Krensavage Asset Management LLC Michael Krensavage
New York, NY 21 processed 13Fs on this site, 2021 Q3 to 2026 Q2
- $263M
- 18 holdings
- 2026 Q2
- +2.7% QoQ
- Top 5 64.7%
Michael Krensavage's biggest moves in 2026 Q2 were adding to Abbott Laboratories and Embecta, trimming United Therapeutics and Exelixis, and selling out of Indivior Pharmaceuticals and Alkermes.
AUM over time
Latest book
| ENTA, Enanta Pharmaceuticals | Hold | 2,866,138 | $14.58 | $42M | — | — | |
| JAZZ, Jazz Pharmaceuticals | Hold | 167,816 | $240.97 | $40M | — | — | |
| UTHR, United Therapeutics | Reduce −17.8% | 69,282 | $541.83 | $38M | −15,000 | −$12M | |
| BMRN, Biomarin Pharmaceutical | Hold | 524,786 | $57.22 | $30M | — | — | |
| EXEL, Exelixis | Reduce −10.8% | 370,693 | $54.41 | $20M | −45,000 | +$2.3M | |
| ABT, Abbott Laboratories | Add +3900.0% | 200,000 | $90.74 | $18M | +195,000 | +$18M | |
| SNY, Sanofi-Adr | Hold | 323,946 | $42.66 | $14M | — | — | |
| SUPN, Supernus Pharmaceuticals | Hold | 280,681 | $46.51 | $13M | — | — | |
| RARE | Hold | 390,879 | $33.39 | $13M | — | — | |
| VNDA, Vanda Pharmaceuticals | Hold | 1,180,388 | $6.12 | $7.2M | — | — | |
| BNTX, Biontech Se-Adr | Hold | 59,523 | $93.06 | $5.5M | — | — | |
| GSK | Hold | 96,729 | $52.42 | $5.1M | — | — | |
| BIIB, Biogen | Hold | 20,000 | $216.05 | $4.3M | — | — | |
| REGN, Regeneron | Add +50.0% | 6,000 | $623.50 | $3.7M | +2,000 | +$650K | |
| EMBC, Embecta | Add +54.4% | 1,135,340 | $3.26 | $3.7M | +400,000 | −$2.8M | |
| ARDX, Ardelyx | Add +6.9% | 534,523 | $5.10 | $2.7M | +34,523 | −$269K | |
| Inmode | Hold | 120,942 | $14.62 | $1.8M | — | — | |
| EOLS, Evolus | Hold | 157,985 | $6.94 | $1.1M | — | — |
Exits / last held
Gone since 2026 Q1, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| INDV, Indivior Pharmaceuticals | Exit | 0 | $30.48 | $10M | −339,532 | −$10M | |
| ALKS, Alkermes | Exit | 0 | $35.36 | $3.8M | −107,822 | −$3.8M |
Filings history
20 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 18 | $263M | +2.7% | 13F-HR | 8/13/2026 | 000160925126000005 |
| 2026 Q1 | 20 | $256M | −9.5% | 13F-HR | 5/15/2026 | 000160925126000004 |
| 2025 Q4 | 18 | $283M | +20.4% | 13F-HR | 2/18/2026 | 000160925126000003 |
| 2025 Q3 | 17 | $235M | +24.3% | 13F-HR | 11/17/2025 | 000160925125000007 |
| 2025 Q2 | 15 | $189M | +4.4% | 13F-HR | 8/15/2025 | 000160925125000006 |
| 2025 Q1 | 14 | $181M | +7.1% | 13F-HR | 5/15/2025 | 000160925125000004 |
| 2024 Q4 | 12 | $169M | — | RESTATEMENT | 2/18/2025 | 000160925125000002 |
| 2024 Q4 | 12 | $169M | −5.1% | 13F-HR | 2/18/2025 | 000160925125000001 |
| 2024 Q3 | 13 | $178M | −18.3% | 13F-HR | 11/15/2024 | 000164227424000006 |
| 2024 Q2 | 13 | $218M | −3.5% | 13F-HR | 8/15/2024 | 000160925124000006 |
| 2024 Q1 | 12 | $226M | −19.9% | 13F-HR | 5/15/2024 | 000160925124000005 |
| 2023 Q4 | 12 | $282M | +3.7% | 13F-HR | 2/14/2024 | 000160925124000002 |
| 2023 Q3 | 12 | $272M | −13.9% | 13F-HR | 11/15/2023 | 000160925123000005 |
| 2023 Q2 | 12 | $316M | −4.0% | 13F-HR | 8/11/2023 | 000160925123000004 |
| 2023 Q1 | 12 | $329M | +1.5% | 13F-HR | 5/16/2023 | 000160925123000003 |
| 2022 Q4 | 12 | $324M | +3.2% | 13F-HR | 2/15/2023 | 000160925123000001 |
| 2022 Q3 | 14 | $314M | +4.0% | 13F-HR | 11/15/2022 | 000160925122000005 |
| 2022 Q2 | 14 | $302M | +4.1% | 13F-HR | 8/16/2022 | 000160925122000004 |
| 2022 Q1 | 13 | $290M | +0.7% | 13F-HR | 5/17/2022 | 000160925122000003 |
| 2021 Q4 | 10 | $288M | −9.7% | 13F-HR | 2/15/2022 | 000160925122000002 |
| 2021 Q3 | 13 | $319M | — | 13F-HR | 11/16/2021 | 000160925121000006 |
About
Krensavage Asset Management LLC
21 processed 13Fs on this site, 2021 Q3 to 2026 Q2