Krensavage Asset Management as of March 31, 2023
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 12 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Biogen Idec (BIIB) | 15.0 | $49M | 177k | 278.03 | |
| Regeneron Pharmaceuticals (REGN) | 14.8 | $49M | 60k | 821.68 | |
| United Therapeutics Corporation (UTHR) | 13.7 | $45M | 202k | 223.96 | |
| Exelixis (EXEL) | 12.6 | $42M | 2.1M | 19.41 | |
| Alkermes (ALKS) | 11.9 | $39M | 1.4M | 28.19 | |
| Embecta Corporation (EMBC) | 9.1 | $30M | 1.1M | 28.12 | |
| Cardinal Health (CAH) | 8.1 | $27M | 353k | 75.50 | |
| Enanta Pharmaceuticals (ENTA) | 7.4 | $24M | 603k | 40.44 | |
| Taro Pharmaceutical Industries (TARO) | 4.7 | $16M | 642k | 24.32 | |
| Eagle Pharmaceuticals (EGRX) | 1.0 | $3.2M | 114k | 28.37 | |
| Kodiak Sciences (KOD) | 0.9 | $2.8M | 460k | 6.20 | |
| Vanda Pharmaceuticals (VNDA) | 0.7 | $2.5M | 362k | 6.79 |
