Krensavage Asset Management, LLC Portfolio Holdings by Sector
Krensavage Asset Management, LLC
- $218 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Biotechnology | Healthcare
EXEL UTHR ENTA JAZZ BNTX REGN VNDA 7 stocks |
$125,844
57.84% of portfolio
|
  5  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
BIIB SNY 2 stocks |
$36,160
16.62% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
TARO ALKS 2 stocks |
$34,161
15.7% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
CAH 1 stocks |
$21,400
9.84% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|