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KRENSAVAGE ASSET MANAGEMENT, LLC 13F portfolio summary

KRENSAVAGE ASSET MANAGEMENT, LLC of KRENSAVAGE ASSET MANAGEMENT, LLC has 20 current stock holdings with a reported portfolio value of $255.7M. The portfolio 1 year return is +64.86%. Top holdings include UTHR (19.55%), ENTA (14.16%), JAZZ (12.41%), BMRN (11.59%), EXEL (6.97%).

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KRENSAVAGE ASSET MANAGEMENT, LLC

KRENSAVAGE ASSET MANAGEMENT, LLC
Latest filing: 2026-03-31

KRENSAVAGE ASSET MANAGEMENT, LLC runs KRENSAVAGE ASSET MANAGEMENT, LLC and currently holds 20 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $255.70M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. KRENSAVAGE ASSET MANAGEMENT, LLC ranks #234 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, KRENSAVAGE ASSET MANAGEMENT, LLC's portfolio at KRENSAVAGE ASSET MANAGEMENT, LLC has delivered returns of +64.86%. Their 3-year annualized return is +77.70%. Looking at the 5-year horizon, KRENSAVAGE ASSET MANAGEMENT, LLC has achieved +110.65% annualized returns at KRENSAVAGE ASSET MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+64.86%
#110/1000
3 Year
+77.70%
#389/1000
5 Year
+110.65%
#206/1000

Portfolio Value

$255.70M

Alpha Score

80.6

#234 of 1000

Holdings

20

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change