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
| UTHR - United Therapeutics | 15.68% | Reduce −0.2% | 201,228 | $235.64 | $47M | −384 | +$11M |
| ALKS - Alkermes | 13.77% | Reduce −1.8% | 1,398,159 | $29.79 | $42M | −26,045 | +$4M |
| REGN - Regeneron Pharmaceuticals | 11.80% | Reduce −9.7% | 60,384 | $591.13 | $36M | −6,496 | −$11M |
| EXEL - Exelixis | 10.37% | Reduce −1.5% | 1,506,885 | $20.82 | $31M | −23,521 | −$3M |
| ENTA - Enanta Pharmaceuticals | 9.76% | Add +13.8% | 624,768 | $47.27 | $30M | +75,940 | −$10M |
| MCK - Mckesson | 8.94% | Reduce −33.2% | 82,894 | $326.21 | $27M | −41,271 | −$11M |
| EMBC - Embecta | 8.51% | New | 1,017,194 | $25.32 | $26M | +1,017,194 | +$26M |
| BIIB - Biogen | 7.90% | Add +5.3% | 117,248 | $203.94 | $24M | +5,895 | +$461K |
| Taro Pharmaceutical Indus | 6.94% | Add +2.6% | 580,524 | $36.16 | $21M | +14,573 | −$3M |
| CAH - Cardinal Health | 3.09% | Add +1254.8% | 178,839 | $52.27 | $9M | +165,639 | +$9M |
| Eagle Pharmaceuticals | 1.78% | Add +5.4% | 121,014 | $44.43 | $5M | +6,227 | −$304K |
| KOD - Kodiak Sciences | 1.40% | Add +23.0% | 554,192 | $7.64 | $4M | +103,592 | +$755K |
| Nextcure | 0.05% | Add +1.3% | 30,999 | $4.71 | $146K | +408 | −$3K |
| Assembly Biosciences | 0.01% | Reduce −1.1% | 9,985 | $2.10 | $21K | −115 | $— |
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