Krensavage Asset Management, LLC
Top Portfolio Positions
20 positions ·
$255,698,339 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
84,282 | $49,977,540 | 19.55% |
| ENTA |
Enanta Pharmaceuticals Inc
Healthcare
|
2,866,138 | $36,199,322 | 14.16% |
| JAZZ |
Jazz Pharmaceuticals plc
Healthcare
|
167,816 | $31,725,614 | 12.41% |
| BMRN |
Biomarin Pharmaceutical Inc
Healthcare
|
524,786 | $29,645,161 | 11.59% |
| EXEL |
Exelixis, Inc.
Healthcare
|
415,693 | $17,829,072 | 6.97% |
| SNY |
Sanofi
Healthcare
|
323,946 | $15,607,718 | 6.10% |
| SUPN |
Supernus Pharmaceuticals, Inc.
Healthcare
|
280,681 | $14,508,400 | 5.67% |
| INDV |
Indivior Pharmaceuticals, Inc.
Healthcare
|
339,532 | $10,348,935 | 4.05% |
| RARE |
Ultragenyx Pharmaceutical Inc.
Healthcare
|
390,879 | $8,188,915 | 3.20% |
| VNDA |
Vanda Pharmaceuticals Inc.
Healthcare
|
1,180,388 | $8,156,481 | 3.19% |
Portfolio Trend
Holdings in BNTX
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,290,404 | 59,523 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,474,589 | 99,523 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $7,827,074 | 79,366 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,812,981 | 73,382 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $7,973,486 | 87,563 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,663,782 | 93,583 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $11,114,852 | 93,583 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $10,631,065 | 132,293 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $11,070,000 | 120,000 | Shares | Sole | 2024-05-15 | |
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