KRENSAVAGE ASSET MANAGEMENT, LLC
KRENSAVAGE ASSET MANAGEMENT, LLC runs KRENSAVAGE ASSET MANAGEMENT, LLC and currently holds 18 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $263.22M. Their top holdings are ENTA, JAZZ, UTHR, BMRN, EXEL. The top five represent 64.6% of reported portfolio weight. KRENSAVAGE ASSET MANAGEMENT, LLC ranks #250 out of 1000 investors tracked by Alpha Score. They added to 4 existing positions. They trimmed 2 positions. Their current best-performing preview position is EOLS with returns of +68.89%.
18 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
ENTA ENANTA PHARMACEUTICALS INC | 15.88% | $18.92 | $13.47 | -28.81% | Held |
JAZZ JAZZ PHARMACEUTICALS PLC | 15.36% | $115.90 | $254.28 | +119.40% | Held |
UTHR UNITED THERAPEUTICS CORP | 14.26% | $135.12 | $513.12 | +279.75% | Trimmed -17.80% |
BMRN BIOMARIN PHARMACEUTICAL INC | 11.41% | $55.36 | $66.70 | +20.48% | Held |
EXEL EXELIXIS INC | 7.66% | $20.16 | $54.08 | +168.25% | Trimmed -10.83% |
ABT ABBOTT LABORATORIES | 6.89% | $91.04 | $116.63 | +28.11% | Added +3900.00% |
SNY SANOFI-ADR | 5.25% | $48.36 | $45.85 | -5.19% | Held |
SUPN SUPERNUS PHARMACEUTICALS INC | 4.96% | $32.64 | $45.85 | +40.47% | Held |
RARE ULTRAGENYX PHARMACEUTICAL IN | 4.96% | $21.73 | $25.83 | +18.87% | Held |
VNDA VANDA PHARMACEUTICALS INC | 2.74% | $4.99 | $5.28 | +5.81% | Held |
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