KRENSAVAGE ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ENTA | 2.11M | $25.31M |
 | VNDA | 1.18M | $5.89M |
 | AVDL | 956K | $14.60M |
 | EXEL | 519K | $21.41M |
 | BMRN | 405K | $21.96M |
 | SUPN | 363K | $17.37M |
 | INDV | 340K | $8.19M |
 | SNY | 324K | $15.29M |
 | GSK | 272K | $11.73M |
 | ALKS | 208K | $6.24M |
 | JAZZ | 168K | $22.12M |
 | EOLS | 100K | $614.00K |
 | UTHR | 98K | $40.93M |
 | BNTX | 79K | $7.83M |
 | CAH | 74K | $11.57M |
 | BIIB | 10K | $1.40M |
 | REGN | 4K | $2.25M |
Enanta Pharmaceuticals, Inc.
ENTA
Shares Held
2.11M
Value
$25.31M
Vanda Pharmaceuticals Inc.
VNDA
Shares Held
1.18M
Value
$5.89M
Avadel Pharmaceuticals plc
AVDL
Shares Held
956K
Value
$14.60M
Exelixis, Inc.
EXEL
Shares Held
519K
Value
$21.41M
BioMarin Pharmaceutical Inc.
BMRN
Shares Held
405K
Value
$21.96M
Supernus Pharmaceuticals, Inc.
SUPN
Shares Held
363K
Value
$17.37M
Indivior PLC
INDV
Shares Held
340K
Value
$8.19M
Sanofi
SNY
Shares Held
324K
Value
$15.29M
GSK plc
GSK
Shares Held
272K
Value
$11.73M
Alkermes plc
ALKS
Shares Held
208K
Value
$6.24M
Jazz Pharmaceuticals plc
JAZZ
Shares Held
168K
Value
$22.12M
Evolus, Inc.
EOLS
Shares Held
100K
Value
$614.00K
United Therapeutics Corporation
UTHR
Shares Held
98K
Value
$40.93M
BioNTech SE
BNTX
Shares Held
79K
Value
$7.83M
Cardinal Health, Inc.
CAH
Shares Held
74K
Value
$11.57M
Biogen Inc.
BIIB
Shares Held
10K
Value
$1.40M
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
4K
Value
$2.25M