Featured 13F manager
Krensavage Asset Management LLC Michael Krensavage
New York, NY 21 processed 13Fs on this site · 2021 Q3–2026 Q2
- $263M
- 18 Positions
- 2026 Q2
- +2.7% QoQ
- Top 5 64.7%
Michael Krensavage files Krensavage Asset Management LLC as a Form 13F. The latest book is 2026 Q2 at $263M, up 2.7% QoQ, led by Enanta Pharmaceuticals, Jazz Pharmaceuticals, and United Therapeutics.
Portfolio
top 5 64.7% · top 10 89.4%
- ENTA - Enanta Pharmaceuticals 15.9%
- JAZZ - Jazz Pharmaceuticals 15.4%
- UTHR - United Therapeutics 14.3%
- BMRN - Biomarin Pharmaceutical 11.4%
- EXEL - Exelixis 7.7%
- ABT - Abbott Laboratories 6.9%
- SNY - Sanofi- 5.2%
- SUPN - Supernus Pharmaceuticals 5.0%
- RARE — 4.9%
- VNDA - Vanda Pharmaceuticals 2.7%
- BNTX - Biontech Se- 2.1%
- GSK - Gsk -Spon 1.9%
- Other 6.6%
AUM over time
Book
| REGN - Regeneron Pharmaceuticals | 16.10% | Reduce −3.2% | 66,880 | $698.42 | $47M | −2,200 | +$3M |
| ENTA - Enanta Pharmaceuticals | 13.46% | Reduce −2.7% | 548,828 | $71.18 | $39M | −15,274 | −$3M |
| MCK - Mckesson | 13.10% | Reduce −20.6% | 124,165 | $306.13 | $38M | −32,259 | −$871K |
| ALKS - Alkermes | 12.92% | Reduce −1.3% | 1,424,204 | $26.31 | $37M | −18,761 | +$4M |
| UTHR - United Therapeutics | 12.47% | Reduce −1.6% | 201,612 | $179.41 | $36M | −3,200 | −$8M |
| EXEL - Exelixis | 11.96% | Reduce −1.7% | 1,530,406 | $22.67 | $35M | −26,713 | +$6M |
| Taro Pharmaceutical Indus | 8.44% | Add +5.0% | 565,951 | $43.26 | $24M | +26,984 | −$3M |
| BIIB - Biogen | 8.08% | Add +8.1% | 111,353 | $210.60 | $23M | +8,300 | −$1M |
| Eagle Pharmaceuticals | 1.96% | Add +7.8% | 114,787 | $49.49 | $6M | +8,300 | +$259K |
| KOD - Kodiak Sciences | 1.20% | New | 450,600 | $7.72 | $3M | +450,600 | +$3M |
| CAH - Cardinal Health | 0.26% | New | 13,200 | $56.67 | $748K | +13,200 | +$748K |
| Nextcure | 0.05% | Reduce −1.4% | 30,591 | $4.87 | $149K | −436 | −$37K |
| Assembly Biosciences | 0.01% | New | 10,100 | $2.08 | $21K | +10,100 | +$21K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | 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 Q3–2026 Q2