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VNDA position history

The shares of Vanda Pharmaceuticals (VNDA) that Krensavage Asset Management LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2022 Q3: 312,299 shares, $3.1M, 0.98% of portfolio, New
  2. 2022 Q4: 345,290 shares, $2.6M, 0.79% of portfolio, Add +10.6%
  3. 2023 Q1: 361,560 shares, $2.5M, 0.75% of portfolio, Add +4.7%
  4. 2023 Q2: 362,951 shares, $2.4M, 0.76% of portfolio, Add +0.4%
  5. 2023 Q3: 360,429 shares, $1.6M, 0.57% of portfolio, Reduce −0.7%
  6. 2023 Q4: not held, Exit
  7. 2024 Q1: not held
  8. 2024 Q2: 662,166 shares, $3.7M, 1.7% of portfolio, New
  9. 2024 Q3: 414,684 shares, $1.9M, 1.1% of portfolio, Reduce −37.4%
  10. 2024 Q4: 479,094 shares, $3.6M, 2.1% of portfolio, Add +15.5%
  11. 2025 Q1: 754,381 shares, $3.5M, 1.9% of portfolio, Add +57.5%
  12. 2025 Q2: 1,024,883 shares, $4.8M, 2.6% of portfolio, Add +35.9%
  13. 2025 Q3: 1,180,388 shares, $5.9M, 2.5% of portfolio, Add +15.2%
  14. 2025 Q4: 1,180,388 shares, $10M, 3.7% of portfolio
  15. 2026 Q1: 1,180,388 shares, $8.2M, 3.2% of portfolio
  16. 2026 Q2: 1,180,388 shares, $7.2M, 2.7% of portfolio
Holdings date Value % of holdings Shares Filing date All 13F holders