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 | Open |
|---|---|---|---|---|---|
| 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
25 quarters · across all stocks
Holdings in SNY
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,607,718 | 323,946 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,698,423 | 323,946 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $15,290,251 | 323,946 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,195,581 | 148,946 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $8,268,864 | 149,096 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,195,723 | 149,196 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $8,656,314 | 150,205 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $7,463,928 | 153,832 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $7,336,607 | 150,959 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,479,392 | 150,400 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||