million
  • Prior Value $181 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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