Krensavage Asset Management, LLC
NEW YORK NY · SEC CIK 0001609251
$2.63亿2026Q2 申报市值
18持仓数
89.4%前十大占比 · 第一大 15.9%
0 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ABT 加仓+$1,769.43万
EMBC 加仓+$130.39万
REGN 加仓+$124.70万
ARDX 加仓+$17.61万
2026Q2 卖出最多 按季末市值估算
SUPN 清仓-$1,034.90万
UTHR 减仓-$812.74万
ALKS 清仓-$381.30万
EXEL 减仓-$244.84万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ENTA | ENANTA PHARMACEUTICALS INC | $4,178.80万 | 15.88% | 2,866,138 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $4,043.90万 | 15.36% | 167,816 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP | $3,753.90万 | 14.26% | 69,282 | -15,000 | -17.8% | -$812.74万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $3,002.80万 | 11.41% | 524,786 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $2,016.90万 | 7.66% | 370,693 | -45,000 | -10.8% | -$244.84万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,814.80万 | 6.89% | 200,000 | 195,000 | 3,900.0% | $1,769.43万 | 加仓 |
| SNY | SANOFI-ADR | $1,382.00万 | 5.25% | 323,946 | 0 | 0.0% | — | 不变 |
| — | SUPERNUS PHARMACEUTICALS INC | $1,305.40万 | 4.96% | 280,681 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $1,305.10万 | 4.96% | 390,879 | 0 | 0.0% | — | 不变 |
| VNDA | VANDA PHARMACEUTICALS INC | $722.40万 | 2.74% | 1,180,388 | 0 | 0.0% | — | 不变 |
| BNTX | BIONTECH SE-ADR | $553.90万 | 2.10% | 59,523 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC-SPON ADR | $507.10万 | 1.93% | 96,729 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $432.10万 | 1.64% | 20,000 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $374.10万 | 1.42% | 6,000 | 2,000 | 50.0% | $124.70万 | 加仓 |
| EMBC | EMBECTA CORP | $370.10万 | 1.41% | 1,135,340 | 400,000 | 54.4% | $130.39万 | 加仓 |
| ARDX | ARDELYX INC | $272.60万 | 1.04% | 534,523 | 34,523 | 6.9% | $17.61万 | 加仓 |
| INMD | INMODE LTD | $176.80万 | 0.67% | 120,942 | 0 | 0.0% | — | 不变 |
| EOLS | EVOLUS INC | $109.60万 | 0.42% | 157,985 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $0 | 0.00% | 0 | -339,532 | -100.0% | -$1,034.90万 | 清仓 |
| ALKS | ALKERMES PLC | $0 | 0.00% | 0 | -107,822 | -100.0% | -$381.30万 | 清仓 |