Krensavage Asset Management LLC activity
Every position Michael Krensavage opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
Add
4
Reduce
2
Exit
2
8 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| INDV | Exit | 4.1% to 0% | $10M | Q1→Q2 |
| ALKS | Exit | 1.5% to 0% | $3.8M | Q1→Q2 |
| ABT | Add | 0.20% to 6.9% | +3900.0% sh | Q1→Q2 |
| EMBC | Add | 2.5% to 1.4% | +54.4% sh | Q1→Q2 |
| REGN | Add | 1.2% to 1.4% | +50.0% sh | Q1→Q2 |
| ARDX | Add | 1.2% to 1.0% | +6.9% sh | Q1→Q2 |
| UTHR | Reduce | 19.6% to 14.3% | −17.8% sh | Q1→Q2 |
| EXEL | Reduce | 7.0% to 7.7% | −10.8% sh | Q1→Q2 |