Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KRENSAVAGE ASSET MANAGEMENT LLC | 08-11-2023 | 06-30-2023 | 12 | 315,622,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BIOGEN INC | COM | 1 | $50,369,000 | 176,826 | 15.96 | 15.15 | -178 | -0.10 | 06-30-2023 |
| UNITED THERAPEUTICS CORP | COM | 2 | $44,749,000 | 202,715 | 14.18 | 16.50 | 10,667 | 5.55 | 06-30-2023 |
| REGENERON PHARMACEUTICALS | COM | 3 | $42,529,000 | 59,188 | 13.47 | 13.40 | -915 | -1.52 | 06-30-2023 |
| EXELIXIS INC | COM | 4 | $40,775,000 | 2,133,703 | 12.92 | 10.60 | -4,336 | -0.20 | 06-30-2023 |
