Krensavage Asset Management, LLC Top Holdings and 13F Report (2024) About Krensavage Asset Management, LLCInvestment ActivityKrensavage Asset Management, LLC has $255.70 thousand in total holdings as of September 30, 2024.Krensavage Asset Management, LLC owns shares of 20 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 11.89% of the portfolio was purchased this quarter.About 22.89% of the portfolio was sold this quarter.This quarter, Krensavage Asset Management, LLC has purchased 18 new stocks and bought additional shares in 4 stocks.Krensavage Asset Management, LLC sold shares of 4 stocks and completely divested from 3 stocks this quarter.Largest Holdings United Therapeutics $49,978Enanta Pharmaceuticals $36,199Jazz Pharmaceuticals $31,726BioMarin Pharmaceutical $29,645Exelixis $17,829 Largest New Holdings this Quarter 45579U109 - INDIVIOR PHARMACEUTICALS INC $10,349 Holding29082K105 - Embecta $6,500 Holding039697107 - Ardelyx $2,995 HoldingM5425M103 - InMode $1,654 Holding002824100 - Abbott Laboratories $513 Holding Largest Purchases this Quarter INDIVIOR PHARMACEUTICALS INC 339,532 shares (about $10.35K)Embecta 735,340 shares (about $6.50K)Ultragenyx Pharmaceutical 241,245 shares (about $5.05K)Ardelyx 500,000 shares (about $3.00K)Biogen 10,000 shares (about $1.83K) Largest Sales this Quarter United Therapeutics 7,000 shares (about $4.15K)BioNTech 40,000 shares (about $3.55K)Exelixis 77,833 shares (about $3.34K)Supernus Pharmaceuticals 32,818 shares (about $1.70K) 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$49,978$4,151 â–¼-7.7%84,28219.5%MedicalENTAEnanta Pharmaceuticals$36,199$1,260 â–²3.6%2,866,13814.2%MedicalJAZZJazz Pharmaceuticals$31,7260.0%167,81612.4%MedicalBMRNBioMarin Pharmaceutical$29,6450.0%524,78611.6%MedicalEXELExelixis$17,829$3,338 â–¼-15.8%415,6937.0%MedicalSNYSanofi$15,6080.0%323,9466.1%MedicalSUPNSupernus Pharmaceuticals$14,508$1,696 â–¼-10.5%280,6815.7%MedicalINDIVIOR PHARMACEUTICALS INC$10,349$10,349 â–²New Holding339,5324.0%COMRAREUltragenyx Pharmaceutical$8,189$5,054 â–²161.2%390,8793.2%MedicalVNDAVanda Pharmaceuticals$8,1560.0%1,180,3883.2%MedicalEMBCEmbecta$6,500$6,500 â–²New Holding735,3402.5%MedicalGSKGSK$5,3380.0%96,7292.1%MedicalBNTXBioNTech$5,290$3,555 â–¼-40.2%59,5232.1%MedicalALKSAlkermes$3,8130.0%107,8221.5%MedicalBIIBBiogen$3,667$1,834 â–²100.0%20,0001.4%MedicalREGNRegeneron Pharmaceuticals$3,0910.0%4,0001.2%MedicalARDXArdelyx$2,995$2,995 â–²New Holding500,0001.2%MedicalINMDInMode$1,654$1,654 â–²New Holding120,9420.6%MedicalEOLSEvolus$649$238 â–²58.0%157,9850.3%MedicalABTAbbott Laboratories$513$513 â–²New Holding5,0000.2%MedicalAVADEL PHARMACEUTICALS$0$18,444 â–¼-100.0%00.0%COMCAHCardinal Health$0$15,155 â–¼-100.0%00.0%MedicalINDVIndivior$0$12,182 â–¼-100.0%00.0%MedicalShowing 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 Email Me a Login Link 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.
