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Krensavage Asset Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Krensavage Asset Management, LLC

No.6211 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.63亿
环比变动 Q1 2026
+$752.8万+2.9%
持仓股票数
18
新买入
0
加仓
4
减仓
2
清仓
2
持股不变
12
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
ENANTA PHARMACEUTICALSENTA
15.88%14.16%$4,178.8万286.6万股$3,619.9万286.6万股00.00%持仓不变
爵士制药JAZZ
15.36%12.41%$4,043.9万16.8万股$3,172.6万16.8万股00.00%持仓不变
United TherapeuticsUTHR
14.26%19.55%$3,753.9万6.9万股$4,997.8万8.4万股-1.5万股-17.80%减仓
BioMarin制药BMRN
11.41%11.59%$3,002.8万52.5万股$2,964.5万52.5万股00.00%持仓不变
ExelixisEXEL
7.66%6.97%$2,016.9万37.1万股$1,782.9万41.6万股-4.5万股-10.83%减仓
雅培ABT
6.89%0.2%$1,814.8万20.0万股$51.3万5,000股+19.5万股+3,900.00%加仓
SSANOFI SPONSORED ADRSNY
5.25%6.1%$1,382.0万32.4万股$1,560.8万32.4万股00.00%持仓不变
SUPERNUS PHARMACEUTICALSSUPN
4.96%5.67%$1,305.4万28.1万股$1,450.8万28.1万股00.00%持仓不变
UULTRAGENYX PHARMACEUTICAL INRARE
4.96%3.2%$1,305.1万39.1万股$818.9万39.1万股00.00%持仓不变
VANDA PHARMACEUTICALSVNDA
2.74%3.19%$722.4万118.0万股$815.6万118.0万股00.00%持仓不变
BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX
2.1%2.07%$553.9万6.0万股$529.0万6.0万股00.00%持仓不变
GSK SPONSORED ADRGSK
1.93%2.09%$507.1万9.7万股$533.8万9.7万股00.00%持仓不变
渤健BIIB
1.64%1.43%$432.1万2.0万股$366.7万2.0万股00.00%持仓不变
再生元REGN
1.42%1.21%$374.1万6,000股$309.1万4,000股+2,000股+50.00%加仓
EEMBECTAEMBC
1.41%2.54%$370.1万113.5万股$650.0万73.5万股+40.0万股+54.40%加仓
AARDELYXARDX
1.04%1.17%$272.6万53.5万股$299.5万50.0万股+3.5万股+6.90%加仓
INMODEINMD
0.67%0.65%$176.8万12.1万股$165.4万12.1万股00.00%持仓不变
EEVOLUS INC COMEOLS
0.42%0.25%$109.6万15.8万股$64.9万15.8万股00.00%持仓不变

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