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
| BIIB - Biogen | 15.70% | Add +57.5% | 184,648 | $267.00 | $49M | +67,400 | +$25M |
| UTHR - United Therapeutics | 13.36% | Reduce −0.4% | 200,407 | $209.38 | $42M | −821 | −$5M |
| REGN - Regeneron Pharmaceuticals | 13.36% | Add +0.8% | 60,889 | $688.88 | $42M | +505 | +$6M |
| ALKS - Alkermes | 10.04% | Add +1.0% | 1,411,682 | $22.33 | $32M | +13,523 | −$10M |
| ENTA - Enanta Pharmaceuticals | 9.73% | Reduce −5.7% | 589,360 | $51.87 | $31M | −35,408 | +$1M |
| EMBC - Embecta | 9.39% | Add +0.7% | 1,024,200 | $28.79 | $29M | +7,006 | +$4M |
| EXEL - Exelixis | 9.09% | Add +20.9% | 1,821,475 | $15.68 | $29M | +314,590 | −$3M |
| CAH - Cardinal Health | 7.15% | Add +88.3% | 336,742 | $66.68 | $22M | +157,903 | +$13M |
| Taro Pharmaceutical Indus | 5.54% | Add 0.0% | 580,793 | $29.98 | $17M | +269 | −$4M |
| MCK - Mckesson | 3.45% | Reduce −61.5% | 31,913 | $339.86 | $11M | −50,981 | −$16M |
| KOD - Kodiak Sciences | 1.16% | Reduce −15.3% | 469,388 | $7.74 | $4M | −84,804 | −$601K |
| Eagle Pharmaceuticals | 1.02% | Add +0.1% | 121,083 | $26.42 | $3M | +69 | −$2M |
| VNDA - Vanda Pharmaceuticals | 0.98% | New | 312,299 | $9.88 | $3M | +312,299 | +$3M |
| Nextcure | 0.03% | Add +1.0% | 31,298 | $2.75 | $86K | +299 | −$60K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Assembly Biosciences | 0.01% | Exit | 0 | $2.10 | $21K | −9,985 | −$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