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 | 17.31% | Add +7.1% | 1,677,393 | $22.47 | $38M | +111,253 | +$526K |
| UTHR - United Therapeutics | 17.29% | Reduce −24.6% | 118,208 | $318.55 | $38M | −38,506 | +$2M |
| BIIB - Biogen | 13.18% | Reduce −7.7% | 123,785 | $231.82 | $29M | −10,283 | −$213K |
| Taro Pharmaceutical Indus | 12.83% | Add +0.3% | 650,089 | $43.00 | $28M | +2,221 | +$523K |
| CAH - Cardinal Health | 9.83% | Reduce −7.6% | 217,656 | $98.32 | $21M | −18,000 | −$5M |
| ENTA - Enanta Pharmaceuticals | 7.45% | Add +11.3% | 1,251,338 | $12.97 | $16M | +126,752 | −$3M |
| JAZZ - Jazz Pharmaceuticals | 5.35% | Add +7.8% | 109,076 | $106.73 | $12M | +7,925 | −$539K |
| BNTX - Biontech Se- | 4.88% | Add +10.2% | 132,293 | $80.36 | $11M | +12,293 | −$439K |
| REGN - Regeneron Pharmaceuticals | 3.79% | Reduce −37.1% | 7,853 | $1,051 | $8M | −4,641 | −$4M |
| SNY - Sanofi- | 3.43% | Add +1.9% | 153,832 | $48.52 | $7M | +2,873 | +$127K |
| ALKS - Alkermes | 2.85% | Hold | 257,554 | $24.10 | $6M | — | — |
| VNDA - Vanda Pharmaceuticals | 1.72% | New | 662,166 | $5.65 | $4M | +662,166 | +$4M |
| Mural Oncology | 0.11% | Reduce −14.7% | 75,057 | $3.14 | $236K | −12,944 | −$194K |
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