Krensavage Asset Management, LLC Portfolio Holdings by Sector
Krensavage Asset Management, LLC
- $235 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Biotechnology | Healthcare
UTHR ENTA JAZZ BMRN EXEL BNTX VNDA REGN 8 stocks |
$147,702
73.78% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
SUPN ALKS EOLS 3 stocks |
$24,220
12.1% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
SNY BIIB 2 stocks |
$16,691
8.34% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH 1 stocks |
$11,575
5.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|