Krensavage Asset Management, LLC
CIK 1609251 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $263K
- 持仓
- 18
- 截至
- 2026年6月30日
按 13F 价值排名第 9319（共 9443） · 前 98.7%
投资组合价值同比（季度）：+2.9% 13F不披露现金
- 前十大持仓权重
- 89.38%
- 前二十五大持仓权重
- 100.00%
- 持仓高于 1%
- 16
- 有效持仓数量
- 9.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 7.87% 估计买入 $20421 · 卖出 $24738
中位数持有期：5.0 季度 跟踪时间 Q4 2024–Q2 2026 · 72.0% 仍持有
- 新仓位
- 0
- 增加
- 4
- 减少
- 2
- 已结清
- 2
本页内容
行业细分
Healthcare
100.0%
完整投资组合 18 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| ENTA Enanta Pharmaceuticals, Inc. - Common Stock | $41788 | 15.88% | 2866138 | $5589 | |||
| JAZZ Jazz Pharmaceuticals plc - Ordinary Shares | $40439 | 15.36% | 167816 | $8713 | |||
| UTHR United Therapeutics Corporation - Common Stock | $37539 | 14.26% | 69282 | $-12439 | 下跌 ×4 | ||
| BMRN BioMarin Pharmaceutical Inc. - Common Stock | $30028 | 11.41% | 524786 | $383 | |||
| EXEL Exelixis, Inc. - Common Stock | $20169 | 7.66% | 370693 | $2340 | 下跌 ×3 | ||
| ABT Abbott Laboratories Common Stock | $18148 | 6.89% | 200000 | $17635 | 上涨 ×1 | ||
| SNY Sanofi - American Depositary Shares | $13820 | 5.25% | 323946 | $-1788 | |||
| SUPN Supernus Pharmaceuticals, Inc. - Common Stock | $13054 | 4.96% | 280681 | $-1454 | |||
| RARE Ultragenyx Pharmaceutical Inc. - Common Stock | $13051 | 4.96% | 390879 | $4862 | |||
| VNDA Vanda Pharmaceuticals Inc. - Common Stock | $7224 | 2.74% | 1180388 | $-932 | |||
| BNTX BioNTech SE - American Depositary Shares | $5539 | 2.10% | 59523 | $249 | |||
| GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) | $5071 | 1.93% | 96729 | $-267 | |||
| BIIB Biogen Inc. - Common Stock | $4321 | 1.64% | 20000 | $654 | |||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $3741 | 1.42% | 6000 | $650 | 上涨 ×1 | ||
| EMBC Embecta Corp. - Common Stock | $3701 | 1.41% | 1135340 | $-2799 | 上涨 ×1 | ||
| ARDX Ardelyx, Inc. - Common Stock | $2726 | 1.04% | 534523 | $-269 | 上涨 ×1 | ||
| INMD InMode Ltd. - Ordinary Shares | $1768 | 0.67% | 120942 | $114 | |||
| EOLS Evolus, Inc. - Common Stock | $1096 | 0.42% | 157985 | $447 | |||
| 无匹配项 | |||||||
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| UTHR | 削减 | -15K | -$12K |
| JAZZ | 仅价格变动 | +0 | +$9K |
| ENTA | 仅价格变动 | +0 | +$6K |
| RARE | 仅价格变动 | +0 | +$5K |
| EMBC | 增持 | +400K | -$3K |
| EXEL | 削减 | -45K | +$2K |
| SNY | 仅价格变动 | +0 | -$2K |
| SUPN | 仅价格变动 | +0 | -$1K |
| VNDA | 仅价格变动 | +0 | -$932 |
| BIIB | 仅价格变动 | +0 | +$654 |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。