Krensavage Asset Management, LLC 13F 持仓 · 2026年Q2
Krensavage Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 18 只证券，申报市值合计 2.63 亿美元。前几大持仓：ENTA（15.88%）、JAZZ（15.36%）、UTHR（14.26%）。本季前 25 大持仓中：增持 4 只、减持 2 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ENTA | ENANTA PHARMACEUTICALS INC | $41.8M | 15.88% | 2.9M | 持平 |
| 2 | JAZZ | JAZZ PHARMACEUTICALS PLC | $40.4M | 15.36% | 167,816 | 持平 |
| 3 | UTHR | UNITED THERAPEUTICS CORP | $37.5M | 14.26% | 69,282 | 减持 |
| 4 | BMRN | BIOMARIN PHARMACEUTICAL INC | $30.0M | 11.41% | 524,786 | 持平 |
| 5 | EXEL | EXELIXIS INC | $20.2M | 7.66% | 370,693 | 减持 |
| 6 | ABT | ABBOTT LABORATORIES | $18.1M | 6.89% | 200,000 | 增持 |
| 7 | SNY | SANOFI-ADR | $13.8M | 5.25% | 323,946 | 持平 |
| 8 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $13.1M | 4.96% | 390,879 | 持平 |
| 9 | SUPN | SUPERNUS PHARMACEUTICALS INC | $13.1M | 4.96% | 280,681 | 持平 |
| 10 | VNDA | VANDA PHARMACEUTICALS INC | $7.2M | 2.74% | 1.2M | 持平 |
| 11 | BNTX | BIONTECH SE-ADR | $5.5M | 2.10% | 59,523 | 持平 |
| 12 | GSK | GSK PLC-SPON ADR | $5.1M | 1.93% | 96,729 | 持平 |
| 13 | BIIB | BIOGEN INC | $4.3M | 1.64% | 20,000 | 持平 |
| 14 | REGN | REGENERON PHARMACEUTICALS | $3.7M | 1.42% | 6,000 | 增持 |
| 15 | EMBC | EMBECTA CORP | $3.7M | 1.41% | 1.1M | 增持 |
| 16 | ARDX | ARDELYX INC | $2.7M | 1.04% | 534,523 | 增持 |
| 17 | INMD | INMODE LTD | $1.8M | 0.67% | 120,942 | 持平 |
| 18 | EOLS | EVOLUS INC | $1.1M | 0.42% | 157,985 | 持平 |
| 19 | ALKS | ALKERMES PLC | $0 | 0.00% | 0 | 清仓 |
| 20 | INDV | INDIVIOR PHARMACEUTICALS INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR