Krensavage Asset Management, LLC
NEW YORK NY · SEC CIK 0001609251
$2.56亿2026Q1 申报市值
20持仓数
86.9%前十大占比 · 第一大 19.5%
5 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SUPN 新建仓+$1,034.90万
EMBC 新建仓+$650.00万
RARE 加仓+$505.41万
ARDX 新建仓+$299.50万
BIIB 加仓+$183.35万
2026Q1 卖出最多 按季末市值估算
AVADEL PHARMACEU 清仓-$1,844.40万
CAH 清仓-$1,515.50万
INDIVIOR PLC 清仓-$1,218.20万
UTHR 减仓-$415.09万
BNTX 减仓-$355.49万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| UTHR | UNITED THERAPEUTICS CORP | $4,997.80万 | 19.55% | 84,282 | -7,000 | -7.7% | -$415.09万 | 减仓 |
| ENTA | ENANTA PHARMACEUTICALS INC | $3,619.90万 | 14.16% | 2,866,138 | 99,748 | 3.6% | $125.98万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $3,172.60万 | 12.41% | 167,816 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $2,964.50万 | 11.59% | 524,786 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $1,782.90万 | 6.97% | 415,693 | -77,833 | -15.8% | -$333.82万 | 减仓 |
| SNY | SANOFI-ADR | $1,560.80万 | 6.10% | 323,946 | 0 | 0.0% | — | 不变 |
| — | SUPERNUS PHARMACEUTICALS INC | $1,450.80万 | 5.67% | 280,681 | -32,818 | -10.5% | -$169.63万 | 减仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $1,034.90万 | 4.05% | 339,532 | 339,532 | — | $1,034.90万 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $818.90万 | 3.20% | 390,879 | 241,245 | 161.2% | $505.41万 | 加仓 |
| VNDA | VANDA PHARMACEUTICALS INC | $815.60万 | 3.19% | 1,180,388 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $650.00万 | 2.54% | 735,340 | 735,340 | — | $650.00万 | 新建仓 |
| GSK | GSK PLC-SPON ADR | $533.80万 | 2.09% | 96,729 | 0 | 0.0% | — | 不变 |
| BNTX | BIONTECH SE-ADR | $529.00万 | 2.07% | 59,523 | -40,000 | -40.2% | -$355.49万 | 减仓 |
| ALKS | ALKERMES PLC | $381.30万 | 1.49% | 107,822 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $366.70万 | 1.43% | 20,000 | 10,000 | 100.0% | $183.35万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $309.10万 | 1.21% | 4,000 | 0 | 0.0% | — | 不变 |
| ARDX | ARDELYX INC | $299.50万 | 1.17% | 500,000 | 500,000 | — | $299.50万 | 新建仓 |
| INMD | INMODE LTD | $165.40万 | 0.65% | 120,942 | 120,942 | — | $165.40万 | 新建仓 |
| EOLS | EVOLUS INC | $64.90万 | 0.25% | 157,985 | 57,985 | 58.0% | $23.82万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $51.30万 | 0.20% | 5,000 | 5,000 | — | $51.30万 | 新建仓 |
| — | AVADEL PHARMACEUTICALS | $0 | 0.00% | 0 | -855,860 | -100.0% | -$1,844.40万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -73,745 | -100.0% | -$1,515.50万 | 清仓 |
| — | INDIVIOR PLC | $0 | 0.00% | 0 | -339,532 | -100.0% | -$1,218.20万 | 清仓 |