Krensavage Asset Management, LLC Portfolio Holdings by Sector
Krensavage Asset Management, LLC
- $178 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Biotechnology | Healthcare
UTHR EXEL ENTA JAZZ BNTX VNDA REGN 7 stocks |
$110,447
64.45% of portfolio
|
  2  
|
  5  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
BIIB SNY 2 stocks |
$30,657
17.89% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
CAH 1 stocks |
$23,238
13.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ALKS 1 stocks |
$7,039
4.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|