Krensavage Asset Management, LLC Portfolio Holdings by Sector
Krensavage Asset Management, LLC
- $189 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Biotechnology | Healthcare
UTHR EXEL JAZZ ENTA BNTX VNDA REGN 7 stocks |
$99,041
63.63% of portfolio
|
4
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH 1 stocks |
$22,469
14.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
SUPN ALKS 2 stocks |
$20,835
13.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
SNY JNJ 2 stocks |
$13,306
8.55% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|