Krensavage Asset Management, LLC

CIK

1609251

City

NEW YORK

State / Country

NY

Stock

VNDA — Vanda Pharmaceuticals Inc.

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 VNDA

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,156,481	1,180,388	0.0%	Shares	Sole	2026-05-15
2025-12-31	$10,411,022	1,180,388	0.0%	Shares	Sole	2026-02-18
2025-09-30	$5,890,136	1,180,388	+15.2%	Shares	Sole	2025-11-17
2025-06-30	$4,837,447	1,024,883	+35.9%	Shares	Sole	2025-08-15
2025-03-31	$3,462,608	754,381	+99.2%	Shares	Sole	2025-05-15
2024-12-31	$1,814,269	378,762	-8.7%	Shares	Sole	2025-02-18
2024-09-30	$1,944,867	414,684	-37.4%	Shares	Sole	2024-11-15
2024-06-30	$3,741,237	662,166	+83.7%	Shares	Sole	2024-08-15
2023-09-30	$1,557,053	360,429	-0.7%	Shares	Sole	2023-11-15
2023-06-30	$2,391,847	362,951	+0.4%	Shares	Sole	2023-08-11
2023-03-31	$2,454,992	361,560	+4.7%	Shares	Sole	2023-05-16
2022-12-31	$2,551,693	345,290	+10.6%	Shares	Sole	2023-02-15
2022-09-30	$3,085,514	312,299	—	Shares	Sole	2022-11-15
No 13F history on record for this holder in this stock.