Krensavage Asset Management, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Krensavage Asset Management, LLC disclosed 15 US equity positions worth $188.9m in its Q2 2025 13F filing. The largest position was UTHR at 15.4% of the reported book, followed by CAH and EXEL. Against the Q1 2025 filing, it opened 2 new positions, added to 6 and reduced 3 among the top 15 holdings.
What did Krensavage Asset Management, LLC own in Q2 2025? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | UTHR UNITED THERAPEUTICS CORP | Healthcare | 15.4% | $29.1m | 101,146 | 3% | added |
| 2 | CAH CARDINAL HEALTH INC | Healthcare | 11.9% | $22.5m | 133,745 | -29% | reduced |
| 3 | EXEL EXELIXIS INC | Healthcare | 11.5% | $21.8m | 493,526 | -44% | reduced |
| 4 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 9.3% | $17.5m | 164,816 | 64% | added |
| 5 | ENTA ENANTA PHARMACEUTICALS INC | Healthcare | 8.5% | $16.0m | 2,114,444 | -0% | held |
| 6 | SUPN SUPERNUS PHARMACEUTICALS INC | Healthcare | 7.9% | $14.9m | 472,376 | 9% | added |
| 7 | INDIVIOR PLC | 7.6% | $14.4m | 974,474 | 1% | added | |
| 8 | GSK GSK PLC-SPON ADR | Healthcare | 5.5% | $10.4m | 271,729 | -0% | held |
| 9 | AVADEL PHARMACEUTICALS | 4.5% | $8.5m | 958,877 | 1% | added | |
| 10 | BNTX BIONTECH SE-ADR | Healthcare | 4.1% | $7.8m | 73,382 | -16% | reduced |
| 11 | SNY SANOFI-ADR | 3.8% | $7.2m | 148,946 | -0% | held | |
| 12 | JNJ JOHNSON & JOHNSON | Healthcare | 3.2% | $6.1m | 40,000 | – | new |
| 13 | ALKS ALKERMES PLC | Healthcare | 3.1% | $5.9m | 207,822 | 0% | held |
| 14 | VNDA VANDA PHARMACEUTICALS INC | Healthcare | 2.6% | $4.8m | 1,024,883 | 36% | added |
| 15 | REGN REGENERON PHARMACEUTICALS | Healthcare | 1.1% | $2.1m | 4,000 | – | new |
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.