KRENSAVAGE ASSET MANAGEMENT, LLC

PrivateCIK: 1609251
Location

NEW YORK, NY

20
Positions
$255.7K
Total AUM (reported)
8.38M
Total Shares

Allocation by class

TOTAL AUM$255.7K20 positions
COM$229.5K89.7%
ADR$26.2K10.3%

Portfolio Concentration

Top 346.1%4–1040.8%11–2513.1%TOP 1086.9%0%100%
Top 3$117.9K46.1%
4–10$104.3K40.8%
11–25$33.5K13.1%

Top 3 weight

46.1%

Top 10 weight

86.9%

Voting Authority Distribution

Total shares with voting rights: 8.38M

Sole

Full voting authority

8.38M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:

UNITED THERAPEUTICS CORP

SOLE
COM
Shares84.28K
TypeSH
Market value$50.0K
19.55%
Sole
84.28K
Shared
0.00
None
0.00

ENANTA PHARMACEUTICALS INC

SOLE
COM
Shares2.87M
TypeSH
Market value$36.2K
14.16%
Sole
2.87M
Shared
0.00
None
0.00

JAZZ PHARMACEUTICALS PLC

SOLE
COM
Shares167.82K
TypeSH
Market value$31.7K
12.41%
Sole
167.82K
Shared
0.00
None
0.00

BIOMARIN PHARMACEUTICAL INC

SOLE
COM
Shares524.79K
TypeSH
Market value$29.6K
11.59%
Sole
524.79K
Shared
0.00
None
0.00

EXELIXIS INC

SOLE
COM
Shares415.69K
TypeSH
Market value$17.8K
6.97%
Sole
415.69K
Shared
0.00
None
0.00

SANOFI-ADR

SOLE
ADR
Shares323.95K
TypeSH
Market value$15.6K
6.10%
Sole
323.95K
Shared
0.00
None
0.00

SUPERNUS PHARMACEUTICALS INC

SOLE
COM
Shares280.68K
TypeSH
Market value$14.5K
5.67%
Sole
280.68K
Shared
0.00
None
0.00

INDIVIOR PHARMACEUTICALS INC

SOLE
COM
Shares339.53K
TypeSH
Market value$10.3K
4.05%
Sole
339.53K
Shared
0.00
None
0.00

ULTRAGENYX PHARMACEUTICAL IN

SOLE
COM
Shares390.88K
TypeSH
Market value$8.2K
3.20%
Sole
390.88K
Shared
0.00
None
0.00

VANDA PHARMACEUTICALS INC

SOLE
COM
Shares1.18M
TypeSH
Market value$8.2K
3.19%
Sole
1.18M
Shared
0.00
None
0.00

EMBECTA CORP

SOLE
COM
Shares735.34K
TypeSH
Market value$6.5K
2.54%
Sole
735.34K
Shared
0.00
None
0.00

GSK PLC-SPON ADR

SOLE
ADR
Shares96.73K
TypeSH
Market value$5.3K
2.09%
Sole
96.73K
Shared
0.00
None
0.00

BIONTECH SE-ADR

SOLE
ADR
Shares59.52K
TypeSH
Market value$5.3K
2.07%
Sole
59.52K
Shared
0.00
None
0.00

ALKERMES PLC

SOLE
COM
Shares107.82K
TypeSH
Market value$3.8K
1.49%
Sole
107.82K
Shared
0.00
None
0.00

BIOGEN INC

SOLE
COM
Shares20K
TypeSH
Market value$3.7K
1.43%
Sole
20K
Shared
0.00
None
0.00

REGENERON PHARMACEUTICALS

SOLE
COM
Shares4K
TypeSH
Market value$3.1K
1.21%
Sole
4K
Shared
0.00
None
0.00

ARDELYX INC

SOLE
COM
Shares500K
TypeSH
Market value$3.0K
1.17%
Sole
500K
Shared
0.00
None
0.00

INMODE LTD

SOLE
COM
Shares120.94K
TypeSH
Market value$1.7K
0.65%
Sole
120.94K
Shared
0.00
None
0.00

EVOLUS INC

SOLE
COM
Shares157.99K
TypeSH
Market value$649.00
0.25%
Sole
157.99K
Shared
0.00
None
0.00

ABBOTT LABORATORIES

SOLE
COM
Shares5K
TypeSH
Market value$513.00
0.20%
Sole
5K
Shared
0.00
None
0.00