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 | 16.50% | Reduce −4.2% | 192,048 | $278.09 | $53M | −8,359 | +$11M |
| BIIB - Biogen | 15.15% | Reduce −4.1% | 177,004 | $276.92 | $49M | −7,644 | −$285K |
| REGN - Regeneron Pharmaceuticals | 13.40% | Reduce −1.3% | 60,103 | $721.49 | $43M | −786 | +$1M |
| ALKS - Alkermes | 11.32% | Reduce −0.7% | 1,401,783 | $26.13 | $37M | −9,899 | +$5M |
| EXEL - Exelixis | 10.60% | Add +17.4% | 2,138,039 | $16.04 | $34M | +316,564 | +$6M |
| ENTA - Enanta Pharmaceuticals | 8.55% | Add +0.9% | 594,818 | $46.52 | $28M | +5,458 | −$3M |
| EMBC - Embecta | 7.95% | Reduce −0.6% | 1,017,657 | $25.29 | $26M | −6,543 | −$4M |
| CAH - Cardinal Health | 7.90% | Reduce −1.2% | 332,749 | $76.87 | $26M | −3,993 | +$3M |
| Taro Pharmaceutical Indus | 5.78% | Add +11.0% | 644,664 | $29.04 | $19M | +63,871 | +$1M |
| Eagle Pharmaceuticals | 1.04% | Reduce −5.2% | 114,825 | $29.23 | $3M | −6,258 | +$157K |
| KOD - Kodiak Sciences | 1.03% | Reduce −1.2% | 463,598 | $7.16 | $3M | −5,790 | −$314K |
| VNDA - Vanda Pharmaceuticals | 0.79% | Add +10.6% | 345,290 | $7.39 | $3M | +32,991 | −$534K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MCK - Mckesson | 3.45% | Exit | 0 | $339.86 | $11M | −31,913 | −$11M |
| Nextcure | 0.03% | Exit | 0 | $2.75 | $86K | −31,298 | −$86K |
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