Krensavage Asset Management’s Vanda Pharmaceuticals VNDA Stock Holding History

Krensavage Asset Management’s Portfolio VNDA Stock Details VNDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.22M	Hold	1,180,388	–	–	2.74%	10
2026 Q1	$8.16M	Hold	1,180,388	–	–	3.19%	10
2025 Q4	$10.4M	Hold	1,180,388	–	–	3.68%	11
2025 Q3	$5.89M	Buy	1,180,388 +155,505	+15%	+$720K	2.51%	14
2025 Q2	$4.84M	Buy	1,024,883 +270,502	+36%	+$1.18M	2.56%	14
2025 Q1	$3.46M	Buy	754,381 +375,619	+99%	+$1.75M	1.91%	13
2024 Q4	$1.81M	Sell	378,762 -35,922	-9%	-$172K	1.07%	11
2024 Q3	$1.95M	Sell	414,684 -247,482	-37%	-$1.33M	1.09%	11
2024 Q2	$3.74M	Buy	+662,166	New	+$3.42M	1.72%	12
2023 Q4	–	Sell	-360,429	Closed	-$1.56M	–	15
2023 Q3	$1.56M	Sell	360,429 -2,522	-0.7%	-$14K	0.57%	11
2023 Q2	$2.39M	Buy	362,951 +1,391	+0.4%	+$8.92K	0.76%	10
2023 Q1	$2.46M	Buy	361,560 +16,270	+5%	+$114K	0.75%	12
2022 Q4	$2.55M	Buy	345,290 +32,991	+11%	+$321K	0.79%	12
2022 Q3	$3.09M	Buy	+312,299	New	+$3.3M	0.98%	13

Other funds holding VNDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Krensavage Asset Management's VNDA Position: Q2 2026 in Review

Krensavage Asset Management held its Vanda Pharmaceuticals (VNDA) position steady in Q2 2026 at 1,180,388 shares worth $7.22M. The position accounts for 2.74% of the portfolio, ranked #10.

Krensavage Asset Management first reported a position in VNDA in Q3 2022 and has held it in 14 quarters since. The position peaked at $10.4M in Q4 2025. 173 funds tracked by Wall St. Rank hold VNDA as of Q2 2026.

Krensavage Asset Management held 1,180,388 shares of Vanda Pharmaceuticals worth $7.22M as of Q2 2026.
Krensavage Asset Management left its Vanda Pharmaceuticals share count unchanged in Q2 2026.
Vanda Pharmaceuticals made up 2.74% of Krensavage Asset Management's portfolio in Q2 2026, its #10 holding.
Krensavage Asset Management first reported a position in Vanda Pharmaceuticals in Q3 2022 and has held it in 14 quarters since.
Krensavage Asset Management's Vanda Pharmaceuticals position peaked at $10.4M in Q4 2025.
173 funds tracked by Wall St. Rank held Vanda Pharmaceuticals as of Q2 2026.

Based on Krensavage Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.