Krensavage Asset Management, LLC Top Holdings and 13F Report (2024) About Krensavage Asset Management, LLCInvestment ActivityKrensavage Asset Management, LLC has $188.94 thousand in total holdings as of September 30, 2024.Krensavage Asset Management, LLC owns shares of 15 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 9.85% of the portfolio was purchased this quarter.About 14.74% of the portfolio was sold this quarter.This quarter, Krensavage Asset Management, LLC has purchased 14 new stocks and bought additional shares in 6 stocks.Krensavage Asset Management, LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings United Therapeutics $29,064Cardinal Health $22,469Exelixis $21,752Jazz Pharmaceuticals $17,490Enanta Pharmaceuticals $15,985 Largest New Holdings this Quarter 478160104 - Johnson & Johnson $6,110 Holding75886F107 - Regeneron Pharmaceuticals $2,100 Holding Largest Purchases this Quarter Jazz Pharmaceuticals 64,113 shares (about $6.80K)Johnson & Johnson 40,000 shares (about $6.11K)Regeneron Pharmaceuticals 4,000 shares (about $2.10K)Vanda Pharmaceuticals 270,502 shares (about $1.28K)Supernus Pharmaceuticals 40,390 shares (about $1.27K) Largest Sales this Quarter Exelixis 385,007 shares (about $16.97K)Cardinal Health 55,000 shares (about $9.24K)BioNTech 14,181 shares (about $1.51K)Enanta Pharmaceuticals 2,142 shares (about $16.19)GSK 271 shares (about $10.41) Sector Allocation Over TimeMap of 500 Largest Holdings ofKrensavage Asset Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUTHRUnited Therapeutics$29,064$838 ▲3.0%101,14615.4%MedicalCAHCardinal Health$22,469$9,240 ▼-29.1%133,74511.9%MedicalEXELExelixis$21,752$16,969 ▼-43.8%493,52611.5%MedicalJAZZJazz Pharmaceuticals$17,490$6,804 ▲63.7%164,8169.3%MedicalENTAEnanta Pharmaceuticals$15,985$16 ▼-0.1%2,114,4448.5%MedicalSUPNSupernus Pharmaceuticals$14,889$1,273 ▲9.3%472,3767.9%MedicalINDVIndivior$14,364$134 ▲0.9%974,4747.6%MedicalGSKGSK$10,434$10 ▼-0.1%271,7295.5%MedicalAVADEL PHARMACEUTICALS$8,486$79 ▲0.9%958,8774.5%COMBNTXBioNTech$7,813$1,510 ▼-16.2%73,3824.1%MedicalSNYSanofi$7,196$7 ▼-0.1%148,9463.8%MedicalJNJJohnson & Johnson$6,110$6,110 ▲New Holding40,0003.2%MedicalALKSAlkermes$5,9460.0%207,8223.1%MedicalVNDAVanda Pharmaceuticals$4,837$1,277 ▲35.9%1,024,8832.6%MedicalREGNRegeneron Pharmaceuticals$2,100$2,100 ▲New Holding4,0001.1%MedicalMURAL ONCOLOGY PLC$0$89 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access