Krensavage Asset Management, LLC Portfolio Holdings by Sector
Krensavage Asset Management, LLC
- $181 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Biotechnology | Healthcare
EXEL UTHR JAZZ ENTA BNTX VNDA 6 stocks |
$98,338
64.01% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH 1 stocks |
$26,003
16.93% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
SUPN ALKS 2 stocks |
$21,010
13.68% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
SNY 1 stocks |
$8,269
5.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|