KRENSAVAGE ASSET MANAGEMENT, LLC

PrivateCIK: 1609251
Location

NEW YORK, NY

18
Positions
$263.2K
Total AUM (reported)
8.51M
Total Shares

Allocation by class

TOTAL AUM$263.2K18 positions
COM$263.2K100.0%

Portfolio Concentration

Top 345.5%4–1043.9%11–2510.6%TOP 1089.4%0%100%
Top 3$119.8K45.5%
4–10$115.5K43.9%
11–25$28.0K10.6%

Top 3 weight

45.5%

Top 10 weight

89.4%

Voting Authority Distribution

Total shares with voting rights: 8.51M

Sole

Full voting authority

8.51M

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)

Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:

ENANTA PHARMACEUTICALS INC

SOLE
COM
Shares2.87M
TypeSH
Market value$41.8K
15.88%
Sole
2.87M
Shared
0.00
None
0.00

JAZZ PHARMACEUTICALS PLC

SOLE
COM
Shares167.82K
TypeSH
Market value$40.4K
15.36%
Sole
167.82K
Shared
0.00
None
0.00

UNITED THERAPEUTICS CORP

SOLE
COM
Shares69.28K
TypeSH
Market value$37.5K
14.26%
Sole
69.28K
Shared
0.00
None
0.00

BIOMARIN PHARMACEUTICAL INC

SOLE
COM
Shares524.79K
TypeSH
Market value$30.0K
11.41%
Sole
524.79K
Shared
0.00
None
0.00

EXELIXIS INC

SOLE
COM
Shares370.69K
TypeSH
Market value$20.2K
7.66%
Sole
370.69K
Shared
0.00
None
0.00

ABBOTT LABORATORIES

SOLE
COM
Shares200K
TypeSH
Market value$18.1K
6.89%
Sole
200K
Shared
0.00
None
0.00

SANOFI-ADR

SOLE
COM
Shares323.95K
TypeSH
Market value$13.8K
5.25%
Sole
323.95K
Shared
0.00
None
0.00

SUPERNUS PHARMACEUTICALS INC

SOLE
COM
Shares280.68K
TypeSH
Market value$13.1K
4.96%
Sole
280.68K
Shared
0.00
None
0.00

ULTRAGENYX PHARMACEUTICAL IN

SOLE
COM
Shares390.88K
TypeSH
Market value$13.1K
4.96%
Sole
390.88K
Shared
0.00
None
0.00

VANDA PHARMACEUTICALS INC

SOLE
COM
Shares1.18M
TypeSH
Market value$7.2K
2.74%
Sole
1.18M
Shared
0.00
None
0.00

BIONTECH SE-ADR

SOLE
COM
Shares59.52K
TypeSH
Market value$5.5K
2.10%
Sole
59.52K
Shared
0.00
None
0.00

GSK PLC-SPON ADR

SOLE
COM
Shares96.73K
TypeSH
Market value$5.1K
1.93%
Sole
96.73K
Shared
0.00
None
0.00

BIOGEN INC

SOLE
COM
Shares20K
TypeSH
Market value$4.3K
1.64%
Sole
20K
Shared
0.00
None
0.00

REGENERON PHARMACEUTICALS

SOLE
COM
Shares6K
TypeSH
Market value$3.7K
1.42%
Sole
6K
Shared
0.00
None
0.00

EMBECTA CORP

SOLE
COM
Shares1.14M
TypeSH
Market value$3.7K
1.41%
Sole
1.14M
Shared
0.00
None
0.00

ARDELYX INC

SOLE
COM
Shares534.52K
TypeSH
Market value$2.7K
1.04%
Sole
534.52K
Shared
0.00
None
0.00

INMODE LTD

SOLE
COM
Shares120.94K
TypeSH
Market value$1.8K
0.67%
Sole
120.94K
Shared
0.00
None
0.00

EVOLUS INC

SOLE
COM
Shares157.99K
TypeSH
Market value$1.1K
0.42%
Sole
157.99K
Shared
0.00
None
0.00