Q4 2023 · 13F-HR
Krensavage Asset Management, LLCholdings as filed
Filed 2024-02-14 · accession 0001609251-24-000002
$281,853
Reported value
12
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30161Q104 | EXEL | EXELIXIS INC | $45,559 | 16.2% | 1,899,079 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $44,170 | 15.7% | 200,872 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $41,527 | 14.7% | 160,480 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $41,504 | 14.7% | 47,256 | Common | SOLE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $28,373 | 10.1% | 281,476 | Common | SOLE |
| M8737E108 | — | TARO PHARMACEUTICAL INDUS | $27,009 | 9.58% | 646,453 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $25,466 | 9.04% | 918,038 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMACEUTICALS PLC | $12,300 | 4.36% | 100,000 | Common | SOLE |
| 80105N105 | SNY | SANOFI-ADR | $7,479 | 2.65% | 150,400 | Common | SOLE |
| 29251M106 | ENTA | ENANTA PHARMACEUTICALS INC | $6,990 | 2.48% | 742,824 | Common | SOLE |
| 574795100 | MASI | MASIMO CORP | $938 | 0.33% | 8,000 | Common | SOLE |
| G63365103 | MURA | MURAL ONCOLOGY PLC | $538 | 0.19% | 90,833 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.