StockDriftsStockDriftsTop 20 Krensavage Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UTHR | UNITED THERAPEUTICS CORP | 19.55% | 84.3K | $50.0M | -7.67%(-7.00K) | $137.36(+313.93%) | 2026-03-31 | |
| ENTA | ENANTA PHARMACEUTICALS INC | 14.16% | 2.87M | $36.2M | +3.61%(+99.75K) | $19.74(-32.06%) | 2026-03-31 | |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 12.41% | 167.8K | $31.7M | +0.00%(+0) | $120.94(+89.17%) | 2026-03-31 | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 11.59% | 524.8K | $29.6M | +0.00%(+0) | $55.07(-5.92%) | 2026-03-31 | |
| EXEL | EXELIXIS INC | 6.97% | 415.7K | $17.8M | -15.77%(-77.83K) | $20.32(+146.67%) | 2026-03-31 | |
| SNY | SANOFI-ADR | 6.1% | 323.9K | $15.6M | +0.00%(+0) | $49.53(-13.81%) | 2026-03-31 | |
| SUPN | SUPERNUS PHARMACEUTICALS INC | 5.67% | 280.7K | $14.5M | -10.47%(-32.82K) | $34.24(+44.38%) | 2026-03-31 | |
| INDV | INDIVIOR PHARMACEUTICALS INC | 4.05% | 339.5K | $10.3M | new | $12.43(+195.84%) | 2026-03-31 | |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | 3.2% | 390.9K | $8.2M | +161.22%(+241.25K) | $23.72(+5.38%) | 2026-03-31 | |
| VNDA | VANDA PHARMACEUTICALS INC | 3.19% | 1.18M | $8.2M | +0.00%(+0) | $5.68(+10.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.62% | +66.91% |
| Top 20 Holdings Unweighted | +10.86% | +36.26% |
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