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
| EXEL - Exelixis | 16.16% | Reduce 0.0% | 1,899,079 | $23.99 | $46M | −72 | +$4M |
| UTHR - United Therapeutics | 15.67% | Reduce −0.2% | 200,872 | $219.89 | $44M | −350 | −$1M |
| BIIB - Biogen | 14.73% | Hold | 160,480 | $258.77 | $42M | — | — |
| REGN - Regeneron Pharmaceuticals | 14.73% | Hold | 47,256 | $878.28 | $42M | — | — |
| CAH - Cardinal Health | 10.07% | Reduce −3.4% | 281,476 | $100.80 | $28M | −9,843 | +$3M |
| Taro Pharmaceutical Indus | 9.58% | Add +0.9% | 646,453 | $41.78 | $27M | +5,718 | +$3M |
| ALKS - Alkermes | 9.04% | Add +1.3% | 918,038 | $27.74 | $25M | +11,978 | +$87K |
| JAZZ - Jazz Pharmaceuticals | 4.36% | New | 100,000 | $123.00 | $12M | +100,000 | +$12M |
| SNY - Sanofi- | 2.65% | New | 150,400 | $49.73 | $7M | +150,400 | +$7M |
| ENTA - Enanta Pharmaceuticals | 2.48% | Add +1.1% | 742,824 | $9.41 | $7M | +7,721 | −$1M |
| Masimo | 0.33% | New | 8,000 | $117.25 | $938K | +8,000 | +$938K |
| Mural Oncology | 0.19% | New | 90,833 | $5.92 | $538K | +90,833 | +$538K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| EMBC - Embecta | 6.45% | Exit | 0 | $15.05 | $18M | −1,164,876 | −$18M |
| Eagle Pharmaceuticals | 0.65% | Exit | 0 | $15.77 | $2M | −112,666 | −$2M |
| VNDA - Vanda Pharmaceuticals | 0.57% | Exit | 0 | $4.32 | $2M | −360,429 | −$2M |
| KOD - Kodiak Sciences | 0.23% | Exit | 0 | $1.80 | $616K | −342,312 | −$616K |
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