Krensavage Asset Management, LLC Portfolio Holdings by Sector
Krensavage Asset Management, LLC
- $169 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Biotechnology | Healthcare
UTHR EXEL JAZZ ENTA BNTX VNDA 6 stocks |
$101,766
64.75% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH 1 stocks |
$24,700
15.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
BIIB SNY 2 stocks |
$23,853
15.18% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ALKS 1 stocks |
$6,849
4.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|