Krensavage Asset Management, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Krensavage Asset Management, LLC disclosed 14 US equity positions worth $180.9m in its Q1 2025 13F filing. The largest position was EXEL at 17.9% of the reported book, followed by UTHR and CAH. Against the Q4 2024 filing, it opened 3 new positions, added to 3 and reduced 5 among the top 14 holdings.
What did Krensavage Asset Management, LLC own in Q1 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | EXEL EXELIXIS INC | Healthcare | 17.9% | $32.4m | 878,533 | -9% | reduced |
| 2 | UTHR UNITED THERAPEUTICS CORP | Healthcare | 16.7% | $30.3m | 98,228 | 7% | added |
| 3 | CAH CARDINAL HEALTH INC | Healthcare | 14.4% | $26.0m | 188,745 | -10% | reduced |
| 4 | SUPN SUPERNUS PHARMACEUTICALS INC | Healthcare | 7.8% | $14.1m | 431,986 | – | new |
| 5 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 6.9% | $12.5m | 100,703 | -5% | reduced |
| 6 | ENTA ENANTA PHARMACEUTICALS INC | Healthcare | 6.5% | $11.7m | 2,116,586 | -0% | held |
| 7 | GSK GSK PLC-SPON ADR | Healthcare | 5.8% | $10.5m | 272,000 | – | new |
| 8 | INDIVIOR PLC | 5.1% | $9.2m | 965,368 | 3% | added | |
| 9 | SNY SANOFI-ADR | 4.6% | $8.3m | 149,096 | -0% | held | |
| 10 | BNTX BIONTECH SE-ADR | Healthcare | 4.4% | $8.0m | 87,563 | -1% | reduced |
| 11 | AVADEL PHARMACEUTICALS | 4.1% | $7.4m | 950,000 | – | new | |
| 12 | ALKS ALKERMES PLC | Healthcare | 3.8% | $6.9m | 207,822 | -13% | reduced |
| 13 | VNDA VANDA PHARMACEUTICALS INC | Healthcare | 1.9% | $3.5m | 754,381 | 99% | added |
| 14 | MURAL ONCOLOGY PLC | 0.0% | $89.0k | 70,263 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.