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Krensavage Asset Management’s Supernus Pharmaceuticals SUPN Stock Holding History

Krensavage Asset Management’s Portfolio SUPN Stock Details SUPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.5M Sell
280,681
-32,818
-10% -$1.67M 5.67% 7
2025
Q4 		$15.6M Sell
313,499
-49,980
-14% -$2.43M 5.5% 8
2025
Q3 		$17.4M Sell
363,479
-108,897
-23% -$4.39M 7.4% 6
2025
Q2 		$14.9M Buy
472,376
+40,390
+9% +$1.29M 7.88% 6
2025
Q1 		$14.1M Buy
+431,986
New +$15.3M 7.82% 4

Other funds holding SUPN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Krensavage Asset Management's SUPN Position: Q1 2026 in Review

Krensavage Asset Management reduced its Supernus Pharmaceuticals (SUPN) stake by 10% in Q1 2026, selling an estimated $1.67M and leaving 280,681 shares worth $14.5M. The position accounts for 5.67% of the portfolio, ranked #7.

Krensavage Asset Management first reported a position in SUPN in Q1 2025 and has held it in 5 quarters since. The position peaked at $17.4M in Q3 2025. 327 funds tracked by Wall St. Rank hold SUPN as of Q1 2026.

  • Krensavage Asset Management held 280,681 shares of Supernus Pharmaceuticals worth $14.5M as of Q1 2026.
  • Krensavage Asset Management sold 32,818 Supernus Pharmaceuticals shares in Q1 2026, an estimated $1.67M.
  • Supernus Pharmaceuticals made up 5.67% of Krensavage Asset Management's portfolio in Q1 2026, its #7 holding.
  • Krensavage Asset Management first reported a position in Supernus Pharmaceuticals in Q1 2025 and has held it in 5 quarters since.
  • Krensavage Asset Management's Supernus Pharmaceuticals position peaked at $17.4M in Q3 2025.
  • 327 funds tracked by Wall St. Rank held Supernus Pharmaceuticals as of Q1 2026.

Based on Krensavage Asset Management's 13F filing for Q1 2026, filed 15 May 2026.